SIH Partners, LLLP Quant / Systematic

Location: Wilmington, DE

CIK: 0001996244 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $7.579B (100.0% shares, 0.0% debt)

Holdings (291)

New Positions (160)

EEM ISHARES TR 1.7%
Value $132M Shares 2,321,400 Est. Cost Unrealized
EWY ISHARES INC 1.7%
Value $131M Shares 1,067,041 Est. Cost Unrealized
AZN ASTRAZENECA PLC 1.1%
Value $81.98M Shares 415,700 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.9%
Value $67.07M Shares 340,100 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.7%
Value $50.21M Shares 135,642 Est. Cost Unrealized
SNDK SANDISK CORP 0.5%
Value $41.06M Shares 64,632 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value $37.24M Shares 110,233 Est. Cost Unrealized
GDX VANECK ETF TRUST 0.5%
Value $36.48M Shares 397,500 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.4%
Value $29.54M Shares 152,158 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.4%
Value $27.24M Shares 85,618 Est. Cost Unrealized
GOOG ALPHABET INC 0.3%
Value $24.23M Shares 84,472 Est. Cost Unrealized
EMB ISHARES TR 0.3%
Value $21.15M Shares 225,176 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $15.11M Shares 44,219 Est. Cost Unrealized
INFY INFOSYS LTD 0.2%
Value $14.22M Shares 1,052,479 Est. Cost Unrealized
SUNB SUNBELT RENTALS HOLDINGS INC 0.2%
Value $12.12M Shares 186,255 Est. Cost Unrealized
KRE SPDR SERIES TRUST 0.1%
Value $10.42M Shares 160,009 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.1%
Value $9.806M Shares 43,383 Est. Cost Unrealized
AMZN AMAZON COM INC 0.1%
Value $9.774M Shares 46,931 Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $9.748M Shares 8,916 Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value $9.373M Shares 47,615 Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value $6.925M Shares 62,148 Est. Cost Unrealized
INTC INTEL CORP 0.1%
Value $6.742M Shares 152,773 Est. Cost Unrealized
QGEN QIAGEN NV 0.1%
Value $6.707M Shares 167,500 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value $6.471M Shares 68,857 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $6.425M Shares 9,880 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $6.287M Shares 19,117 Est. Cost Unrealized
BX BLACKSTONE INC 0.1%
Value $5.979M Shares 52,000 Est. Cost Unrealized
CLSK CLEANSPARK INC 0.1%
Value $5.731M Shares 673,460 Est. Cost Unrealized
GFS GLOBALFOUNDRIES INC 0.1%
Value $5.703M Shares 128,210 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $5.442M Shares 19,487 Est. Cost Unrealized
ENLT ENLIGHT RENEWABLE ENERGY LTD 0.1%
Value $5.406M Shares 79,197 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $5.193M Shares 12,210 Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value $5.166M Shares 16,623 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $4.962M Shares 30,011 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $4.814M Shares 42,448 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value $4.434M Shares 71,607 Est. Cost Unrealized
BLK BLACKROCK INC 0.1%
Value $4.395M Shares 4,570 Est. Cost Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $4.295M Shares 140,000 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.1%
Value $4.187M Shares 27,759 Est. Cost Unrealized
DIS DISNEY WALT CO 0.1%
Value $4.101M Shares 42,549 Est. Cost Unrealized
LUNR INTUITIVE MACHINES INC 0.1%
Value $4.055M Shares 218,477 Est. Cost Unrealized
SIL GLOBAL X FDS 0.0%
Value $3.762M Shares 41,762 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $3.568M Shares 71,394 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $3.415M Shares 11,291 Est. Cost Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $3.413M Shares 18,647 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $3.354M Shares 51,907 Est. Cost Unrealized
EDV VANGUARD WORLD FD 0.0%
Value $3.248M Shares 50,000 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $3.237M Shares 58,018 Est. Cost Unrealized
SOXL DIREXION SHARES ETF TRUST 0.0%
Value $3.203M Shares 66,858 Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $3.143M Shares 33,983 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $3.086M Shares 19,323 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $3.03M Shares 18,732 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $3.01M Shares 12,381 Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $2.831M Shares 7,889 Est. Cost Unrealized
PDD PDD HOLDINGS INC 0.0%
Value $2.829M Shares 27,686 Est. Cost Unrealized
IBB ISHARES TR 0.0%
Value $2.682M Shares 15,884 Est. Cost Unrealized
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value $2.669M Shares 41,000 Est. Cost Unrealized
QGEN QIAGEN NV 0.0%
Value $2.563M Shares 64,000 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $2.53M Shares 13,866 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $2.297M Shares 6,528 Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $2.178M Shares 2,495 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $2.108M Shares 9,732 Est. Cost Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value $2.1M Shares 75,691 Est. Cost Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $1.893M Shares 376,246 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $1.85M Shares 8,506 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $1.824M Shares 9,249 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $1.712M Shares 22,732 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $1.705M Shares 12,236 Est. Cost Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $1.704M Shares 114,000 Est. Cost Unrealized
MTZ MASTEC INC 0.0%
Value $1.606M Shares 4,993 Est. Cost Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value $1.524M Shares 116,407 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $1.517M Shares 5,608 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $1.448M Shares 12,609 Est. Cost Unrealized
RBRK RUBRIK INC. 0.0%
Value $1.444M Shares 29,479 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $1.426M Shares 18,377 Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $1.425M Shares 10,480 Est. Cost Unrealized
ITB ISHARES TR 0.0%
Value $1.419M Shares 15,676 Est. Cost Unrealized
QGEN QIAGEN NV 0.0%
Value $1.378M Shares 34,418 Est. Cost Unrealized
MRNA MODERNA INC 0.0%
Value $1.369M Shares 26,946 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $1.318M Shares 26,699 Est. Cost Unrealized
NICE NICE LTD 0.0%
Value $1.271M Shares 11,525 Est. Cost Unrealized
NWSA NEWS CORP NEW 0.0%
Value $1.256M Shares 50,364 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $1.253M Shares 5,866 Est. Cost Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value $1.241M Shares 17,513 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $1.166M Shares 10,767 Est. Cost Unrealized
ARGX ARGENX SE 0.0%
Value $1.035M Shares 1,418 Est. Cost Unrealized
SE SEA LTD 0.0%
Value $1.034M Shares 12,485 Est. Cost Unrealized
HSY HERSHEY CO 0.0%
Value $1.019M Shares 4,904 Est. Cost Unrealized
APH AMPHENOL CORP 0.0%
Value $1.004M Shares 7,950 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $987K Shares 3,646 Est. Cost Unrealized
CIEN CIENA CORP 0.0%
Value $974K Shares 2,509 Est. Cost Unrealized
FORM FORMFACTOR INC 0.0%
Value $919K Shares 9,471 Est. Cost Unrealized
PFE PFIZER INC 0.0%
Value $903K Shares 32,171 Est. Cost Unrealized
CG CARLYLE GROUP INC 0.0%
Value $900K Shares 18,600 Est. Cost Unrealized
RBC RBC BEARINGS INC 0.0%
Value $884K Shares 1,627 Est. Cost Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value $809K Shares 4,319 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $797K Shares 4,854 Est. Cost Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $789K Shares 11,000 Est. Cost Unrealized
VALE VALE S A 0.0%
Value $779K Shares 48,935 Est. Cost Unrealized
WFC WELLS FARGO & CO 0.0%
Value $745K Shares 9,360 Est. Cost Unrealized
MIDD MIDDLEBY CORP 0.0%
Value $716K Shares 5,401 Est. Cost Unrealized
CVNA CARVANA CO 0.0%
Value $696K Shares 2,215 Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $677K Shares 11,514 Est. Cost Unrealized
ASND ASCENDIS PHARMA A/S 0.0%
Value $659K Shares 2,881 Est. Cost Unrealized
NU NU HLDGS LTD 0.0%
Value $646K Shares 44,936 Est. Cost Unrealized
SKM SK TELECOM CO LTD 0.0%
Value $588K Shares 20,069 Est. Cost Unrealized
EWW ISHARES INC 0.0%
Value $561K Shares 7,454 Est. Cost Unrealized
NTNX NUTANIX INC 0.0%
Value $560K Shares 14,745 Est. Cost Unrealized
FPS FORGENT POWER SOLUTIONS INC 0.0%
Value $546K Shares 18,655 Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $543K Shares 4,073 Est. Cost Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $539K Shares 2,118 Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $537K Shares 6,665 Est. Cost Unrealized
SO SOUTHERN CO 0.0%
Value $498K Shares 5,158 Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $488K Shares 4,343 Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value $481K Shares 5,692 Est. Cost Unrealized
COPX GLOBAL X FDS 0.0%
Value $471K Shares 6,172 Est. Cost Unrealized
BNTX BIONTECH SE 0.0%
Value $471K Shares 5,300 Est. Cost Unrealized
PPL PPL CORP 0.0%
Value $464K Shares 12,159 Est. Cost Unrealized
DTE DTE ENERGY CO 0.0%
Value $462K Shares 3,159 Est. Cost Unrealized
META META PLATFORMS INC 0.0%
Value $429K Shares 750 Est. Cost Unrealized
LII LENNOX INTL INC 0.0%
Value $411K Shares 885 Est. Cost Unrealized
GSIT GSI TECHNOLOGY INC 0.0%
Value $399K Shares 77,539 Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $355K Shares 1,073 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $352K Shares 5,327 Est. Cost Unrealized
INSM INSMED INC 0.0%
Value $350K Shares 2,138 Est. Cost Unrealized
EWJ ISHARES INC 0.0%
Value $338K Shares 4,000 Est. Cost Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value $337K Shares 1,939 Est. Cost Unrealized
AME AMETEK INC 0.0%
Value $331K Shares 1,542 Est. Cost Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value $328K Shares 6,000 Est. Cost Unrealized
CNL COLLECTIVE MINING LTD 0.0%
Value $324K Shares 18,418 Est. Cost Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value $321K Shares 52,981 Est. Cost Unrealized
AGI ALAMOS GOLD INC 0.0%
Value $307K Shares 6,900 Est. Cost Unrealized
EDEN ISHARES TR 0.0%
Value $296K Shares 2,827 Est. Cost Unrealized
TKR TIMKEN CO 0.0%
Value $292K Shares 2,908 Est. Cost Unrealized
F FORD MTR CO 0.0%
Value $287K Shares 24,884 Est. Cost Unrealized
GOLD GOLD COM INC 0.0%
Value $287K Shares 7,151 Est. Cost Unrealized
INFQ INFLEQTION INC 0.0%
Value $278K Shares 28,312 Est. Cost Unrealized
BIIB BIOGEN INC 0.0%
Value $268K Shares 1,463 Est. Cost Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value $264K Shares 18,286 Est. Cost Unrealized
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value $260K Shares 4,000 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $254K Shares 5,625 Est. Cost Unrealized
VTR VENTAS INC 0.0%
Value $252K Shares 3,077 Est. Cost Unrealized
INTU INTUIT 0.0%
Value $251K Shares 581 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $244K Shares 1,008 Est. Cost Unrealized
ENS ENERSYS 0.0%
Value $240K Shares 1,382 Est. Cost Unrealized
NTRA NATERA INC 0.0%
Value $225K Shares 1,127 Est. Cost Unrealized
DOW DOW HLDGS INC 0.0%
Value $223K Shares 5,359 Est. Cost Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value $217K Shares 6,872 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $211K Shares 2,022 Est. Cost Unrealized
URNJ SPROTT FDS TR 0.0%
Value $211K Shares 7,211 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $203K Shares 1,054 Est. Cost Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $203K Shares 2,732 Est. Cost Unrealized
DCH DAUCH CORP 0.0%
Value $163K Shares 27,430 Est. Cost Unrealized
RIOX TIDAL TRUST II 0.0%
Value $159K Shares 10,600 Est. Cost Unrealized
TRVI TREVI THERAPEUTICS INC 0.0%
Value $119K Shares 10,001 Est. Cost Unrealized
CGEN COMPUGEN LTD 0.0%
Value $99,750 Shares 46,831 Est. Cost Unrealized
CRMD CORMEDIX INC 0.0%
Value $70,243 Shares 10,345 Est. Cost Unrealized
BTG B2GOLD CORP 0.0%
Value $59,850 Shares 13,212 Est. Cost Unrealized
VZLA VIZSLA SILVER CORP 0.0%
Value $37,670 Shares 11,415 Est. Cost Unrealized
OXSQ OXFORD SQUARE CAP CORP 0.0%
Value $24,973 Shares 14,109 Est. Cost Unrealized

Increased Positions (63)

BABA ALIBABA GROUP HLDG LTD 8.1%
Value $617M (+261.5%) Shares 4,921,133 (+322.3%) Est. Cost Unrealized
TTE TOTALENERGIES SE 6.2%
Value $467M (+150.4%) Shares 5,128,298 (+80.1%) Est. Cost Unrealized
RACE FERRARI N V 5.4%
Value $409M (+82.7%) Shares 1,209,500 (+99.5%) Est. Cost Unrealized
RACE FERRARI N V 2.6%
Value $197M (+106.4%) Shares 581,976 (+125.3%) Est. Cost Unrealized
BHP BHP BILLITON LIMITED 1.5%
Value $111M (+498.4%) Shares 1,520,477 (+396.6%) Est. Cost Unrealized
DB DEUTSCHE BK AG 5.9%
Value $448M (+25.1%) Shares 15,047,500 (+62.0%) Est. Cost Unrealized
LOGI LOGITECH INTL S A 2.3%
Value $173M (+76.1%) Shares 1,900,700 (+93.7%) Est. Cost Unrealized
KWEB KRANESHARES TRUST 1.2%
Value $92.59M (+170.7%) Shares 3,256,665 (+224.2%) Est. Cost Unrealized
FXI ISHARES TR 1.4%
Value $108M (+95.7%) Shares 3,001,780 (+108.8%) Est. Cost Unrealized
UBS UBS GROUP AG 6.1%
Value $464M (+12.1%) Shares 11,868,500 (+32.9%) Est. Cost Unrealized
DB DEUTSCHE BK AG 0.7%
Value $50.23M (+341.1%) Shares 1,686,537 (+471.2%) Est. Cost Unrealized
STLA STELLANTIS N.V 1.8%
Value $138M (-21.9%) Shares 19,488,300 (+20.0%) Est. Cost Unrealized
STLA STELLANTIS N.V 1.7%
Value $128M (+40.3%) Shares 18,102,531 (+115.6%) Est. Cost Unrealized
JHX JAMES HARDIE INDS PLC 0.5%
Value $37.85M (+421.7%) Shares 1,998,593 (+471.6%) Est. Cost Unrealized
STLA STELLANTIS N.V 5.5%
Value $418M (-6.5%) Shares 58,934,200 (+43.6%) Est. Cost Unrealized
LI LI AUTO INC 0.8%
Value $61.16M (+64.3%) Shares 3,430,250 (+56.0%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $23.69M (+1590.8%) Shares 116,444 (+1679.9%) Est. Cost Unrealized
LOGI LOGITECH INTL S A 0.3%
Value $24.49M (+1010.2%) Shares 268,776 (+1121.0%) Est. Cost Unrealized
ALC ALCON AG 0.4%
Value $32.92M (+191.1%) Shares 436,890 (+204.5%) Est. Cost Unrealized
BILI BILIBILI INC 0.6%
Value $46.46M (+84.9%) Shares 2,059,410 (+101.5%) Est. Cost Unrealized
NTES NETEASE COM INC 0.8%
Value $57.42M (+58.5%) Shares 512,974 (+94.9%) Est. Cost Unrealized
FER FERROVIAL SE 0.4%
Value $31.53M (+181.1%) Shares 484,700 (+179.2%) Est. Cost Unrealized
RACE FERRARI N V 0.8%
Value $57.94M (+48.9%) Shares 171,200 (+62.6%) Est. Cost Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.3%
Value $21.38M (+694.0%) Shares 1,080,649 (+989.8%) Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $22.54M (+437.3%) Shares 586,760 (+594.3%) Est. Cost Unrealized
FER FERROVIAL SE 0.6%
Value $47.2M (+57.6%) Shares 725,600 (+56.5%) Est. Cost Unrealized
NBIS NEBIUS GROUP N.V. 0.3%
Value $18.98M (+610.2%) Shares 182,940 (+473.0%) Est. Cost Unrealized
DB DEUTSCHE BK AG 1.2%
Value $88.24M (-15.0%) Shares 2,963,100 (+10.1%) Est. Cost Unrealized
LOGI LOGITECH INTL S A 0.5%
Value $39.98M (+61.5%) Shares 438,800 (+77.7%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%
Value $20.93M (+224.3%) Shares 61,920 (+191.6%) Est. Cost Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value $18.18M (+309.1%) Shares 445,213 (+304.3%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $83.83M (+16.2%) Shares 480,649 (+24.3%) Est. Cost Unrealized
FRO FRONTLINE PLC 0.1%
Value $9.876M (+510.0%) Shares 283,300 (+281.8%) Est. Cost Unrealized
KSA ISHARES TR 0.1%
Value $10.2M (+318.3%) Shares 256,715 (+283.1%) Est. Cost Unrealized
MICC MAGNUM ICE CREAM CO NV 0.1%
Value $8.478M (+978.4%) Shares 567,100 (+1043.3%) Est. Cost Unrealized
TIGO MILLICOM INTL CELLULAR S A 0.1%
Value $7.881M (+1426.0%) Shares 105,170 (+1028.9%) Est. Cost Unrealized
TSLA TESLA INC 0.3%
Value $21.31M (+39.0%) Shares 57,335 (+68.2%) Est. Cost Unrealized
XPEV XPENG INC 0.5%
Value $39.79M (-11.9%) Shares 2,325,794 (+4.5%) Est. Cost Unrealized
AAPL APPLE INC 0.1%
Value $11.21M (+68.3%) Shares 44,175 (+80.3%) Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $4.239M (+709.2%) Shares 7,013 (+547.6%) Est. Cost Unrealized
FRO FRONTLINE PLC 0.1%
Value $8.391M (+62.4%) Shares 240,700 (+1.6%) Est. Cost Unrealized
CRH CRH PLC 0.0%
Value $3.469M (+594.9%) Shares 33,000 (+725.0%) Est. Cost Unrealized
ORCL ORACLE CORP 0.1%
Value $4.097M (+152.2%) Shares 27,849 (+234.2%) Est. Cost Unrealized
META META PLATFORMS INC 0.0%
Value $3.444M (+196.2%) Shares 6,019 (+241.8%) Est. Cost Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $3.14M (+220.7%) Shares 4,468 (+68.2%) Est. Cost Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value $2.393M (+646.3%) Shares 23,471 (+1474.2%) Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $3.301M (+154.6%) Shares 53,881 (+85.8%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $13.33M (+16.4%) Shares 91,104 (+41.4%) Est. Cost Unrealized
GDS GDS HLDGS LTD 0.1%
Value $11.1M (+19.9%) Shares 275,512 (+3.9%) Est. Cost Unrealized
REMX VANECK ETF TRUST 0.0%
Value $2.276M (+252.6%) Shares 25,862 (+196.2%) Est. Cost Unrealized
FDX FEDEX CORP 0.0%
Value $3.497M (+82.5%) Shares 9,819 (+48.0%) Est. Cost Unrealized
ALM ALMONTY INDS INC 0.0%
Value $1.64M (+419.7%) Shares 113,278 (+216.2%) Est. Cost Unrealized
CRH CRH PLC 0.0%
Value $2.838M (+26.3%) Shares 27,000 (+50.0%) Est. Cost Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $2.502M (+18.0%) Shares 221,786 (+22.8%) Est. Cost Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $919K (+69.3%) Shares 40,372 (+117.7%) Est. Cost Unrealized
UBS UBS GROUP AG 1.6%
Value $121M (+0.3%) Shares 3,107,111 (+18.9%) Est. Cost Unrealized
SNY SANOFI SA 0.0%
Value $434K (+99.1%) Shares 9,012 (+100.3%) Est. Cost Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $946K (+24.2%) Shares 10,434 (+24.2%) Est. Cost Unrealized
CNH CNH INDL N V 0.0%
Value $267K (+168.1%) Shares 24,238 (+124.7%) Est. Cost Unrealized
IAUX I-80 GOLD CORP 0.0%
Value $151K (+764.1%) Shares 99,435 (+729.9%) Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $562K (+18.2%) Shares 974 (+25.8%) Est. Cost Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value $277K (+20.7%) Shares 40,412 (+80.7%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $1.046M (+2.0%) Shares 6,000 (+9.1%) Est. Cost Unrealized

Exited Positions (76)

FXI ISHARES TR 0.5%
Value $38.29M Shares 1,000,000 Est. Cost Unrealized
WMT WALMART INC 0.3%
Value $21.49M Shares 192,910 Est. Cost Unrealized
VMC VULCAN MATLS CO 0.2%
Value $15.22M Shares 53,352 Est. Cost Unrealized
NFLX NETFLIX INC 0.2%
Value $14.11M Shares 150,477 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $9.581M Shares 123,341 Est. Cost Unrealized
IJR ISHARES TR 0.1%
Value $9.128M Shares 75,956 Est. Cost Unrealized
ETHA ISHARES ETHEREUM TR 0.1%
Value $8.117M Shares 361,883 Est. Cost Unrealized
MTUM ISHARES TR 0.1%
Value $7.716M Shares 30,826 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $7.329M Shares 50,000 Est. Cost Unrealized
RMD RESMED INC 0.1%
Value $6.286M Shares 26,099 Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value $6.017M Shares 51,114 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $5.918M Shares 6,863 Est. Cost Unrealized
LIF LIFE360 INC 0.1%
Value $4.968M Shares 77,455 Est. Cost Unrealized
QIAGEN NV 0.1%
Value $4.704M Shares 104,600 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $4.541M Shares 31,543 Est. Cost Unrealized
IONQ IONQ INC 0.1%
Value $3.856M Shares 85,928 Est. Cost Unrealized
OKLO OKLO INC 0.1%
Value $3.836M Shares 53,454 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $3.535M Shares 24,632 Est. Cost Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value $3.441M Shares 88,972 Est. Cost Unrealized
CAT CATERPILLAR INC 0.0%
Value $3.386M Shares 5,911 Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value $2.98M Shares 30,483 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $2.727M Shares 12,059 Est. Cost Unrealized
CRWV COREWEAVE INC 0.0%
Value $2.449M Shares 34,193 Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $2.403M Shares 21,250 Est. Cost Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $2.292M Shares 26,379 Est. Cost Unrealized
KLAR KLARNA GROUP PLC 0.0%
Value $2.232M Shares 77,222 Est. Cost Unrealized
WIX WIX COM LTD 0.0%
Value $2.193M Shares 21,110 Est. Cost Unrealized
LIT GLOBAL X FDS 0.0%
Value $2.056M Shares 31,705 Est. Cost Unrealized
BA BOEING CO 0.0%
Value $1.694M Shares 7,803 Est. Cost Unrealized
IEMG ISHARES INC 0.0%
Value $1.546M Shares 23,000 Est. Cost Unrealized
RDDT REDDIT INC 0.0%
Value $1.527M Shares 6,644 Est. Cost Unrealized
RIOX TIDAL TRUST II 0.0%
Value $1.388M Shares 196,833 Est. Cost Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $1.249M Shares 8,679 Est. Cost Unrealized
QIAGEN NV 0.0%
Value $1.21M Shares 26,900 Est. Cost Unrealized
ARKK ARK ETF TR 0.0%
Value $1.184M Shares 15,396 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $1.116M Shares 12,145 Est. Cost Unrealized
CCJ CAMECO CORP 0.0%
Value $1.059M Shares 11,580 Est. Cost Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $961K Shares 2,000 Est. Cost Unrealized
BITI PROSHARES TR 0.0%
Value $895K Shares 38,631 Est. Cost Unrealized
CEPO CANTOR EQUITY PARTNERS I INC 0.0%
Value $853K Shares 81,848 Est. Cost Unrealized
QIAGEN NV 0.0%
Value $851K Shares 18,933 Est. Cost Unrealized
NDAQ NASDAQ INC 0.0%
Value $813K Shares 8,373 Est. Cost Unrealized
MP MP MATERIALS CORP 0.0%
Value $639K Shares 12,641 Est. Cost Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value $597K Shares 51,094 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $557K Shares 71,708 Est. Cost Unrealized
FIG FIGMA INC 0.0%
Value $523K Shares 13,984 Est. Cost Unrealized
DEC DIVERSIFIED ENERGY CO 0.0%
Value $511K Shares 35,312 Est. Cost Unrealized
PATH UIPATH INC 0.0%
Value $501K Shares 30,573 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $493K Shares 865 Est. Cost Unrealized
SAP SAP SE 0.0%
Value $488K Shares 2,008 Est. Cost Unrealized
SBET SHARPLINK GAMING INC 0.0%
Value $450K Shares 50,382 Est. Cost Unrealized
ALAB ASTERA LABS INC 0.0%
Value $445K Shares 2,677 Est. Cost Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $444K Shares 31,353 Est. Cost Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value $441K Shares 13,588 Est. Cost Unrealized
LLY ELI LILLY & CO 0.0%
Value $434K Shares 404 Est. Cost Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value $367K Shares 1,862 Est. Cost Unrealized
AMCOR PLC 0.0%
Value $350K Shares 41,972 Est. Cost Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value $331K Shares 6,966 Est. Cost Unrealized
PGY PAGAYA TECHNOLOGIES LTD 0.0%
Value $306K Shares 14,621 Est. Cost Unrealized
TGB TASEKO MINES LTD 0.0%
Value $295K Shares 52,092 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value $250K Shares 800 Est. Cost Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value $249K Shares 25,014 Est. Cost Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value $245K Shares 1,856 Est. Cost Unrealized
TELFY TELEFONICA S A 0.0%
Value $234K Shares 57,665 Est. Cost Unrealized
CLS CELESTICA INC 0.0%
Value $212K Shares 718 Est. Cost Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $206K Shares 3,644 Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $203K Shares 7,762 Est. Cost Unrealized
WULF TERAWULF INC 0.0%
Value $190K Shares 16,573 Est. Cost Unrealized
USAR USA RARE EARTH INC 0.0%
Value $176K Shares 14,768 Est. Cost Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value $173K Shares 24,296 Est. Cost Unrealized
UAMY UNITED STATES ANTIMONY CORP 0.0%
Value $171K Shares 34,125 Est. Cost Unrealized
KMDA KAMADA LTD 0.0%
Value $134K Shares 19,024 Est. Cost Unrealized
AUDC AUDIOCODES LTD 0.0%
Value $121K Shares 13,912 Est. Cost Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value $102K Shares 51,666 Est. Cost Unrealized
RZLV REZOLVE AI PLC 0.0%
Value $96,475 Shares 37,539 Est. Cost Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value $60,294 Shares 13,829 Est. Cost Unrealized

Decreased Positions (46)

TTE TOTALENERGIES SE 10.6%
Value $802M (+17.8%) Shares 8,818,130 (-15.3%) Est. Cost Unrealized
UBS UBS GROUP AG 3.3%
Value $249M (-18.3%) Shares 6,372,200 (-3.2%) Est. Cost Unrealized
JD JD.COM INC 1.3%
Value $100M (-30.2%) Shares 3,382,861 (-32.2%) Est. Cost Unrealized
ALC ALCON AG 3.5%
Value $263M (-14.1%) Shares 3,486,000 (-10.2%) Est. Cost Unrealized
TTE TOTALENERGIES SE 0.1%
Value $10.01M (-78.5%) Shares 110,028 (-84.5%) Est. Cost Unrealized
BIDU BAIDU INC 0.2%
Value $13.31M (-68.8%) Shares 119,441 (-63.4%) Est. Cost Unrealized
ASHR DBX ETF TR 0.1%
Value $6.032M (-77.9%) Shares 184,810 (-77.8%) Est. Cost Unrealized
MSTR STRATEGY INC 0.3%
Value $21.22M (-46.3%) Shares 170,050 (-34.7%) Est. Cost Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value $315K (-98.1%) Shares 1,797 (-98.7%) Est. Cost Unrealized
ASML ASML HLDG NV 0.0%
Value $2.716M (-84.8%) Shares 2,056 (-87.7%) Est. Cost Unrealized
TCOM TRIP COM GROUP LTD 0.1%
Value $9.308M (-59.3%) Shares 186,954 (-41.2%) Est. Cost Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value $408K (-96.9%) Shares 4,000 (-93.5%) Est. Cost Unrealized
AMRZ AMRIZE LTD 1.0%
Value $75.32M (-13.9%) Shares 1,344,470 (-16.9%) Est. Cost Unrealized
ALC ALCON AG 0.2%
Value $12.19M (-47.0%) Shares 161,800 (-44.6%) Est. Cost Unrealized
COHR COHERENT CORP 0.0%
Value $2.163M (-81.8%) Shares 9,081 (-85.9%) Est. Cost Unrealized
AVGO BROADCOM INC 0.5%
Value $36.86M (-19.1%) Shares 119,099 (-9.5%) Est. Cost Unrealized
FER FERROVIAL SE 0.1%
Value $3.836M (-63.8%) Shares 58,968 (-64.0%) Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $1.751M (-75.7%) Shares 17,682 (-79.1%) Est. Cost Unrealized
URI UNITED RENTALS INC 0.1%
Value $4.007M (-54.0%) Shares 5,500 (-48.9%) Est. Cost Unrealized
TER TERADYNE INC 0.0%
Value $459K (-88.4%) Shares 1,548 (-92.4%) Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value $443K (-87.9%) Shares 2,903 (-89.1%) Est. Cost Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $3.685M (-46.2%) Shares 246,483 (-42.9%) Est. Cost Unrealized
FRO FRONTLINE PLC 0.0%
Value $1.51M (-67.4%) Shares 43,323 (-79.6%) Est. Cost Unrealized
AA ALCOA CORP 0.0%
Value $464K (-86.4%) Shares 6,994 (-89.1%) Est. Cost Unrealized
CAMT CAMTEK LTD 0.0%
Value $570K (-78.0%) Shares 3,759 (-84.6%) Est. Cost Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $162K (-92.6%) Shares 11,519 (-88.3%) Est. Cost Unrealized
ARGX ARGENX SE 0.0%
Value $2.191M (-47.9%) Shares 3,000 (-40.0%) Est. Cost Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $1.406M (-56.8%) Shares 28,828 (-57.8%) Est. Cost Unrealized
ESLT ELBIT SYS LTD 0.0%
Value $532K (-77.0%) Shares 627 (-84.3%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $436K (-78.6%) Shares 2,500 (-77.1%) Est. Cost Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $333K (-82.1%) Shares 2,200 (-87.1%) Est. Cost Unrealized
ARGX ARGENX SE 0.0%
Value $730K (-65.3%) Shares 1,000 (-60.0%) Est. Cost Unrealized
IREN IREN LIMITED 0.0%
Value $894K (-59.1%) Shares 26,072 (-55.0%) Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC 0.2%
Value $12.13M (-9.4%) Shares 52,005 (-13.5%) Est. Cost Unrealized
BP BP PLC 0.0%
Value $1.105M (-49.8%) Shares 23,500 (-62.9%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $338K (-74.6%) Shares 697 (-69.5%) Est. Cost Unrealized
TMUS T-MOBILE US INC 0.0%
Value $3.515M (-19.2%) Shares 16,738 (-21.9%) Est. Cost Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value $773K (-48.3%) Shares 53,556 (-6.3%) Est. Cost Unrealized
LCID LUCID GROUP INC 0.0%
Value $214K (-71.1%) Shares 22,474 (-67.9%) Est. Cost Unrealized
SOXX ISHARES TR 0.0%
Value $276K (-62.9%) Shares 840 (-66.0%) Est. Cost Unrealized
ETHM DYNAMIX CORP 0.0%
Value $206K (-61.3%) Shares 19,628 (-61.9%) Est. Cost Unrealized
HAFN HAFNIA LTD 0.0%
Value $175K (-46.8%) Shares 23,071 (-62.7%) Est. Cost Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.1%
Value $8.534M (+1.7%) Shares 339,050 (-15.6%) Est. Cost Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value $310K (-28.1%) Shares 84,661 (-2.0%) Est. Cost Unrealized
OPK OPKO HEALTH INC 0.0%
Value $19,023 (-85.5%) Shares 16,687 (-84.0%) Est. Cost Unrealized
PMTR PERIMETER ACQUISITION CORP I 0.0%
Value $278K (-20.6%) Shares 27,145 (-20.3%) Est. Cost Unrealized

Unchanged Positions (22)

FLUT FLUTTER ENTMT PLC 0.3%
Value $21.41M Shares 210,000 Est. Cost Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value $11.38M Shares 757,908 Est. Cost Unrealized
INDA ISHARES TR 0.1%
Value $4.918M Shares 105,000 Est. Cost Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value $428K Shares 62,032 Est. Cost Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $1.114M Shares 32,254 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value $1.118M Shares 139,072 Est. Cost Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value $1.431M Shares 14,703 Est. Cost Unrealized
EPAM EPAM SYS INC 0.0%
Value $254K Shares 1,878 Est. Cost Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $1.169M Shares 8,519 Est. Cost Unrealized
TTAM TITAN AMER SA 0.0%
Value $552K Shares 36,873 Est. Cost Unrealized
CVSA COVISTA INC 0.0%
Value $529K Shares 4,591 Est. Cost Unrealized
RUM RUMBLE INC 0.0%
Value $203K Shares 39,788 Est. Cost Unrealized
ING ING GROEP N.V. 0.0%
Value $646K Shares 24,800 Est. Cost Unrealized
RL RALPH LAUREN CORP 0.0%
Value $1.491M Shares 4,333 Est. Cost Unrealized
PVH PVH CORPORATION 0.0%
Value $1.092M Shares 15,655 Est. Cost Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $406K Shares 3,083 Est. Cost Unrealized
DAVA ENDAVA PLC 0.0%
Value $59,692 Shares 13,505 Est. Cost Unrealized
LU LUFAX HOLDING LTD 0.0%
Value $51,238 Shares 27,400 Est. Cost Unrealized
NIO NIO INC 0.0%
Value $63,918 Shares 10,600 Est. Cost Unrealized
AUTL AUTOLUS THERAPEUTICS LTD 0.0%
Value $20,544 Shares 14,887 Est. Cost Unrealized
IQ IQIYI INC 0.0%
Value $16,065 Shares 11,900 Est. Cost Unrealized
AGG ISHARES TR 0.0%
Value $359K Shares 3,620 Est. Cost Unrealized