Limestone Investment Advisors LP Hedge Fund

Location: NEW YORK, NY

CIK: 0002075597 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $1.25B (100.0% shares, 0.0% debt)

Holdings (399)

New Positions (150)

HYG ISHARES TR 2.4%
Value $29.83M Shares 374,900 Est. Cost Unrealized
PDD PDD HOLDINGS INC 0.5%
Value $6.836M Shares 66,900 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $4.938M Shares 20,200 Est. Cost Unrealized
WFC WELLS FARGO & CO 0.3%
Value $3.581M Shares 44,986 Est. Cost Unrealized
MS MORGAN STANLEY 0.3%
Value $3.264M Shares 19,834 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.2%
Value $2.743M Shares 56,267 Est. Cost Unrealized
TOST TOAST INC 0.2%
Value $2.667M Shares 100,600 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $2.396M Shares 9,800 Est. Cost Unrealized
BA BOEING CO 0.2%
Value $2.355M Shares 11,833 Est. Cost Unrealized
PDD PDD HOLDINGS INC 0.2%
Value $2.215M Shares 21,679 Est. Cost Unrealized
AMZN AMAZON COM INC 0.2%
Value $2.192M Shares 10,526 Est. Cost Unrealized
PDD PDD HOLDINGS INC 0.2%
Value $1.993M Shares 19,500 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $1.957M Shares 6,652 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value $1.776M Shares 18,900 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value $1.739M Shares 18,500 Est. Cost Unrealized
NKE NIKE INC 0.1%
Value $1.671M Shares 31,634 Est. Cost Unrealized
VXX BARCLAYS BANK PLC 0.1%
Value $1.592M Shares 44,599 Est. Cost Unrealized
SONY SONY GROUP CORP 0.1%
Value $1.552M Shares 75,000 Est. Cost Unrealized
JAN JANUS LIVING INC 0.1%
Value $1.532M Shares 65,000 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $1.454M Shares 5,374 Est. Cost Unrealized
CAT CATERPILLAR INC 0.1%
Value $1.445M Shares 2,040 Est. Cost Unrealized
MWH SOLV ENERGY INC 0.1%
Value $1.426M Shares 47,500 Est. Cost Unrealized
GE GE AEROSPACE 0.1%
Value $1.422M Shares 5,010 Est. Cost Unrealized
TSLA TESLA INC 0.1%
Value $1.338M Shares 3,600 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $1.307M Shares 9,000 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $1.237M Shares 3,660 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $1.145M Shares 22,800 Est. Cost Unrealized
TSLA TESLA INC 0.1%
Value $1.115M Shares 3,000 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $1.11M Shares 5,600 Est. Cost Unrealized
BX BLACKSTONE INC 0.1%
Value $909K Shares 7,901 Est. Cost Unrealized
EEM ISHARES TR 0.1%
Value $901K Shares 15,870 Est. Cost Unrealized
USB US BANCORP 0.1%
Value $899K Shares 17,280 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $879K Shares 7,755 Est. Cost Unrealized
UL UNILEVER PLC 0.1%
Value $855K Shares 15,000 Est. Cost Unrealized
QCOM QUALCOMM INC 0.1%
Value $848K Shares 6,588 Est. Cost Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.1%
Value $806K Shares 6,036 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $780K Shares 5,400 Est. Cost Unrealized
BBWI BATH & BODY WORKS INC 0.1%
Value $744K Shares 39,836 Est. Cost Unrealized
SONO SONOS INC 0.1%
Value $739K Shares 55,183 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $739K Shares 7,200 Est. Cost Unrealized
CME CME GROUP INC 0.1%
Value $738K Shares 2,500 Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value $738K Shares 12,300 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $729K Shares 862 Est. Cost Unrealized
VSCO VICTORIAS SECRET AND CO 0.1%
Value $710K Shares 15,305 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $696K Shares 4,760 Est. Cost Unrealized
RFAM RF ACQUISITION CORP III 0.1%
Value $692K Shares 70,731 Est. Cost Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.1%
Value $690K Shares 41,310 Est. Cost Unrealized
DRAFTKINGS INC NEW 0.1%
Value $688K Shares 31,800 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value $686K Shares 45,600 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $674K Shares 3,400 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $631K Shares 2,087 Est. Cost Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value $612K Shares 12,049 Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $611K Shares 4,495 Est. Cost Unrealized
PRKS UNITED PARKS & RESORTS INC 0.0%
Value $610K Shares 18,690 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $604K Shares 3,130 Est. Cost Unrealized
PLNT PLANET FITNESS MASTER ISSUER 0.0%
Value $594K Shares 7,990 Est. Cost Unrealized
XFLH XFLH CAP CORP 0.0%
Value $584K Shares 59,165 Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value $568K Shares 21,929 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $561K Shares 1,706 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.0%
Value $549K Shares 2,613 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $530K Shares 3,668 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value $530K Shares 8,800 Est. Cost Unrealized
T AT&T INC 0.0%
Value $519K Shares 17,900 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $509K Shares 1,675 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $500K Shares 2,520 Est. Cost Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $479K Shares 4,370 Est. Cost Unrealized
XPEV XPENG INC 0.0%
Value $457K Shares 26,700 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $454K Shares 4,420 Est. Cost Unrealized
UBS UBS GROUP AG 0.0%
Value $445K Shares 11,400 Est. Cost Unrealized
CPNG COUPANG INC 0.0%
Value $442K Shares 23,400 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $439K Shares 1,594 Est. Cost Unrealized
BRZE BRAZE INC 0.0%
Value $437K Shares 18,505 Est. Cost Unrealized
SEAGATE HDD CAYMAN 0.0%
Value $431K Shares 1,100 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $419K Shares 2,900 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $415K Shares 27,600 Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $399K Shares 2,400 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $398K Shares 2,600 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $397K Shares 2,400 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $392K Shares 2,700 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $391K Shares 7,780 Est. Cost Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $352K Shares 10,200 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $352K Shares 2,300 Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $343K Shares 8,350 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $337K Shares 1,734 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $332K Shares 3,710 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $332K Shares 2,170 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $322K Shares 1,426 Est. Cost Unrealized
CME CME GROUP INC 0.0%
Value $298K Shares 1,010 Est. Cost Unrealized
XPEV XPENG INC 0.0%
Value $293K Shares 17,140 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $291K Shares 1,340 Est. Cost Unrealized
T AT&T INC 0.0%
Value $290K Shares 10,000 Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $282K Shares 4,793 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $281K Shares 2,600 Est. Cost Unrealized
VALE VALE S A 0.0%
Value $278K Shares 17,500 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $272K Shares 3,580 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $270K Shares 800 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $268K Shares 5,840 Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $249K Shares 1,500 Est. Cost Unrealized
PL PLANET LABS PBC 0.0%
Value $234K Shares 8,377 Est. Cost Unrealized
KEY KEYCORP 0.0%
Value $231K Shares 11,500 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $217K Shares 2,000 Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $215K Shares 1,749 Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value $214K Shares 1,400 Est. Cost Unrealized
KEY KEYCORP 0.0%
Value $205K Shares 10,200 Est. Cost Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $204K Shares 5,900 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $203K Shares 2,700 Est. Cost Unrealized
DRAFTKINGS INC NEW 0.0%
Value $201K Shares 9,300 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value $178K Shares 2,960 Est. Cost Unrealized
XPEV XPENG INC 0.0%
Value $176K Shares 10,300 Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $173K Shares 800 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $173K Shares 2,300 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $171K Shares 3,400 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value $164K Shares 2,200 Est. Cost Unrealized
VALE VALE S A 0.0%
Value $156K Shares 9,800 Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value $145K Shares 1,200 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $142K Shares 600 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $141K Shares 360 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $133K Shares 1,300 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $132K Shares 370 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $125K Shares 1,200 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $124K Shares 852 Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $122K Shares 1,830 Est. Cost Unrealized
DMII DRUGS MADE IN AMER ACQ II CO 0.0%
Value $119K Shares 11,900 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $117K Shares 600 Est. Cost Unrealized
CHWY CHEWY INC 0.0%
Value $116K Shares 4,300 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value $114K Shares 1,900 Est. Cost Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $113K Shares 860 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $112K Shares 400 Est. Cost Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $112K Shares 3,230 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $110K Shares 400 Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $104K Shares 628 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $104K Shares 670 Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $102K Shares 420 Est. Cost Unrealized
UBS UBS GROUP AG 0.0%
Value $89,861 Shares 2,300 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $75,262 Shares 970 Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $74,577 Shares 323 Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $74,000 Shares 586 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $64,517 Shares 596 Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value $60,600 Shares 500 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $59,007 Shares 128 Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $58,484 Shares 67 Est. Cost Unrealized
DRAFTKINGS INC NEW 0.0%
Value $43,456 Shares 2,010 Est. Cost Unrealized
SEAGATE HDD CAYMAN 0.0%
Value $39,176 Shares 100 Est. Cost Unrealized
CPNG COUPANG INC 0.0%
Value $33,984 Shares 1,800 Est. Cost Unrealized
CYAB CYABRA INC 0.0%
Value $31,450 Shares 17,000 Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value $30,550 Shares 200 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $27,996 Shares 88 Est. Cost Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $21,902 Shares 200 Est. Cost Unrealized
CHWY CHEWY INC 0.0%
Value $21,600 Shares 800 Est. Cost Unrealized
SE SEA LTD 0.0%
Value $8,281 Shares 100 Est. Cost Unrealized

Increased Positions (103)

SPY STATE STR SPDR S&P 500 ETF T 22.4%
Value $280M (+45.7%) Shares 431,000 (+52.7%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 12.5%
Value $157M (+23.7%) Shares 240,900 (+29.7%) Est. Cost Unrealized
MSFT MICROSOFT CORP 1.9%
Value $23.73M (+99.4%) Shares 64,100 (+160.6%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 1.2%
Value $14.57M (+392.8%) Shares 71,600 (+418.8%) Est. Cost Unrealized
MSFT MICROSOFT CORP 1.9%
Value $23.32M (+95.2%) Shares 63,000 (+155.1%) Est. Cost Unrealized
META META PLATFORMS INC 0.9%
Value $10.78M (+488.4%) Shares 18,840 (+578.9%) Est. Cost Unrealized
MSFT MICROSOFT CORP 0.9%
Value $11.37M (+271.2%) Shares 30,710 (+384.9%) Est. Cost Unrealized
NFLX NETFLIX INC. 1.0%
Value $12.88M (+144.5%) Shares 134,000 (+138.4%) Est. Cost Unrealized
NFLX NETFLIX INC. 0.9%
Value $11.69M (+107.5%) Shares 121,600 (+102.3%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.8%
Value $9.561M (+165.7%) Shares 47,000 (+179.8%) Est. Cost Unrealized
AMZN AMAZON COM INC 1.6%
Value $20.56M (+28.1%) Shares 98,700 (+42.0%) Est. Cost Unrealized
GOOGL ALPHABET INC 0.9%
Value $11.18M (+66.4%) Shares 38,864 (+81.1%) Est. Cost Unrealized
CAT CATERPILLAR INC 0.7%
Value $8.572M (+87.0%) Shares 12,100 (+51.2%) Est. Cost Unrealized
WFC WELLS FARGO & CO 1.0%
Value $12.14M (+44.3%) Shares 152,500 (+68.9%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $3.759M (+957.5%) Shares 25,700 (+1185.0%) Est. Cost Unrealized
META META PLATFORMS INC 1.4%
Value $16.94M (+25.1%) Shares 29,600 (+44.4%) Est. Cost Unrealized
AAPL APPLE INC 0.6%
Value $7.299M (+83.9%) Shares 28,761 (+97.0%) Est. Cost Unrealized
V VISA INC 0.3%
Value $4.192M (+340.1%) Shares 13,871 (+410.7%) Est. Cost Unrealized
WFC WELLS FARGO & CO 0.8%
Value $10.13M (+46.0%) Shares 127,200 (+71.0%) Est. Cost Unrealized
ASML ASML HLDG NV 0.4%
Value $4.882M (+171.6%) Shares 3,696 (+120.0%) Est. Cost Unrealized
GOOGL ALPHABET INC 1.6%
Value $19.99M (+16.7%) Shares 69,500 (+27.1%) Est. Cost Unrealized
SLB SLB LIMITED 0.3%
Value $3.371M (+536.5%) Shares 65,600 (+375.4%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $2.52M (+2509.0%) Shares 12,387 (+2646.6%) Est. Cost Unrealized
NXT NEXTPOWER INC 0.5%
Value $6.808M (+41.3%) Shares 56,474 (+2.1%) Est. Cost Unrealized
NKE NIKE INC 0.2%
Value $2.604M (+308.7%) Shares 49,300 (+393.0%) Est. Cost Unrealized
DIS DISNEY WALT CO 0.3%
Value $3.173M (+150.7%) Shares 32,923 (+196.0%) Est. Cost Unrealized
SLB SLB LIMITED 0.2%
Value $2.138M (+813.1%) Shares 41,600 (+582.0%) Est. Cost Unrealized
BAC BANK AMERICA CORP 0.8%
Value $9.492M (+24.4%) Shares 194,700 (+40.4%) Est. Cost Unrealized
AMZN AMAZON COM INC 1.6%
Value $19.47M (+10.6%) Shares 93,500 (+22.5%) Est. Cost Unrealized
GLW CORNING INC 0.3%
Value $3.59M (+103.0%) Shares 26,400 (+30.7%) Est. Cost Unrealized
USB US BANCORP 0.1%
Value $1.872M (+3408.9%) Shares 36,000 (+3500.0%) Est. Cost Unrealized
META META PLATFORMS INC 1.2%
Value $14.42M (+14.4%) Shares 25,200 (+31.9%) Est. Cost Unrealized
INTC INTEL CORP 0.2%
Value $2.123M (+493.0%) Shares 48,100 (+395.9%) Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $3.683M (+90.3%) Shares 17,800 (+40.2%) Est. Cost Unrealized
KO COCA COLA CO 0.1%
Value $1.521M (+7152.2%) Shares 20,000 (+6566.7%) Est. Cost Unrealized
QCOM QUALCOMM INC 0.3%
Value $3.838M (+58.0%) Shares 29,800 (+109.9%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $4.418M (+45.3%) Shares 30,200 (+76.6%) Est. Cost Unrealized
BX BLACKSTONE INC 0.2%
Value $2.3M (+136.8%) Shares 20,000 (+217.5%) Est. Cost Unrealized
INTC INTEL CORP 0.1%
Value $1.425M (+1279.6%) Shares 32,300 (+1053.6%) Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $2.753M (+77.2%) Shares 9,100 (+116.7%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $1.841M (+172.8%) Shares 3,684 (+211.7%) Est. Cost Unrealized
HYAC HAYMAKER ACQUISITION CORP IV 0.1%
Value $1.153M (+3733.2%) Shares 392,164 (+1920.9%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value $3.734M (+41.4%) Shares 13,800 (+72.5%) Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value $3.6M (+43.1%) Shares 11,900 (+75.0%) Est. Cost Unrealized
DIS DISNEY WALT CO 0.2%
Value $2.969M (+56.2%) Shares 30,800 (+84.4%) Est. Cost Unrealized
USB US BANCORP 0.1%
Value $1.217M (+635.7%) Shares 23,400 (+654.8%) Est. Cost Unrealized
NKE NIKE INC 0.3%
Value $3.148M (+47.5%) Shares 59,600 (+77.9%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value $3.761M (+35.6%) Shares 13,900 (+65.5%) Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.3%
Value $4.083M (+28.8%) Shares 111,100 (+78.3%) Est. Cost Unrealized
GOOGL ALPHABET INC 1.5%
Value $19.24M (+4.7%) Shares 66,900 (+14.0%) Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.3%
Value $4.278M (+24.7%) Shares 116,400 (+72.7%) Est. Cost Unrealized
SE SEA LTD 0.1%
Value $1.739M (+94.7%) Shares 21,000 (+200.0%) Est. Cost Unrealized
BA BOEING CO 0.3%
Value $3.742M (+28.6%) Shares 18,800 (+40.3%) Est. Cost Unrealized
APH AMPHENOL CORP 0.1%
Value $1.036M (+325.9%) Shares 8,200 (+355.6%) Est. Cost Unrealized
KO COCA COLA CO 0.1%
Value $1.034M (+311.0%) Shares 13,600 (+277.8%) Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.2%
Value $2.077M (+58.3%) Shares 56,510 (+119.2%) Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $1.88M (+62.6%) Shares 5,500 (+22.2%) Est. Cost Unrealized
BAC BANK AMERICA CORP 0.7%
Value $8.419M (-7.8%) Shares 172,700 (+4.0%) Est. Cost Unrealized
CSCO CISCO SYS INC 0.2%
Value $2.242M (+44.8%) Shares 28,900 (+43.8%) Est. Cost Unrealized
CSX CSX CORP 0.1%
Value $800K (+513.4%) Shares 19,500 (+441.7%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $2.248M (+31.3%) Shares 4,500 (+50.0%) Est. Cost Unrealized
COP CONOCOPHILLIPS 0.1%
Value $1.267M (+65.1%) Shares 9,600 (+17.1%) Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value $652K (+256.9%) Shares 3,000 (+275.0%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $479K (+3554.4%) Shares 3,900 (+3800.0%) Est. Cost Unrealized
GE GE AEROSPACE 0.2%
Value $2.781M (+18.8%) Shares 9,800 (+28.9%) Est. Cost Unrealized
COP CONOCOPHILLIPS 0.1%
Value $1.188M (+51.1%) Shares 9,000 (+7.1%) Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $449K (+830.8%) Shares 1,900 (+850.0%) Est. Cost Unrealized
CSCO CISCO SYS INC 0.2%
Value $2.188M (+21.4%) Shares 28,200 (+20.5%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $602K (+170.1%) Shares 4,900 (+188.2%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value $916K (+64.0%) Shares 2,800 (+55.6%) Est. Cost Unrealized
MS MORGAN STANLEY 0.5%
Value $5.859M (+6.5%) Shares 35,600 (+14.8%) Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $556K (+172.9%) Shares 4,400 (+193.3%) Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $383K (+632.5%) Shares 900 (+800.0%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $1.446M (+24.6%) Shares 14,700 (+25.6%) Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $468K (+149.9%) Shares 1,200 (+200.0%) Est. Cost Unrealized
RTX RTX CORPORATION 0.1%
Value $1.235M (+29.5%) Shares 6,400 (+23.1%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $388K (+234.0%) Shares 800 (+300.0%) Est. Cost Unrealized
CCL CARNIVAL CORP 0.1%
Value $820K (+47.6%) Shares 31,700 (+74.2%) Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $270K (+1493.4%) Shares 1,500 (+1400.0%) Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $416K (+144.5%) Shares 1,800 (+200.0%) Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $2.23M (+10.7%) Shares 9,200 (+35.3%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $446K (+89.3%) Shares 1,300 (+85.7%) Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $357K (+126.2%) Shares 2,300 (+109.1%) Est. Cost Unrealized
APH AMPHENOL CORP 0.0%
Value $278K (+142.0%) Shares 2,200 (+158.8%) Est. Cost Unrealized
DIS DISNEY WALT CO 0.2%
Value $2.284M (+7.4%) Shares 23,700 (+26.7%) Est. Cost Unrealized
LIN LINDE PLC 0.0%
Value $198K (+132.5%) Shares 400 (+100.0%) Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $111K (+1351.2%) Shares 1,200 (+1900.0%) Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $311K (+44.3%) Shares 2,000 (+33.3%) Est. Cost Unrealized
QCOM QUALCOMM INC 0.3%
Value $3.413M (-2.7%) Shares 26,500 (+29.3%) Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $211K (+65.7%) Shares 1,600 (+60.0%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $82,344 (+1975.2%) Shares 837 (+1992.5%) Est. Cost Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $183K (+70.1%) Shares 1,400 (+55.6%) Est. Cost Unrealized
MELI MERCADOLIBRE INC 0.1%
Value $1.556M (-3.4%) Shares 900 (+12.5%) Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $2.109M (-2.5%) Shares 8,700 (+19.2%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $309K (+14.7%) Shares 900 (+12.5%) Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $379K (+7.4%) Shares 3,000 (+15.4%) Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $177K (-9.4%) Shares 1,200 (+20.0%) Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $323K (-5.0%) Shares 700 (+16.7%) Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $957K (+1.7%) Shares 2,250 (+25.0%) Est. Cost Unrealized
CCL CARNIVAL CORP 0.1%
Value $717K (+2.1%) Shares 27,700 (+20.4%) Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $220K (-4.5%) Shares 2,100 (+40.0%) Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $108K (+8.1%) Shares 1,030 (+58.5%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $10,297 (+205.8%) Shares 30 (+200.0%) Est. Cost Unrealized

Exited Positions (197)

QQQ INVESCO QQQ TR 0.5%
Value $6.143M Shares 10,000 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.5%
Value $5.854M Shares 34,200 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value $3.804M Shares 102,800 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $3.226M Shares 17,300 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $2.947M Shares 15,800 Est. Cost Unrealized
LLY ELI LILLY & CO 0.2%
Value $2.794M Shares 2,600 Est. Cost Unrealized
LLY ELI LILLY & CO 0.2%
Value $2.794M Shares 2,600 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value $2.716M Shares 73,400 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value $2.642M Shares 10,900 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value $2.569M Shares 10,600 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $1.783M Shares 10,417 Est. Cost Unrealized
NFLX NETFLIX INC 0.1%
Value $1.718M Shares 18,320 Est. Cost Unrealized
DDOG DATADOG INC 0.1%
Value $1.632M Shares 12,000 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $1.627M Shares 11,100 Est. Cost Unrealized
DDOG DATADOG INC 0.1%
Value $1.55M Shares 11,400 Est. Cost Unrealized
VST VISTRA CORP 0.1%
Value $1.544M Shares 9,568 Est. Cost Unrealized
VKTX VIKING THERAPEUTICS INC 0.1%
Value $1.52M Shares 43,207 Est. Cost Unrealized
DASH DOORDASH INC 0.1%
Value $1.268M Shares 5,600 Est. Cost Unrealized
DHI D R HORTON INC 0.1%
Value $1.253M Shares 8,700 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $1.187M Shares 8,100 Est. Cost Unrealized
BHP BHP GROUP LTD 0.1%
Value $1.075M Shares 17,800 Est. Cost Unrealized
DASH DOORDASH INC 0.1%
Value $1.019M Shares 4,500 Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value $983K Shares 31,500 Est. Cost Unrealized
BLK BLACKROCK INC 0.1%
Value $963K Shares 900 Est. Cost Unrealized
INTU INTUIT 0.1%
Value $927K Shares 1,400 Est. Cost Unrealized
HAL HALLIBURTON CO 0.1%
Value $916K Shares 32,400 Est. Cost Unrealized
DOW DOW INC 0.1%
Value $884K Shares 37,800 Est. Cost Unrealized
RBLX ROBLOX CORP 0.1%
Value $875K Shares 10,800 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $860K Shares 2,500 Est. Cost Unrealized
BLK BLACKROCK INC 0.1%
Value $856K Shares 800 Est. Cost Unrealized
SPCE 2.5 02/01/27 CORP 0.1%
Value $818K Shares 1,000,000 Est. Cost Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value $813K Shares 23,600 Est. Cost Unrealized
POOL POOL CORP 0.1%
Value $795K Shares 3,477 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.1%
Value $790K Shares 4,855 Est. Cost Unrealized
LZB LA Z BOY INC 0.1%
Value $789K Shares 21,182 Est. Cost Unrealized
BBY BEST BUY INC 0.1%
Value $789K Shares 11,791 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value $783K Shares 750,000 Est. Cost Unrealized
TER TERADYNE INC 0.1%
Value $774K Shares 4,000 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value $751K Shares 3,600 Est. Cost Unrealized
CI THE CIGNA GROUP 0.1%
Value $743K Shares 2,700 Est. Cost Unrealized
DDOG DATADOG INC 0.1%
Value $721K Shares 5,300 Est. Cost Unrealized
FIVE FIVE BELOW INC 0.1%
Value $709K Shares 3,762 Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value $696K Shares 19,079 Est. Cost Unrealized
CROX CROCS INC 0.1%
Value $684K Shares 8,000 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.1%
Value $672K Shares 7,000 Est. Cost Unrealized
WDAY WORKDAY INC 0.1%
Value $654K Shares 3,047 Est. Cost Unrealized
NOK NOKIA CORP 0.1%
Value $648K Shares 100,200 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $633K Shares 3,700 Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $623K Shares 1,600 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.0%
Value $615K Shares 6,400 Est. Cost Unrealized
TER TERADYNE INC 0.0%
Value $600K Shares 3,100 Est. Cost Unrealized
VFC V F CORP 0.0%
Value $599K Shares 33,129 Est. Cost Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value $595K Shares 9,600 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $585K Shares 1,700 Est. Cost Unrealized
CRM SALESFORCE INC 0.0%
Value $583K Shares 2,200 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $581K Shares 4,500 Est. Cost Unrealized
BHP BHP GROUP LTD 0.0%
Value $580K Shares 9,600 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.0%
Value $573K Shares 8,400 Est. Cost Unrealized
RBLX ROBLOX CORP 0.0%
Value $567K Shares 7,000 Est. Cost Unrealized
DHI D R HORTON INC 0.0%
Value $562K Shares 3,900 Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $560K Shares 3,110 Est. Cost Unrealized
RACE FERRARI N V 0.0%
Value $554K Shares 1,500 Est. Cost Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $546K Shares 27,298 Est. Cost Unrealized
DHI D R HORTON INC 0.0%
Value $531K Shares 3,688 Est. Cost Unrealized
NRG NRG ENERGY INC 0.0%
Value $512K Shares 500,000 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $510K Shares 1,600 Est. Cost Unrealized
CE CELANESE CORP DEL 0.0%
Value $500K Shares 500,000 Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $487K Shares 15,600 Est. Cost Unrealized
RACE FERRARI N V 0.0%
Value $480K Shares 1,300 Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value $475K Shares 5,452 Est. Cost Unrealized
INTU INTUIT 0.0%
Value $464K Shares 700 Est. Cost Unrealized
TTD THE TRADE DESK INC 0.0%
Value $458K Shares 12,070 Est. Cost Unrealized
HAL HALLIBURTON CO 0.0%
Value $444K Shares 15,700 Est. Cost Unrealized
TWLO TWILIO INC 0.0%
Value $441K Shares 3,100 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $433K Shares 2,074 Est. Cost Unrealized
GAP GAP INC 0.0%
Value $427K Shares 16,687 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $422K Shares 2,289 Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $410K Shares 1,600 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $403K Shares 6,000 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $398K Shares 3,000 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $390K Shares 2,000 Est. Cost Unrealized
CI THE CIGNA GROUP 0.0%
Value $385K Shares 1,400 Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $373K Shares 3,600 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $371K Shares 5,700 Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $350K Shares 900 Est. Cost Unrealized
CRH CRH PLC 0.0%
Value $349K Shares 2,800 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $348K Shares 2,700 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.0%
Value $348K Shares 5,100 Est. Cost Unrealized
LEN LENNAR CORP 0.0%
Value $339K Shares 3,300 Est. Cost Unrealized
FTNT FORTINET INC 0.0%
Value $333K Shares 4,199 Est. Cost Unrealized
CCJ CAMECO CORP 0.0%
Value $329K Shares 3,600 Est. Cost Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value $324K Shares 2,000 Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $322K Shares 1,900 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $319K Shares 2,400 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $316K Shares 2,450 Est. Cost Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $303K Shares 8,800 Est. Cost Unrealized
NET CLOUDFLARE INC 0.0%
Value $296K Shares 1,500 Est. Cost Unrealized
ATI ATI INC 0.0%
Value $275K Shares 2,400 Est. Cost Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $267K Shares 250,000 Est. Cost Unrealized
SBGI SINCLAIR INC 0.0%
Value $262K Shares 250,000 Est. Cost Unrealized
PFSI PENNYMAC FINL SVCS INC NEW 0.0%
Value $261K Shares 250,000 Est. Cost Unrealized
WCC WESCO INTL INC 0.0%
Value $261K Shares 250,000 Est. Cost Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $261K Shares 250,000 Est. Cost Unrealized
GEL GENESIS ENERGY L P 0.0%
Value $260K Shares 250,000 Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $259K Shares 250,000 Est. Cost Unrealized
ADNT ADIENT PLC 0.0%
Value $258K Shares 250,000 Est. Cost Unrealized
TEX TEREX CORP NEW 0.0%
Value $257K Shares 250,000 Est. Cost Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value $257K Shares 250,000 Est. Cost Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value $254K Shares 250,000 Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $254K Shares 250,000 Est. Cost Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $253K Shares 250,000 Est. Cost Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value $253K Shares 250,000 Est. Cost Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value $251K Shares 250,000 Est. Cost Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value $250K Shares 250,000 Est. Cost Unrealized
RBRK RUBRIK INC. 0.0%
Value $248K Shares 3,238 Est. Cost Unrealized
ZS ZSCALER INC 0.0%
Value $247K Shares 1,100 Est. Cost Unrealized
MAGN MAGNERA CORP 0.0%
Value $246K Shares 250,000 Est. Cost Unrealized
CC CHEMOURS CO 0.0%
Value $242K Shares 250,000 Est. Cost Unrealized
LGIH LGI HOMES INC 0.0%
Value $240K Shares 250,000 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $239K Shares 5,100 Est. Cost Unrealized
CRM SALESFORCE INC 0.0%
Value $238K Shares 900 Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $234K Shares 600 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.0%
Value $233K Shares 2,430 Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $232K Shares 1,600 Est. Cost Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $230K Shares 1,700 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $228K Shares 3,400 Est. Cost Unrealized
JBL JABIL INC 0.0%
Value $228K Shares 1,000 Est. Cost Unrealized
NXT NEXTPOWER INC 0.0%
Value $226K Shares 2,600 Est. Cost Unrealized
CTAS CINTAS CORP 0.0%
Value $226K Shares 1,200 Est. Cost Unrealized
AA ALCOA CORP 0.0%
Value $223K Shares 4,200 Est. Cost Unrealized
PINS PINTEREST INC 0.0%
Value $220K Shares 8,500 Est. Cost Unrealized
TWLO TWILIO INC 0.0%
Value $213K Shares 1,500 Est. Cost Unrealized
RKT ROCKET COS INC 0.0%
Value $203K Shares 10,500 Est. Cost Unrealized
DOW DOW INC 0.0%
Value $199K Shares 8,500 Est. Cost Unrealized
RKT ROCKET COS INC 0.0%
Value $190K Shares 9,800 Est. Cost Unrealized
PINS PINTEREST INC 0.0%
Value $189K Shares 7,300 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $189K Shares 2,900 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.0%
Value $185K Shares 2,707 Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $179K Shares 700 Est. Cost Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $179K Shares 5,200 Est. Cost Unrealized
NET CLOUDFLARE INC 0.0%
Value $177K Shares 900 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $177K Shares 500 Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value $172K Shares 800 Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $168K Shares 4,600 Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $164K Shares 1,900 Est. Cost Unrealized
ANNA ALEANNA INC 0.0%
Value $161K Shares 56,000 Est. Cost Unrealized
BBY BEST BUY INC 0.0%
Value $161K Shares 2,400 Est. Cost Unrealized
RACE FERRARI N V 0.0%
Value $156K Shares 421 Est. Cost Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $149K Shares 1,100 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value $147K Shares 22,700 Est. Cost Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $142K Shares 1,300 Est. Cost Unrealized
CRH CRH PLC 0.0%
Value $137K Shares 1,100 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $135K Shares 1,200 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value $131K Shares 1,610 Est. Cost Unrealized
LIN LINDE PLC 0.0%
Value $124K Shares 290 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $122K Shares 2,600 Est. Cost Unrealized
TTD THE TRADE DESK INC 0.0%
Value $121K Shares 3,200 Est. Cost Unrealized
CI THE CIGNA GROUP 0.0%
Value $121K Shares 440 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value $119K Shares 18,440 Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value $118K Shares 400 Est. Cost Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value $113K Shares 700 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $113K Shares 1,000 Est. Cost Unrealized
INTU INTUIT 0.0%
Value $113K Shares 170 Est. Cost Unrealized
TTD THE TRADE DESK INC 0.0%
Value $106K Shares 2,800 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $105K Shares 320 Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $105K Shares 820 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $104K Shares 500 Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $102K Shares 600 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $102K Shares 1,560 Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $101K Shares 260 Est. Cost Unrealized
RBLX ROBLOX CORP 0.0%
Value $94,805 Shares 1,170 Est. Cost Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $92,914 Shares 850 Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value $88,803 Shares 300 Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value $85,912 Shares 400 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value $85,185 Shares 910 Est. Cost Unrealized
ATI ATI INC 0.0%
Value $80,332 Shares 700 Est. Cost Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value $74,364 Shares 1,200 Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $72,380 Shares 500 Est. Cost Unrealized
JBL JABIL INC 0.0%
Value $68,406 Shares 300 Est. Cost Unrealized
CCJ CAMECO CORP 0.0%
Value $54,894 Shares 600 Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $51,774 Shares 600 Est. Cost Unrealized
MUR MURPHY OIL CORP 0.0%
Value $49,982 Shares 50,000 Est. Cost Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $44,798 Shares 1,300 Est. Cost Unrealized
LEN LENNAR CORP 0.0%
Value $44,204 Shares 430 Est. Cost Unrealized
TBMCR TRAILBLAZER MERGER CORP I 0.0%
Value $41,242 Shares 170,000 Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $25,543 Shares 700 Est. Cost Unrealized
AA ALCOA CORP 0.0%
Value $21,256 Shares 400 Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $20,734 Shares 200 Est. Cost Unrealized
AERT AERIES TECHNOLOGY INC 0.0%
Value $17,965 Shares 34,849 Est. Cost Unrealized
KIDZ CLASSOVER HLDGS INC 0.0%
Value $17,355 Shares 97,500 Est. Cost Unrealized
BBY BEST BUY INC 0.0%
Value $13,386 Shares 200 Est. Cost Unrealized
JD JD.COM INC 0.0%
Value $8,610 Shares 300 Est. Cost Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value $3,833 Shares 250 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $2,087 Shares 10 Est. Cost Unrealized
BSLKW BOLT PROJS HLDGS INC 0.0%
Value $697 Shares 42,010 Est. Cost Unrealized
NOTE FISCALNOTE HOLDINGS INC 0.0%
Value $601 Shares 19,700 Est. Cost Unrealized
ALUR ALLURION TECHNOLOGIES INC 0.0%
Value $168 Shares 10,950 Est. Cost Unrealized

Decreased Positions (104)

DAL DELTA AIR LINES INC 0.0%
Value $193K (-98.1%) Shares 2,900 (-98.0%) Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $534K (-94.7%) Shares 11,800 (-93.1%) Est. Cost Unrealized
AAPL APPLE INC 1.6%
Value $19.57M (-26.2%) Shares 77,100 (-20.9%) Est. Cost Unrealized
AAPL APPLE INC 1.6%
Value $20.2M (-20.5%) Shares 79,600 (-14.9%) Est. Cost Unrealized
C CITIGROUP INC 0.9%
Value $11M (-24.0%) Shares 97,000 (-21.8%) Est. Cost Unrealized
CAT CATERPILLAR INC 0.2%
Value $2.409M (-58.4%) Shares 3,400 (-66.3%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value $8.089M (-26.6%) Shares 27,500 (-19.6%) Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $679K (-79.6%) Shares 3,500 (-81.8%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value $8.031M (-23.8%) Shares 27,300 (-16.5%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.692M (-57.2%) Shares 2,000 (-55.6%) Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $285K (-88.6%) Shares 6,300 (-85.3%) Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $660K (-76.8%) Shares 3,400 (-79.3%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.692M (-56.3%) Shares 2,000 (-54.5%) Est. Cost Unrealized
V VISA INC 0.2%
Value $2.75M (-44.0%) Shares 9,100 (-35.0%) Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $233K (-88.1%) Shares 3,500 (-87.5%) Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $24,708 (-98.5%) Shares 100 (-99.0%) Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $296K (-84.2%) Shares 1,200 (-89.6%) Est. Cost Unrealized
FTNT FORTINET INC 0.0%
Value $163K (-90.2%) Shares 2,000 (-90.4%) Est. Cost Unrealized
C CITIGROUP INC 1.0%
Value $11.99M (-11.1%) Shares 105,700 (-8.5%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%
Value $4.258M (-25.9%) Shares 12,600 (-33.3%) Est. Cost Unrealized
MS MORGAN STANLEY 0.5%
Value $6.04M (-19.2%) Shares 36,700 (-12.8%) Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $2.152M (-39.7%) Shares 10,400 (-55.6%) Est. Cost Unrealized
GE GE AEROSPACE 0.2%
Value $2.157M (-39.1%) Shares 7,600 (-33.9%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $1.856M (-42.4%) Shares 25,800 (-34.5%) Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $110K (-91.8%) Shares 322 (-93.9%) Est. Cost Unrealized
ASML ASML HLDG NV 0.7%
Value $8.189M (+17.8%) Shares 6,200 (-4.6%) Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $349K (-76.8%) Shares 400 (-82.6%) Est. Cost Unrealized
RGTIW RIGETTI COMPUTING INC 0.0%
Value $295K (-79.6%) Shares 53,724 (-58.7%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.4%
Value $5.103M (-18.1%) Shares 15,100 (-26.3%) Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $349K (-75.7%) Shares 400 (-81.8%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value $4.711M (-18.4%) Shares 37,550 (-4.7%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value $2.985M (-25.7%) Shares 41,505 (-15.6%) Est. Cost Unrealized
DHR DANAHER CORP DEL 0.0%
Value $114K (-90.1%) Shares 600 (-88.0%) Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $208K (-82.3%) Shares 1,300 (-79.7%) Est. Cost Unrealized
GLW CORNING INC 0.3%
Value $3.399M (+35.3%) Shares 25,000 (-12.9%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value $2.978M (-22.5%) Shares 41,400 (-11.9%) Est. Cost Unrealized
DHR DANAHER CORP DEL 0.0%
Value $228K (-78.4%) Shares 1,200 (-73.9%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $708K (-53.0%) Shares 7,200 (-52.6%) Est. Cost Unrealized
BX BLACKSTONE INC 0.0%
Value $22,998 (-97.1%) Shares 200 (-96.2%) Est. Cost Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $118K (-85.9%) Shares 11,000 (-79.9%) Est. Cost Unrealized
FTNT FORTINET INC 0.0%
Value $114K (-85.9%) Shares 1,400 (-86.3%) Est. Cost Unrealized
ASML ASML HLDG NV 0.5%
Value $6.472M (+12.0%) Shares 4,900 (-9.3%) Est. Cost Unrealized
ANDG ANDERSEN GROUP INC 0.1%
Value $637K (-50.9%) Shares 23,405 (-53.2%) Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $313K (-67.1%) Shares 6,800 (-64.8%) Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $711K (-47.0%) Shares 12,100 (-54.2%) Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $128K (-82.1%) Shares 800 (-79.5%) Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $17,248 (-97.1%) Shares 73 (-97.1%) Est. Cost Unrealized
NU NU HLDGS LTD 0.0%
Value $15,807 (-97.2%) Shares 1,100 (-96.8%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value $6.373M (-7.9%) Shares 9,800 (-3.4%) Est. Cost Unrealized
MRK MERCK & CO INC 0.1%
Value $878K (-38.2%) Shares 7,300 (-45.9%) Est. Cost Unrealized
NU NU HLDGS LTD 0.0%
Value $81,909 (-86.8%) Shares 5,700 (-84.7%) Est. Cost Unrealized
MRK MERCK & CO INC 0.0%
Value $373K (-58.8%) Shares 3,100 (-64.0%) Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $223K (-69.6%) Shares 700 (-74.1%) Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $101K (-83.0%) Shares 1,100 (-79.2%) Est. Cost Unrealized
LIN LINDE PLC 0.0%
Value $297K (-61.2%) Shares 600 (-66.7%) Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.374M (-23.9%) Shares 8,100 (-46.0%) Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $156K (-73.4%) Shares 800 (-81.4%) Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $101K (-79.9%) Shares 1,100 (-75.6%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $194K (-66.6%) Shares 400 (-60.0%) Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $226K (-62.7%) Shares 669 (-68.5%) Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $119K (-76.1%) Shares 900 (-76.9%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $163K (-69.9%) Shares 800 (-61.9%) Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $322K (-51.9%) Shares 900 (-57.1%) Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $811K (-30.0%) Shares 13,800 (-39.5%) Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $1.24M (-21.8%) Shares 4,440 (-1.1%) Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $215K (-61.7%) Shares 400 (-63.6%) Est. Cost Unrealized
BA BOEING CO 0.3%
Value $3.125M (-9.5%) Shares 15,700 (-1.3%) Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $53,802 (-84.9%) Shares 100 (-85.7%) Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $304K (-48.7%) Shares 1,400 (-46.2%) Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $1.299M (+26.3%) Shares 3,800 (-5.0%) Est. Cost Unrealized
BP BP PLC 0.0%
Value $56,400 (-82.5%) Shares 1,200 (-87.1%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $1.399M (-15.5%) Shares 2,800 (-3.4%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $458K (-35.8%) Shares 1,400 (-39.1%) Est. Cost Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $39,285 (-86.3%) Shares 300 (-87.5%) Est. Cost Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $243K (-50.5%) Shares 22,600 (-29.4%) Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $176K (-58.2%) Shares 1,900 (-42.4%) Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $340K (-41.3%) Shares 1,400 (-44.0%) Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $44,133 (-83.8%) Shares 300 (-78.6%) Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $70,370 (-76.1%) Shares 200 (-77.8%) Est. Cost Unrealized
ANNAW ALEANNA INC 0.0%
Value $304K (+251.4%) Shares 375,733 (-38.6%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $40,636 (-84.2%) Shares 200 (-80.0%) Est. Cost Unrealized
APH AMPHENOL CORP 0.0%
Value $493K (-29.9%) Shares 3,900 (-25.0%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $19,396 (-91.2%) Shares 40 (-89.5%) Est. Cost Unrealized
CHWY CHEWY INC 0.0%
Value $432K (-31.6%) Shares 16,007 (-16.3%) Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $124K (-61.2%) Shares 2,700 (-58.5%) Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $553K (-24.9%) Shares 1,200 (-7.7%) Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value $119K (-59.3%) Shares 1,600 (-55.6%) Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $287K (-35.7%) Shares 3,100 (-11.4%) Est. Cost Unrealized
RTX RTX CORPORATION 0.1%
Value $1.254M (-11.2%) Shares 6,500 (-15.6%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $173K (-45.9%) Shares 529 (-48.7%) Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $115K (-49.1%) Shares 500 (-37.5%) Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $255K (-27.8%) Shares 800 (-38.5%) Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $128K (-39.0%) Shares 300 (-25.0%) Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $156K (-33.4%) Shares 400 (-20.0%) Est. Cost Unrealized
HON HONEYWELL INTL INC 0.1%
Value $1.153M (-6.2%) Shares 5,100 (-19.0%) Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $573K (-11.6%) Shares 6,400 (-16.9%) Est. Cost Unrealized
BP BP PLC 0.0%
Value $235K (+32.7%) Shares 5,000 (-2.0%) Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $2.104M (+2.2%) Shares 12,400 (-27.5%) Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $520K (-7.9%) Shares 5,800 (-13.4%) Est. Cost Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.1%
Value $822K (+4.8%) Shares 14,567 (-7.3%) Est. Cost Unrealized
HON HONEYWELL INTL INC 0.1%
Value $904K (-3.5%) Shares 4,000 (-16.7%) Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $388K (-6.8%) Shares 1,600 (-11.1%) Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $127K (+9.7%) Shares 3,100 (-3.1%) Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $152K (-6.5%) Shares 700 (-22.2%) Est. Cost Unrealized

Unchanged Positions (42)

TCOM TRIP COM GROUP LTD 0.2%
Value $2.221M Shares 44,600 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.3%
Value $3.283M Shares 18,800 Est. Cost Unrealized
PBR PETROLEO BRASILEIRO S A 0.1%
Value $1.836M Shares 88,461 Est. Cost Unrealized
SHEL SHELL PLC 0.3%
Value $3.348M Shares 36,000 Est. Cost Unrealized
NTES NETEASE COM INC 0.2%
Value $2.963M Shares 26,467 Est. Cost Unrealized
V VISA INC 0.3%
Value $4.05M Shares 13,400 Est. Cost Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value $2.043M Shares 14,300 Est. Cost Unrealized
BCS BARCLAYS PLC 0.2%
Value $2.939M Shares 138,900 Est. Cost Unrealized
NEXT NEXTDECADE CORP 0.1%
Value $1.805M Shares 235,634 Est. Cost Unrealized
RIO RIO TINTO PLC 0.3%
Value $3.528M Shares 37,814 Est. Cost Unrealized
YMM FULL TRUCK ALLIANCE CO LTD 0.1%
Value $1.622M Shares 195,371 Est. Cost Unrealized
MRP MILLROSE PPTYS INC 0.5%
Value $5.706M Shares 203,795 Est. Cost Unrealized
AER AERCAP HOLDINGS NV 0.5%
Value $5.653M Shares 41,206 Est. Cost Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value $1.598M Shares 190,644 Est. Cost Unrealized
IBN ICICI BANK LIMITED 0.1%
Value $1.484M Shares 57,300 Est. Cost Unrealized
MC MOELIS & CO 0.0%
Value $535K Shares 1,000 Est. Cost Unrealized
HSBC HSBC HLDGS PLC 0.4%
Value $4.622M Shares 56,037 Est. Cost Unrealized
BNTX BIONTECH SE 0.1%
Value $1.528M Shares 17,190 Est. Cost Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value $541K Shares 21,248 Est. Cost Unrealized
BEKE KE HLDGS INC 0.1%
Value $1.821M Shares 121,668 Est. Cost Unrealized
MSCI MSCI INC 0.1%
Value $1.078M Shares 2,000 Est. Cost Unrealized
NU NU HLDGS LTD 0.0%
Value $406K Shares 28,277 Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.1%
Value $1.005M Shares 59,213 Est. Cost Unrealized
JD JD.COM INC 0.2%
Value $2.191M Shares 74,080 Est. Cost Unrealized
SDAWW SUNCAR TECHNOLOGY GROUP INC 0.0%
Value $68,645 Shares 274,581 Est. Cost Unrealized
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value $574K Shares 57,286 Est. Cost Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.1%
Value $946K Shares 47,905 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $211K Shares 600 Est. Cost Unrealized
AMOD ALPHA MODUS HLDGS INC 0.0%
Value $41,366 Shares 112,500 Est. Cost Unrealized
AERTW AERIES TECHNOLOGY INC 0.0%
Value $9,948 Shares 497,399 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $231K Shares 1,400 Est. Cost Unrealized
NIOBW NIOCORP DEVS LTD 0.0%
Value $73,395 Shares 42,921 Est. Cost Unrealized
AMODW ALPHA MODUS HLDGS INC 0.0%
Value $24,164 Shares 538,163 Est. Cost Unrealized
CCGWW CHECHE GROUP INC 0.0%
Value $3,992 Shares 145,700 Est. Cost Unrealized
VEEAW VEEA INC 0.0%
Value $3,782 Shares 38,668 Est. Cost Unrealized
LVWR LIVEWIRE GROUP INC 0.0%
Value $2,610 Shares 52,200 Est. Cost Unrealized
COCHW ENVOY MEDICAL INC 0.0%
Value $1,558 Shares 23,467 Est. Cost Unrealized
LOTWW LOTUS TECHNOLOGY INC 0.0%
Value $708 Shares 17,351 Est. Cost Unrealized
CXAIW CXAPP INC 0.0%
Value $485 Shares 15,168 Est. Cost Unrealized
SPWRW SUNPOWER INC 0.0%
Value $3,769 Shares 15,076 Est. Cost Unrealized
LIMNW LIMINATUS PHARMA INC. 0.0%
Value $902 Shares 22,562 Est. Cost Unrealized
ASBPW ASPIRE BIOPHARMA HLDGS INC 0.0%
Value $1,245 Shares 75,000 Est. Cost Unrealized