DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. Hedge Fund

Location: Singapore

CIK: 0001672142 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 23, 2026

Total Value: $2.391B (100.0% shares, 0.0% debt)

Holdings (236)

New Positions (107)

EWY ISHARES INC 8.3%
Value $199M Shares 988,000 Est. Cost Unrealized
DRAM ROUNDHILL ETF TRUST 5.2%
Value $123M Shares 1,669,000 Est. Cost $73.85 Unrealized
MU MICRON TECHNOLOGY INC 1.5%
Value $36.94M Shares 32,000 Est. Cost $1154.29 Unrealized
DRAM ROUNDHILL ETF TRUST 1.5%
Value $36.92M Shares 500,000 Est. Cost $73.85 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 1.4%
Value $34.01M Shares 35,240 Est. Cost $965.00 Unrealized
INTC INTEL CORP 1.4%
Value $33.53M Shares 240,100 Est. Cost $139.63 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.9%
Value $21.05M Shares 36,231 Est. Cost $580.91 Unrealized
YMM FULL TRUCK ALLIANCE CO LTD 0.6%
Value $14.07M Shares 1,732,410 Est. Cost $8.12 Unrealized
URA GLOBAL X FDS 0.6%
Value $13.98M Shares 320,000 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.5%
Value $13.12M Shares 20,000 Est. Cost $374.03 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value $11.05M Shares 15,000 Est. Cost $736.40 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $9.699M Shares 26,000 Est. Cost $502.16 Unrealized
KLAC KLA CORP 0.4%
Value $9.051M Shares 30,000 Est. Cost $301.71 Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value $9.027M Shares 7,820 Est. Cost $1154.29 Unrealized
INIO INNIO NV 0.4%
Value $8.843M Shares 223,600 Est. Cost $39.55 Unrealized
LRCX LAM RESEARCH CORP 0.4%
Value $8.667M Shares 20,000 Est. Cost $433.33 Unrealized
APP APPLOVIN CORP 0.3%
Value $6.863M Shares 13,320 Est. Cost $515.23 Unrealized
HSHP HIMALAYA SHIPPING LTD 0.3%
Value $6.213M Shares 465,079 Est. Cost $13.36 Unrealized
COMP COMPASS INC 0.2%
Value $5.941M Shares 481,800 Est. Cost $12.33 Unrealized
AAPL APPLE INC 0.2%
Value $5.787M Shares 20,000 Est. Cost $289.36 Unrealized
SNDK SANDISK CORP 0.2%
Value $4.547M Shares 2,000 Est. Cost $159.23 Unrealized
ACGL ARCH CAP GROUP LTD 0.2%
Value $4.271M Shares 44,000 Est. Cost $97.06 Unrealized
NMM NAVIOS MARITIME PARTNERS LP 0.2%
Value $4.183M Shares 59,700 Est. Cost $70.07 Unrealized
TPR TAPESTRY INC 0.2%
Value $4.066M Shares 27,780 Est. Cost $146.38 Unrealized
CAR AVIS BUDGET GROUP INC 0.2%
Value $3.696M Shares 25,000 Est. Cost $147.83 Unrealized
GOOGL ALPHABET INC 0.1%
Value $3.574M Shares 10,000 Est. Cost $276.24 Unrealized
PTC PTC INC 0.1%
Value $3.067M Shares 27,000 Est. Cost $113.61 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $2.905M Shares 5,000 Est. Cost $580.91 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $2.905M Shares 5,000 Est. Cost $580.91 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $2.755M Shares 5,546 Est. Cost $496.73 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.1%
Value $2.576M Shares 47,900 Est. Cost $53.78 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value $2.545M Shares 10,000 Est. Cost $254.50 Unrealized
APH AMPHENOL CORP 0.1%
Value $2.468M Shares 14,000 Est. Cost $176.32 Unrealized
PAYP PAYPAY CORP 0.1%
Value $2.448M Shares 170,800 Est. Cost $14.33 Unrealized
AFRM AFFIRM HLDGS INC 0.1%
Value $2.446M Shares 30,000 Est. Cost $81.55 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.1%
Value $2.419M Shares 14,159 Est. Cost $170.86 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value $2.348M Shares 23,650 Est. Cost $99.29 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $2.288M Shares 19,607 Est. Cost $116.67 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $2.236M Shares 3,037 Est. Cost $736.40 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.1%
Value $2.136M Shares 12,500 Est. Cost $170.86 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value $2.028M Shares 4,700 Est. Cost $431.46 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $2.001M Shares 10,000 Est. Cost $174.95 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value $1.98M Shares 25,000 Est. Cost $79.22 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $1.916M Shares 3,000 Est. Cost $137.43 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $1.916M Shares 3,000 Est. Cost $137.43 Unrealized
SNPS SYNOPSYS INC 0.1%
Value $1.91M Shares 4,282 Est. Cost $446.07 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value $1.881M Shares 46,024 Est. Cost $40.87 Unrealized
LLY ELI LILLY & CO 0.1%
Value $1.799M Shares 1,500 Est. Cost $1199.43 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.751M Shares 8,228 Est. Cost $212.77 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $1.658M Shares 10,000 Est. Cost $165.76 Unrealized
IREN IREN LIMITED 0.1%
Value $1.523M Shares 33,300 Est. Cost $45.73 Unrealized
XYZ BLOCK INC 0.1%
Value $1.52M Shares 20,000 Est. Cost $76.00 Unrealized
FIVE FIVE BELOW INC 0.1%
Value $1.48M Shares 8,233 Est. Cost $179.79 Unrealized
SNY SANOFI SA 0.1%
Value $1.425M Shares 33,400 Est. Cost $42.66 Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value $1.359M Shares 3,832 Est. Cost $354.57 Unrealized
ALB ALBEMARLE CORP 0.1%
Value $1.35M Shares 10,000 Est. Cost Unrealized
ALB ALBEMARLE CORP 0.1%
Value $1.35M Shares 10,000 Est. Cost Unrealized
RVMD REVOLUTION MEDICINES INC 0.1%
Value $1.217M Shares 6,500 Est. Cost $187.28 Unrealized
SLB SLB LIMITED 0.0%
Value $1.162M Shares 25,000 Est. Cost Unrealized
MP MP MATERIALS CORP 0.0%
Value $1.12M Shares 20,000 Est. Cost Unrealized
MP MP MATERIALS CORP 0.0%
Value $1.12M Shares 20,000 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $1.094M Shares 1,434 Est. Cost $763.14 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $1.093M Shares 7,500 Est. Cost $145.78 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $1.062M Shares 20,000 Est. Cost Unrealized
INTU INTUIT 0.0%
Value $1.044M Shares 4,000 Est. Cost $261.00 Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value $979K Shares 4,000 Est. Cost $244.77 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $976K Shares 3,100 Est. Cost $314.84 Unrealized
ERAS ERASCA INC 0.0%
Value $958K Shares 52,300 Est. Cost $18.32 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $939K Shares 18,200 Est. Cost $51.60 Unrealized
NIO NIO INC 0.0%
Value $928K Shares 183,400 Est. Cost $5.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $928K Shares 3,300 Est. Cost $281.21 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value $857K Shares 9,218 Est. Cost $92.98 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $854K Shares 8,000 Est. Cost $106.73 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $854K Shares 8,000 Est. Cost $106.73 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $744K Shares 6,971 Est. Cost $106.73 Unrealized
AAPL APPLE INC 0.0%
Value $744K Shares 2,570 Est. Cost $289.36 Unrealized
DRAM ROUNDHILL ETF TRUST 0.0%
Value $739K Shares 10,000 Est. Cost $73.85 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value $726K Shares 12,906 Est. Cost $56.22 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $664K Shares 1,600 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $664K Shares 1,600 Est. Cost Unrealized
TRVI TREVI THERAPEUTICS INC 0.0%
Value $658K Shares 35,300 Est. Cost $18.65 Unrealized
CAR AVIS BUDGET GROUP INC 0.0%
Value $652K Shares 4,413 Est. Cost $147.83 Unrealized
DFTX DEFINIUM THERAPEUTICS INC 0.0%
Value $625K Shares 13,289 Est. Cost $47.04 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $577K Shares 500 Est. Cost $1154.29 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value $566K Shares 150,000 Est. Cost $3.77 Unrealized
NTES NETEASE COM INC 0.0%
Value $547K Shares 4,269 Est. Cost $128.14 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value $512K Shares 3,088 Est. Cost $165.76 Unrealized
TJX TJX COS INC NEW 0.0%
Value $508K Shares 3,350 Est. Cost $151.50 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $497K Shares 20,000 Est. Cost $24.83 Unrealized
AS AMER SPORTS INC 0.0%
Value $491K Shares 14,500 Est. Cost $33.84 Unrealized
ALAB ASTERA LABS INC 0.0%
Value $483K Shares 1,000 Est. Cost $483.02 Unrealized
MLI MUELLER INDS INC 0.0%
Value $455K Shares 3,700 Est. Cost $122.93 Unrealized
SNDK SANDISK CORP 0.0%
Value $455K Shares 200 Est. Cost $159.23 Unrealized
ALMR ALAMAR BIOSCIENCES INC 0.0%
Value $450K Shares 16,600 Est. Cost $27.09 Unrealized
NVT NVENT ELEC PLC 0.0%
Value $407K Shares 2,400 Est. Cost $169.61 Unrealized
TNGX TANGO THERAPEUTICS INC 0.0%
Value $313K Shares 10,000 Est. Cost $31.26 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $289K Shares 7,134 Est. Cost $40.51 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value $289K Shares 3,682 Est. Cost $78.42 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $284K Shares 2,141 Est. Cost $132.52 Unrealized
WRB BERKLEY W R CORP 0.0%
Value $284K Shares 4,020 Est. Cost $70.53 Unrealized
AXS AXIS CAP HLDGS LTD 0.0%
Value $283K Shares 2,630 Est. Cost $107.44 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value $274K Shares 2,675 Est. Cost $102.39 Unrealized
VNET VNET GROUP INC 0.0%
Value $236K Shares 29,368 Est. Cost $8.04 Unrealized
CRWV COREWEAVE INC 0.0%
Value $235K Shares 2,362 Est. Cost $99.54 Unrealized
ZGN ERMENEGILDO ZEGNA N V 0.0%
Value $234K Shares 18,000 Est. Cost $13.02 Unrealized
BX BLACKSTONE INC 0.0%
Value $213K Shares 1,808 Est. Cost $117.67 Unrealized
WOLF WOLFSPEED INC 0.0%
Value $202K Shares 4,196 Est. Cost $48.25 Unrealized

Increased Positions (58)

SMH VANECK ETF TRUST 38.2%
Value $914M (+5185.8%) Shares 1,393,500 (+2989.8%) Est. Cost $374.03 Unrealized
NOK NOKIA CORP 1.4%
Value $34.19M (+665.1%) Shares 2,574,840 (+363.2%) Est. Cost $12.15 Unrealized
DK DELEK US HLDGS INC NEW 1.2%
Value $28.31M (+378.7%) Shares 557,100 (+324.6%) Est. Cost $46.19 Unrealized
VLO VALERO ENERGY CORP 0.9%
Value $21.2M (+187.9%) Shares 81,400 (+173.2%) Est. Cost $231.04 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value $35.35M (+53.1%) Shares 48,000 (+20.0%) Est. Cost $736.40 Unrealized
MPC MARATHON PETE CORP 0.7%
Value $17.85M (+142.9%) Shares 69,829 (+132.0%) Est. Cost $224.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value $17.04M (+151.9%) Shares 41,000 (+64.0%) Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.6%
Value $15.1M (+155.9%) Shares 43,140 (+106.4%) Est. Cost $291.05 Unrealized
SBLK STAR BULK CARRIERS CORP. 0.4%
Value $10.26M (+444.5%) Shares 410,700 (+400.9%) Est. Cost $24.45 Unrealized
FIX COMFORT SYS USA INC 0.4%
Value $10.62M (+310.2%) Shares 5,357 (+185.4%) Est. Cost $1619.06 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.6%
Value $14.33M (+112.0%) Shares 30,000 (+50.0%) Est. Cost $223.18 Unrealized
GOOGL ALPHABET INC 0.7%
Value $16.08M (+86.4%) Shares 45,000 (+50.0%) Est. Cost $276.24 Unrealized
AAPL APPLE INC 0.4%
Value $8.681M (+584.1%) Shares 30,000 (+500.0%) Est. Cost $289.36 Unrealized
PH PARKER-HANNIFIN CORP 0.3%
Value $7.042M (+1442.5%) Shares 7,200 (+1311.8%) Est. Cost $966.76 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.5%
Value $11.52M (+123.2%) Shares 18,676 (+42.6%) Est. Cost $366.80 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value $10.11M (+141.7%) Shares 80,000 (+166.7%) Est. Cost $130.85 Unrealized
ATAT ATOUR LIFESTYLE HLDGS LTD 0.4%
Value $10.39M (+128.6%) Shares 326,774 (+164.6%) Est. Cost $33.69 Unrealized
CGNX COGNEX CORP 0.4%
Value $8.924M (+156.1%) Shares 123,227 (+73.2%) Est. Cost $54.61 Unrealized
SDRL SEADRILL LTD 0.4%
Value $8.407M (+178.7%) Shares 222,300 (+235.3%) Est. Cost $38.16 Unrealized
ATI ATI INC 0.3%
Value $8.262M (+145.7%) Shares 41,920 (+81.3%) Est. Cost $133.09 Unrealized
AME AMETEK INC 0.3%
Value $7.113M (+218.8%) Shares 29,400 (+182.4%) Est. Cost $225.09 Unrealized
AMZN AMAZON COM INC 0.2%
Value $5.288M (+777.9%) Shares 22,186 (+667.2%) Est. Cost $236.84 Unrealized
SMH VANECK ETF TRUST 0.4%
Value $10.23M (+79.0%) Shares 15,603 (+4.6%) Est. Cost $374.03 Unrealized
MKSI MKS INC. 0.2%
Value $5.827M (+213.0%) Shares 13,100 (+61.7%) Est. Cost $308.97 Unrealized
URI UNITED RENTALS INC 0.2%
Value $4.645M (+325.0%) Shares 4,100 (+173.3%) Est. Cost $867.08 Unrealized
URI UNITED RENTALS INC 0.2%
Value $4.645M (+325.0%) Shares 4,100 (+173.3%) Est. Cost $867.08 Unrealized
PDD PDD HOLDINGS INC 0.4%
Value $8.391M (+63.0%) Shares 110,000 (+118.3%) Est. Cost $97.10 Unrealized
AVGO BROADCOM INC 0.3%
Value $7.555M (+62.7%) Shares 20,000 (+33.3%) Est. Cost $346.55 Unrealized
MRK MERCK & CO INC 0.2%
Value $4.006M (+233.0%) Shares 31,173 (+211.7%) Est. Cost $117.19 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $4.939M (+128.0%) Shares 63,130 (+152.5%) Est. Cost $86.66 Unrealized
META META PLATFORMS INC 0.2%
Value $5.633M (+96.9%) Shares 10,000 (+100.0%) Est. Cost $655.57 Unrealized
MTZ MASTEC INC 0.3%
Value $6.919M (+65.0%) Shares 16,631 (+27.6%) Est. Cost $252.26 Unrealized
BZ KANZHUN LIMITED 0.4%
Value $9.019M (+34.7%) Shares 700,784 (+40.2%) Est. Cost $13.93 Unrealized
BE BLOOM ENERGY CORP 0.1%
Value $3.15M (+227.4%) Shares 10,406 (+46.6%) Est. Cost $194.87 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value $5.689M (+60.2%) Shares 30,000 (+66.7%) Est. Cost $190.08 Unrealized
HOOD ROBINHOOD MKTS INC 0.2%
Value $4.513M (+62.8%) Shares 45,000 (+12.5%) Est. Cost $99.41 Unrealized
BAC BANK OF AMER CORP 0.2%
Value $4.068M (+66.9%) Shares 71,400 (+42.8%) Est. Cost $43.20 Unrealized
BAC BANK OF AMER CORP 0.1%
Value $2.644M (+116.9%) Shares 46,400 (+85.6%) Est. Cost $43.20 Unrealized
IMVT IMMUNOVANT INC 0.1%
Value $1.919M (+224.5%) Shares 49,805 (+109.2%) Est. Cost $28.98 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value $2.369M (+107.6%) Shares 30,000 (+88.7%) Est. Cost $111.88 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value $2.369M (+107.6%) Shares 30,000 (+88.7%) Est. Cost $111.88 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $6.417M (+23.6%) Shares 55,000 (+54.9%) Est. Cost $116.67 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value $2.081M (+122.5%) Shares 33,700 (+110.6%) Est. Cost $55.10 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $4.648M (+32.0%) Shares 18,300 (+27.1%) Est. Cost $212.60 Unrealized
SLV ISHARES SILVER TR 0.3%
Value $7.459M (+15.2%) Shares 139,500 (+46.8%) Est. Cost $68.14 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $1.653M (+107.6%) Shares 20,000 (+100.0%) Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.2%
Value $4.609M (+21.6%) Shares 21,100 (+10.3%) Est. Cost $207.79 Unrealized
WMT WALMART INC 0.1%
Value $1.812M (+82.3%) Shares 16,000 (+100.0%) Est. Cost $117.65 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $5.013M (+18.4%) Shares 14,820 (+5.9%) Est. Cost $355.18 Unrealized
FUTU FUTU HLDGS LTD 0.1%
Value $2.987M (+30.0%) Shares 31,870 (+89.7%) Est. Cost $116.42 Unrealized
RKT ROCKET COS INC 0.1%
Value $2.362M (+37.0%) Shares 150,000 (+24.0%) Est. Cost $19.30 Unrealized
TCOM TRIP COM GROUP LTD 0.2%
Value $5.595M (+10.0%) Shares 140,429 (+37.4%) Est. Cost $48.09 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value $582K (+163.8%) Shares 2,150 (+138.9%) Est. Cost $270.65 Unrealized
CC CHEMOURS CO 0.0%
Value $566K (+86.3%) Shares 27,600 (+100.0%) Est. Cost $18.57 Unrealized
GLD SPDR GOLD TR 0.2%
Value $4.052M (-5.8%) Shares 11,000 (+10.0%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value $4.03M (+1.4%) Shares 55,853 (+1.1%) Est. Cost $89.56 Unrealized
CCJ CAMECO CORP 0.1%
Value $3.3M (-0.4%) Shares 32,400 (+6.2%) Est. Cost $115.44 Unrealized
GDX VANECK ETF TRUST 0.0%
Value $219K (-4.6%) Shares 2,900 (+16.0%) Est. Cost $89.52 Unrealized

Exited Positions (100)

MBB ISHARES TR 2.1%
Value $49.73M Shares 523,700 Est. Cost $95.15 Unrealized
LITE LUMENTUM HLDGS INC 1.1%
Value $25.86M Shares 36,800 Est. Cost $204.67 Unrealized
SGML SIGMA LITHIUM CORPORATION 0.3%
Value $6.427M Shares 520,800 Est. Cost $8.47 Unrealized
COIN COINBASE GLOBAL INC 0.3%
Value $6.111M Shares 35,000 Est. Cost $200.57 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.2%
Value $5.812M Shares 35,000 Est. Cost $181.31 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.2%
Value $5.812M Shares 35,000 Est. Cost $181.31 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $5.589M Shares 16,539 Est. Cost $223.18 Unrealized
ECO OKEANIS ECO TANKERS COR 0.2%
Value $5.314M Shares 105,038 Est. Cost $41.08 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value $5.169M Shares 80,000 Est. Cost $75.77 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value $5.169M Shares 80,000 Est. Cost $75.77 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.2%
Value $5.016M Shares 231,350 Est. Cost $21.68 Unrealized
AXTI AXT INC 0.2%
Value $4.489M Shares 78,778 Est. Cost $9.66 Unrealized
TSLA TESLA INC 0.2%
Value $4.461M Shares 12,000 Est. Cost $425.98 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $4.13M Shares 90,000 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.2%
Value $3.96M Shares 30,000 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.2%
Value $3.72M Shares 21,700 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.2%
Value $3.72M Shares 21,700 Est. Cost Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.2%
Value $3.65M Shares 20,800 Est. Cost $128.86 Unrealized
CIEN CIENA CORP 0.2%
Value $3.594M Shares 9,258 Est. Cost $204.80 Unrealized
GSK GSK PLC 0.1%
Value $3.322M Shares 60,200 Est. Cost $55.19 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $3.3M Shares 25,000 Est. Cost Unrealized
STNG SCORPIO TANKERS INC 0.1%
Value $3.218M Shares 43,100 Est. Cost $74.66 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value $3.172M Shares 45,770 Est. Cost $99.41 Unrealized
FORM FORMFACTOR INC 0.1%
Value $3.152M Shares 32,500 Est. Cost $81.16 Unrealized
BA BOEING CO 0.1%
Value $2.985M Shares 15,000 Est. Cost $238.54 Unrealized
BA BOEING CO 0.1%
Value $2.985M Shares 15,000 Est. Cost $238.54 Unrealized
BA BOEING CO 0.1%
Value $2.829M Shares 14,216 Est. Cost $238.54 Unrealized
BIIB BIOGEN INC 0.1%
Value $2.75M Shares 15,000 Est. Cost $183.25 Unrealized
DAL DELTA AIR LINES INC 0.1%
Value $2.659M Shares 40,000 Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.1%
Value $2.659M Shares 40,000 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $2.652M Shares 9,805 Est. Cost $137.43 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.1%
Value $2.599M Shares 50,000 Est. Cost $47.75 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.1%
Value $2.599M Shares 50,000 Est. Cost $47.75 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value $2.586M Shares 6,808 Est. Cost $410.48 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value $2.457M Shares 38,032 Est. Cost $75.77 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $2.427M Shares 13,915 Est. Cost $174.95 Unrealized
KRE SPDR SERIES TRUST 0.1%
Value $2.339M Shares 35,900 Est. Cost $65.15 Unrealized
NFLX NETFLIX INC. 0.1%
Value $2.308M Shares 24,000 Est. Cost $107.98 Unrealized
KEX KIRBY CORP 0.1%
Value $2.193M Shares 16,500 Est. Cost $124.61 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value $2.149M Shares 22,000 Est. Cost $107.39 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.1%
Value $2.128M Shares 27,939 Est. Cost $47.08 Unrealized
LOW LOWES COS INC 0.1%
Value $2.056M Shares 8,700 Est. Cost $249.10 Unrealized
LOW LOWES COS INC 0.1%
Value $2.056M Shares 8,700 Est. Cost $249.10 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $1.988M Shares 5,760 Est. Cost $343.14 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $1.965M Shares 2,880 Est. Cost $673.66 Unrealized
IWD ISHARES TR 0.1%
Value $1.903M Shares 8,905 Est. Cost $213.67 Unrealized
ASML ASML HLDG NV 0.1%
Value $1.902M Shares 1,440 Est. Cost $1069.86 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value $1.858M Shares 30,000 Est. Cost $64.12 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value $1.858M Shares 30,000 Est. Cost $64.12 Unrealized
CMI CUMMINS INC 0.1%
Value $1.84M Shares 3,420 Est. Cost $490.07 Unrealized
COHR COHERENT CORP 0.1%
Value $1.834M Shares 7,700 Est. Cost $213.35 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value $1.776M Shares 25,000 Est. Cost $84.45 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value $1.776M Shares 25,000 Est. Cost $84.45 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $1.763M Shares 30,000 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value $1.746M Shares 10,000 Est. Cost $200.57 Unrealized
GEV GE VERNOVA INC 0.1%
Value $1.746M Shares 2,000 Est. Cost $736.93 Unrealized
HTHT H WORLD GROUP LTD 0.1%
Value $1.7M Shares 33,812 Est. Cost $50.29 Unrealized
UCTT ULTRA CLEAN HLDGS INC 0.1%
Value $1.698M Shares 27,300 Est. Cost $46.90 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.697M Shares 10,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.697M Shares 10,000 Est. Cost Unrealized
DCI DONALDSON INC 0.1%
Value $1.68M Shares 19,800 Est. Cost $101.93 Unrealized
EWZ ISHARES INC 0.1%
Value $1.632M Shares 42,500 Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value $1.594M Shares 6,360 Est. Cost $173.58 Unrealized
CAT CATERPILLAR INC 0.1%
Value $1.474M Shares 2,080 Est. Cost $684.39 Unrealized
GDS GDS HLDGS LTD 0.1%
Value $1.389M Shares 34,487 Est. Cost $31.73 Unrealized
IWM ISHARES TR 0.1%
Value $1.323M Shares 5,334 Est. Cost $248.00 Unrealized
QCOM QUALCOMM INC 0.1%
Value $1.288M Shares 10,000 Est. Cost Unrealized
RTX RTX CORPORATION 0.1%
Value $1.254M Shares 6,500 Est. Cost $196.61 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $1.175M Shares 16,542 Est. Cost $84.45 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $1.172M Shares 12,000 Est. Cost $107.39 Unrealized
URI UNITED RENTALS INC 0.0%
Value $1.164M Shares 1,597 Est. Cost $867.08 Unrealized
AVGO BROADCOM INC 0.0%
Value $1.086M Shares 3,510 Est. Cost $346.55 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $1.078M Shares 20,000 Est. Cost $58.39 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $1.071M Shares 2,894 Est. Cost $502.16 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $1.04M Shares 15,258 Est. Cost $68.14 Unrealized
HDB HDFC BANK LTD 0.0%
Value $1.035M Shares 41,618 Est. Cost $24.88 Unrealized
ITA ISHARES TR 0.0%
Value $875K Shares 4,000 Est. Cost $218.75 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $860K Shares 5,178 Est. Cost $181.31 Unrealized
DOW DOW HLDGS INC 0.0%
Value $833K Shares 20,000 Est. Cost $29.05 Unrealized
LOW LOWES COS INC 0.0%
Value $826K Shares 3,497 Est. Cost $249.10 Unrealized
TSLA TESLA INC 0.0%
Value $818K Shares 2,200 Est. Cost $425.98 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $791K Shares 40,000 Est. Cost $25.42 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $791K Shares 40,000 Est. Cost $25.42 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $775K Shares 7,933 Est. Cost $107.39 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $774K Shares 15,876 Est. Cost $43.20 Unrealized
ICHR ICHOR HOLDINGS 0.0%
Value $755K Shares 16,200 Est. Cost $34.88 Unrealized
CME CME GROUP INC 0.0%
Value $738K Shares 2,500 Est. Cost $289.33 Unrealized
DQ DAQO NEW ENERGY CORP 0.0%
Value $638K Shares 30,000 Est. Cost $24.99 Unrealized
DNTH DIANTHUS THERAPEUTICS INC 0.0%
Value $638K Shares 7,600 Est. Cost $47.58 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $604K Shares 7,500 Est. Cost $52.41 Unrealized
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value $485K Shares 4,600 Est. Cost $81.85 Unrealized
BIDU BAIDU INC 0.0%
Value $468K Shares 4,200 Est. Cost $130.66 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $411K Shares 20,800 Est. Cost $25.42 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $325K Shares 5,250 Est. Cost $64.12 Unrealized
EEM ISHARES TR 0.0%
Value $284K Shares 5,000 Est. Cost Unrealized
XPEV XPENG INC 0.0%
Value $280K Shares 16,350 Est. Cost $17.11 Unrealized
LAR LITHIUM ARGENTINA AG 0.0%
Value $234K Shares 35,000 Est. Cost $7.37 Unrealized
SY SO YOUNG INTERNATIONAL INC 0.0%
Value $218K Shares 79,915 Est. Cost $3.87 Unrealized
NBP NOVABRIDGE BIOSCIENCES 0.0%
Value $198K Shares 80,400 Est. Cost $3.98 Unrealized
ANL ADLAI NORTYE LTD 0.0%
Value $104K Shares 15,000 Est. Cost $6.92 Unrealized

Decreased Positions (51)

SPY STATE STR SPDR S&P 500 ETF T 2.5%
Value $59.74M (-23.4%) Shares 80,000 (-33.3%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $6.131M (-74.8%) Shares 63,879 (-67.0%) Est. Cost $125.46 Unrealized
META META PLATFORMS INC 0.5%
Value $11.27M (-60.6%) Shares 20,000 (-60.0%) Est. Cost $655.57 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.2%
Value $29.87M (-29.3%) Shares 40,000 (-38.5%) Est. Cost Unrealized
SLV ISHARES SILVER TR 0.1%
Value $1.604M (-88.3%) Shares 30,000 (-85.1%) Est. Cost $68.14 Unrealized
HYG ISHARES TR 0.1%
Value $1.759M (-83.9%) Shares 22,000 (-84.0%) Est. Cost $80.34 Unrealized
META META PLATFORMS INC 0.0%
Value $641K (-92.6%) Shares 1,138 (-92.5%) Est. Cost $655.57 Unrealized
GOOGL ALPHABET INC 0.1%
Value $2.567M (-71.6%) Shares 7,183 (-77.2%) Est. Cost $276.24 Unrealized
TLT ISHARES TR 0.4%
Value $8.642M (-37.7%) Shares 100,000 (-37.5%) Est. Cost $87.97 Unrealized
FRO FRONTLINE PLC 0.0%
Value $466K (-91.4%) Shares 13,400 (-91.4%) Est. Cost $28.36 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $559K (-89.2%) Shares 1,709 (-90.3%) Est. Cost $311.42 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value $21.01M (-16.9%) Shares 105,000 (-27.6%) Est. Cost $174.95 Unrealized
FIVE FIVE BELOW INC 0.1%
Value $1.798M (-68.6%) Shares 10,000 (-60.2%) Est. Cost $179.79 Unrealized
FIVE FIVE BELOW INC 0.1%
Value $1.798M (-68.6%) Shares 10,000 (-60.2%) Est. Cost $179.79 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $775K (-83.2%) Shares 20,000 (-73.3%) Est. Cost $73.50 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $5.595M (-39.5%) Shares 15,000 (-40.0%) Est. Cost $502.16 Unrealized
SNDK SANDISK CORP 0.2%
Value $3.668M (-49.2%) Shares 1,613 (-85.8%) Est. Cost $159.23 Unrealized
GLW CORNING INC 0.1%
Value $2.759M (-51.3%) Shares 10,800 (-74.1%) Est. Cost $100.45 Unrealized
IWM ISHARES TR 0.5%
Value $12.02M (-19.2%) Shares 40,000 (-33.3%) Est. Cost $248.00 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value $385K (-87.2%) Shares 6,400 (-89.0%) Est. Cost $47.75 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $2.979M (-46.5%) Shares 7,500 (-57.1%) Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $2.979M (-46.5%) Shares 7,500 (-57.1%) Est. Cost Unrealized
INTC INTEL CORP 0.1%
Value $2.793M (-47.3%) Shares 20,000 (-83.3%) Est. Cost $139.63 Unrealized
AMZN AMAZON COM INC 0.3%
Value $6.221M (-27.3%) Shares 26,100 (-36.5%) Est. Cost $236.84 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value $2.295M (-49.3%) Shares 15,700 (-39.5%) Est. Cost $200.57 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value $1.353M (-62.2%) Shares 7,000 (-66.7%) Est. Cost $205.92 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $4.572M (-32.4%) Shares 11,000 (-56.0%) Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $8.222M (+29.6%) Shares 27,600 (-56.9%) Est. Cost $81.07 Unrealized
ORCL ORACLE CORP 0.1%
Value $2.931M (-33.6%) Shares 20,000 (-33.3%) Est. Cost Unrealized
SMTC SEMTECH CORP 0.1%
Value $1.554M (-48.1%) Shares 9,600 (-75.3%) Est. Cost $60.65 Unrealized
VIPS VIPSHOP HLDGS LTD 0.0%
Value $558K (-68.0%) Shares 42,071 (-62.1%) Est. Cost $16.91 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $1.165M (-49.9%) Shares 21,000 (-44.9%) Est. Cost $47.34 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $253K (-81.6%) Shares 3,400 (-82.0%) Est. Cost $58.52 Unrealized
EDU NEW ORIENTAL ED & TECHNOLOGY 0.0%
Value $459K (-70.4%) Shares 10,000 (-63.5%) Est. Cost $56.05 Unrealized
HOOD ROBINHOOD MKTS INC 0.2%
Value $4.513M (-18.6%) Shares 45,000 (-43.8%) Est. Cost $99.41 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $812K (-55.4%) Shares 1,128 (-66.0%) Est. Cost $430.90 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value $2.033M (-32.5%) Shares 60,000 (-40.0%) Est. Cost $30.12 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $271K (-72.9%) Shares 3,431 (-75.4%) Est. Cost $111.88 Unrealized
FDX FEDEX CORP 0.0%
Value $400K (-61.0%) Shares 1,279 (-55.6%) Est. Cost $338.93 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $1.832M (-19.6%) Shares 12,800 (-26.4%) Est. Cost $148.47 Unrealized
TER TERADYNE INC 0.2%
Value $5.854M (+7.9%) Shares 12,100 (-33.9%) Est. Cost $206.85 Unrealized
NVS NOVARTIS AG 0.1%
Value $2.633M (-13.8%) Shares 16,800 (-16.0%) Est. Cost $152.75 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $1.958M (-17.4%) Shares 13,400 (-26.0%) Est. Cost $117.31 Unrealized
TLT ISHARES TR 0.0%
Value $729K (-35.9%) Shares 8,434 (-35.7%) Est. Cost $87.97 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $605K (-28.5%) Shares 3,015 (-35.0%) Est. Cost $223.24 Unrealized
CB CHUBB LIMITED 0.0%
Value $286K (-41.5%) Shares 839 (-44.1%) Est. Cost $316.22 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $683K (-21.1%) Shares 1,260 (-13.7%) Est. Cost $480.44 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.0%
Value $669K (-18.5%) Shares 27,000 (-25.8%) Est. Cost $20.83 Unrealized
JOYY JOYY INC 0.0%
Value $575K (-18.0%) Shares 8,706 (-27.5%) Est. Cost $58.98 Unrealized
TAL TAL ED GROUP 0.0%
Value $421K (-17.7%) Shares 44,000 (-2.2%) Est. Cost $11.37 Unrealized
BNTX BIONTECH SE 0.1%
Value $1.861M (-0.3%) Shares 20,000 (-4.8%) Est. Cost $93.91 Unrealized

Unchanged Positions (20)

EZA ISHARES INC 0.6%
Value $15.17M Shares 240,000 Est. Cost Unrealized
MS MORGAN STANLEY 0.2%
Value $5.017M Shares 24,000 Est. Cost $179.67 Unrealized
FDX FEDEX CORP 0.3%
Value $6.263M Shares 20,000 Est. Cost $338.93 Unrealized
FDX FEDEX CORP 0.1%
Value $3.131M Shares 10,000 Est. Cost $338.93 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $1.658M Shares 10,000 Est. Cost $165.76 Unrealized
RERE ATRENEW INC 0.1%
Value $1.647M Shares 425,456 Est. Cost $4.69 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $3.273M Shares 10,000 Est. Cost $311.42 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $2.006M Shares 10,000 Est. Cost $223.24 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $2.006M Shares 10,000 Est. Cost $223.24 Unrealized
GLD SPDR GOLD TR 0.0%
Value $589K Shares 1,600 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $4.011M Shares 8,000 Est. Cost $574.61 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $180K Shares 36,800 Est. Cost $5.16 Unrealized
SVRA SAVARA INC 0.0%
Value $283K Shares 46,000 Est. Cost $4.90 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $826K Shares 10,000 Est. Cost Unrealized
BLTE BELITE BIO INC 0.0%
Value $293K Shares 1,900 Est. Cost $159.44 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $629K Shares 11,000 Est. Cost $58.72 Unrealized
BX BLACKSTONE INC 0.0%
Value $306K Shares 2,600 Est. Cost $117.67 Unrealized
BX BLACKSTONE INC 0.0%
Value $306K Shares 2,600 Est. Cost $117.67 Unrealized
COGT COGENT BIOSCIENCES INC 0.0%
Value $878K Shares 22,700 Est. Cost $28.11 Unrealized
HYG ISHARES TR 0.0%
Value $592K Shares 7,400 Est. Cost $80.34 Unrealized