| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| ELLAUDER ESTEE COS INC | 100.00% | Add ×2.0 | 200,000 | $13M |
| NVDANVIDIA CORPORATION · puts | 52.43% | NEW | 900,000 | $98M |
| BABAALIBABA GROUP HLDG LTD · puts | 14.22% | NEW | 200,000 | $26M |
| PDDPDD HOLDINGS INC · puts | 12.72% | NEW | 200,000 | $24M |
| JDJD.COM INC · puts | 8.84% | NEW | 400,000 | $16M |
| TCOMTRIP COM GROUP LTD · puts | 6.84% | NEW | 200,000 | $13M |
| BIDUBAIDU INC · puts | 4.95% | NEW | 100,000 | $9M |