| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| ELLAUDER ESTEE COS INC | 21.55% | Reduce 25.0% | 150,000 | $12M |
| LULULULULEMON ATHLETICA INC | 21.12% | NEW | 50,000 | $12M |
| BRKRBRUKER CORP | 18.31% | NEW | 250,000 | $10M |
| REGNREGENERON PHARMACEUTICALS | 14.00% | NEW | 15,000 | $8M |
| MELIMERCADOLIBRE INC | 13.94% | NEW | 3,000 | $8M |
| UNHUNITEDHEALTH GROUP INC | 11.09% | NEW | 20,000 | $6M |
| UNHUNITEDHEALTH GROUP INC · calls | 20.91% | NEW | 350,000 | $109M |
| REGNREGENERON PHARMACEUTICALS · calls | 20.11% | NEW | 200,000 | $105M |
| LULULULULEMON ATHLETICA INC · calls | 18.20% | NEW | 400,000 | $95M |
| METAMETA PLATFORMS INC · calls | 14.14% | NEW | 100,000 | $74M |
| ELLAUDER ESTEE COS INC · calls | 7.74% | NEW | 500,000 | $40M |
| JDJD.COM INC · calls | 6.25% | NEW | 1,000,000 | $33M |
| BABAALIBABA GROUP HLDG LTD · calls | 5.43% | NEW | 250,000 | $28M |
| N07059210ASML HOLDING N V · calls | 3.84% | NEW | 25,000 | $20M |
| VFCV F CORP · calls | 3.38% | NEW | 1,500,000 | $18M |