| Aug 14, 2026 | Added to TSM +24% to 1.65M shares ($787.99M) | |
| Aug 14, 2026 | Sold out of UNH (had 90,000 shares) | |
| Aug 14, 2026 | Added to ASML HLDG NV +1% to 50,000 shares ($99.47M) | |
| Aug 14, 2026 | Added to BIDU +87% to 1.29M shares ($148.01M) | |
| Aug 14, 2026 | Added to GOOG +7% to 1.85M shares ($653.66M) | |
| Aug 14, 2026 | Added to UBER +21% to 7.69M shares ($555.20M) | |
| Aug 14, 2026 | New position AAPL PUT: 835,000 shares ($241.62M) | |
| Aug 14, 2026 | Sold out of JD (had 1.30M shares) | |
| Aug 14, 2026 | New position GT: 1.51M shares ($9.96M) | |
| Aug 14, 2026 | Sold out of PDD (had 900,000 shares) | |
| Aug 14, 2026 | Sold out of LHX (had 198,000 shares) | |
| Aug 14, 2026 | New position AAL: 7.50M shares ($135.53M) | |
| Aug 14, 2026 | Trimmed WHR by 63% to 715,000 shares ($28.19M) | |
| Aug 14, 2026 | Sold out of KWEB (had 1.08M shares) | |
| Aug 14, 2026 | Sold out of GLW (had 1.13M shares) | |
| Aug 14, 2026 | Added to AMZN +16% to 5.00M shares ($1.19B) | |
| Aug 14, 2026 | New position SPCX: 225,000 shares ($38.44M) | |
| Aug 14, 2026 | Trimmed AMD by 11% to 197,500 shares ($114.73M) | |
| Aug 14, 2026 | New position AVGO: 150,000 shares ($56.66M) | |
| Aug 14, 2026 | Added to EWY +1% to 2.42M shares ($489.61M) | |
| Aug 14, 2026 | New position CRWV: 1.08M shares ($107.33M) | |
| Aug 14, 2026 | Trimmed BABA by 42% to 2.00M shares ($191.96M) | |
| Aug 14, 2026 | Added to VST +10% to 2.22M shares ($351.41M) | |
| Aug 14, 2026 | Added to META +55% to 675,000 shares ($380.22M) | |
| Aug 14, 2026 | New position BRK.B PUT: 25,000 shares ($12.51M) | |
| Aug 14, 2026 | Added to NRG +1% to 1.76M shares ($257.07M) | |
| Aug 14, 2026 | Sold out of BALL (had 837,000 shares) | |
| Aug 14, 2026 | Sold out of MSFT (had 90,000 shares) | |
| Aug 14, 2026 | Sold out of SNDK (had 281,250 shares) | |
| Aug 14, 2026 | New position BA: 800,000 shares ($173.18M) | |
| Aug 14, 2026 | Trimmed MU by 41% to 975,000 shares ($1.13B) | |
| Aug 14, 2026 | Sold out of DEUTSCHE BK AG (had 257,616 shares) | |
| Aug 14, 2026 | Added to NVDA +4% to 1.52M shares ($305.14M) | |
| Aug 14, 2026 | Trimmed QCOM by 50% to 250,000 shares ($46.20M) | |
| Aug 14, 2026 | Sold out of RTX (had 342,000 shares) | |
| Aug 14, 2026 | Sold out of LYFT (had 2.70M shares) | |
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