SD
Moves
| Date | Move | Link |
|---|---|---|
| Aug 14, 2026 | New position RGEN: 77,400 shares ($10.56M) | |
| Aug 14, 2026 | New position DFTX: 356,600 shares ($16.77M) | |
| Aug 14, 2026 | New position BIDU: 88,200 shares ($10.08M) | |
| Aug 14, 2026 | New position INSM CALL: 1.35M shares ($143.94M) | |
| Aug 14, 2026 | Added to TSM +19% to 589,680 shares ($281.61M) | |
| Aug 14, 2026 | New position NVTS: 311,100 shares ($5.58M) | |
| Aug 14, 2026 | Trimmed ARGT by 15% to 328,800 shares ($30.02M) | |
| Aug 14, 2026 | Trimmed Bbb Foods Inc by 7% to 2.90M shares ($120.92M) | |
| Aug 14, 2026 | Sold out of OPCH (had 1.87M shares) | |
| Aug 14, 2026 | Sold out of MELI (had 2,766 shares) | |
| Aug 14, 2026 | New position SKY: 254,400 shares ($22.42M) | |
| Aug 14, 2026 | New position BEAM: 153,600 shares ($5.27M) | |
| Aug 14, 2026 | New position RIOT: 754,800 shares ($20.67M) | |
| Aug 14, 2026 | Sold out of AVGO (had 195,955 shares) | |
| Aug 14, 2026 | Added to CLF +82% to 4.22M shares ($39.59M) | |
| Aug 14, 2026 | Sold out of COHR (had 40,400 shares) | |
| Aug 14, 2026 | New position UWMC: 2.58M shares ($5.92M) | |
| Aug 14, 2026 | Sold out of FIGR (had 1.15M shares) | |
| Aug 14, 2026 | New position FOX: 632,600 shares ($29.63M) | |
| Aug 14, 2026 | New position CDW CALL: 250,000 shares ($35.16M) | |
| Aug 14, 2026 | Sold out of INTC (had 411,400 shares) | |
| Aug 14, 2026 | Sold out of QSR (had 454,435 shares) | |
| Aug 14, 2026 | Sold out of GSG (had 643,000 shares) | |
| Aug 14, 2026 | New position GOOGL: 336,300 shares ($120.18M) | |
| Aug 14, 2026 | Trimmed ROKU by 75% to 184,055 shares ($25.43M) | |
| Aug 14, 2026 | New position Ftai Aviation Ltd: 20,200 shares ($5.46M) | |
| Aug 14, 2026 | Added to STM +19% to 3.10M shares ($232.38M) | |
| Aug 14, 2026 | Sold out of HUM (had 137,505 shares) | |
| Aug 14, 2026 | Sold out of NET (had 52,535 shares) | |
| Aug 14, 2026 | New position TXG: 403,100 shares ($15.46M) | |
| Aug 14, 2026 | New position CVNA: 151,000 shares ($9.94M) | |
| Aug 14, 2026 | New position HUT: 314,150 shares ($36.27M) | |
| Aug 14, 2026 | New position CCC: 1.17M shares ($6.04M) | |
| Aug 14, 2026 | New position SKE: 300,200 shares ($8.00M) | |
| Aug 14, 2026 | New position PANW: 116,650 shares ($39.78M) | |
| Aug 14, 2026 | Added to NTRA +4% to 3.19M shares ($864.92M) | |
| Aug 14, 2026 | New position ENTG: 118,300 shares ($21.28M) | |
| Aug 14, 2026 | New position TSLA CALL: 126,000 shares ($53.00M) | |
| Aug 14, 2026 | Trimmed SNDK by 9% to 34,900 shares ($79.35M) | |
| Aug 14, 2026 | Sold out of MU (had 23,400 shares) | |
| Aug 14, 2026 | Sold out of TWLO (had 181,760 shares) | |
| Aug 14, 2026 | Sold out of BE (had 136,320 shares) | |
| Aug 14, 2026 | New position AEVA: 720,175 shares ($20.68M) | |
| Aug 14, 2026 | New position DHR: 50,300 shares ($9.58M) | |
| Aug 14, 2026 | New position Bitdeer Technologies Group: 4.07M shares ($64.67M) | |
| Aug 14, 2026 | Added to UAL +203% to 794,795 shares ($108.08M) | |
| Aug 14, 2026 | New position RLAY: 349,000 shares ($6.53M) | |
| Aug 14, 2026 | New position EQIX: 18,450 shares ($19.23M) | |
| Aug 14, 2026 | New position CVCO: 39,500 shares ($24.27M) | |
| Aug 14, 2026 | New position AMD: 72,900 shares ($42.35M) | |
| Aug 14, 2026 | Added to RVMD +27% to 399,587 shares ($74.83M) | |
| Aug 14, 2026 | New position PURR: 2.94M shares ($23.15M) | |
| Aug 14, 2026 | New position LRCX: 43,600 shares ($18.89M) | |
| Aug 14, 2026 | New position RSP: 74,400 shares ($15.83M) | |
| Aug 14, 2026 | New position TMO: 19,200 shares ($9.63M) | |
| Aug 14, 2026 | New position RMBS: 173,000 shares ($22.96M) | |
| Aug 14, 2026 | New position FOXA: 2.20M shares ($114.99M) | |
| Aug 14, 2026 | Sold out of TWST (had 206,000 shares) | |
| Aug 14, 2026 | Added to AMZN +1083% to 541,600 shares ($129.09M) | |
| Aug 14, 2026 | Added to PTGX +31% to 208,900 shares ($25.61M) | |
| Aug 14, 2026 | Sold out of CLS (had 33,275 shares) | |
| Aug 14, 2026 | New position META CALL: 50,000 shares ($28.16M) | |
| Aug 14, 2026 | New position GLUE: 297,600 shares ($7.20M) | |
| Aug 14, 2026 | Sold out of WLK (had 21,194 shares) | |
| Aug 14, 2026 | Sold out of JBL (had 82,200 shares) | |
| Aug 14, 2026 | Trimmed YPF by 3% to 3.14M shares ($142.73M) | |
| Aug 14, 2026 | Added to ADMA +80% to 2.78M shares ($23.30M) | |
| Aug 14, 2026 | New position FLR: 982,200 shares ($51.46M) | |
| Aug 14, 2026 | Sold out of Lyondellbasell Industries Nv (had 131,435 shares) | |
| Aug 14, 2026 | Added to DAKT +100% to 1.12M shares ($21.97M) | |
| Aug 14, 2026 | New position FFIV: 22,000 shares ($9.15M) | |
| Aug 14, 2026 | New position LLY: 12,380 shares ($14.85M) | |
| Aug 14, 2026 | Trimmed ARM by 74% to 28,090 shares ($9.96M) | |
| Aug 14, 2026 | New position RKT: 652,220 shares ($10.27M) | |
| Aug 14, 2026 | New position RYTM: 203,618 shares ($22.61M) | |
| Aug 14, 2026 | Added to AMZN CALL +130% to 459,300 shares ($109.47M) | |
| Aug 14, 2026 | New position Iren Limited: 87,100 shares ($3.98M) | |
| Aug 14, 2026 | New position AUR: 633,700 shares ($4.32M) | |
| Aug 14, 2026 | Sold out of ALM (had 469,880 shares) | |
| Aug 14, 2026 | Sold out of LSCC (had 323,135 shares) | |
| Aug 14, 2026 | Trimmed WAB by 40% to 56,595 shares ($15.26M) | |
| Aug 14, 2026 | Added to IWM CALL +318% to 330,000 shares ($99.15M) | |
| Aug 14, 2026 | Added to INSM +23% to 1.42M shares ($151.90M) | |
| Aug 14, 2026 | Added to PCT +178% to 2.68M shares ($21.75M) | |
| Aug 14, 2026 | Trimmed AA by 88% to 185,640 shares ($9.68M) | |
| Aug 14, 2026 | Added to Seagate Technology Hldngs Pl +141% to 122,000 shares ($117.73M) | |
| Aug 14, 2026 | New position GGAL: 59,500 shares ($2.98M) | |
| Aug 14, 2026 | Trimmed Teva Pharmaceutical Inds Ltd by 74% to 624,999 shares ($21.18M) | |
| Aug 14, 2026 | Added to Crh Plc +47% to 553,555 shares ($59.23M) | |
| Aug 14, 2026 | New position RDDT: 56,550 shares ($9.82M) | |
| Aug 14, 2026 | Trimmed WWD by 68% to 67,194 shares ($28.59M) | |
| Aug 14, 2026 | Sold out of ECHO (had 60,765 shares) | |
| Aug 14, 2026 | Sold out of LITE (had 6,963 shares) | |
| Aug 14, 2026 | New position DAL: 603,000 shares ($56.48M) | |
| Aug 14, 2026 | New position CDW: 743,950 shares ($104.63M) | |
| Aug 14, 2026 | New position DHI: 299,000 shares ($48.70M) | |
| Aug 14, 2026 | Sold out of STUB (had 1.37M shares) |