Rokos Capital Management LLP Hedge Fund

CIK: 0001666335 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $22,992,927 (99.6% shares, 0.4% debt)

Holdings (195)

IWM ISHARES TR 22.0%
Value ($000) $5,049,866 Shares 23,395,800 Est. Cost Unrealized
IWM ISHARES TR 13.2%
Value ($000) $3,042,508 Shares 14,095,800 Est. Cost Unrealized
QQQ INVESCO QQQ TR 11.8%
Value ($000) $2,703,355 Shares 4,900,000 Est. Cost $551.71 Unrealized
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $1,052,539 Shares 6,662,696 Est. Cost $114.79 Unrealized +9.6%
MSFT MICROSOFT CORP 3.3%
Value ($000) $760,630 Shares 1,529,027 Est. Cost $408.03 Unrealized +6.0%
MSFT MICROSOFT CORP 2.5%
Value ($000) $570,288 Shares 1,146,400 Est. Cost $408.03 Unrealized +6.0%
QQQ INVESCO QQQ TR 2.4%
Value ($000) $551,705 Shares 1,000,000 Est. Cost $551.71 Unrealized
QQQ INVESCO QQQ TR 2.2%
Value ($000) $511,293 Shares 926,750 Est. Cost $551.71 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $446,407 Shares 2,034,764 Est. Cost $188.90 Unrealized +4.8%
KRE SPDR SERIES TRUST 1.6%
Value ($000) $374,378 Shares 6,300,000 Est. Cost $56.57 Unrealized
GS GOLDMAN SACHS GROUP INC 1.6%
Value ($000) $365,464 Shares 516,385 Est. Cost $554.30 Unrealized +3.1%
META META PLATFORMS INC 1.5%
Value ($000) $353,391 Shares 478,707 Est. Cost $580.11 Unrealized +6.3%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $348,698 Shares 2,207,300 Est. Cost $114.79 Unrealized +9.6%
MSFT MICROSOFT CORP 1.4%
Value ($000) $321,558 Shares 646,400 Est. Cost $408.03 Unrealized +6.0%
COF CAPITAL ONE FINL CORP 1.3%
Value ($000) $310,366 Shares 1,458,965 Est. Cost $185.05 Unrealized 0.0%
AVGO BROADCOM INC 1.3%
Value ($000) $310,193 Shares 1,125,500 Est. Cost $177.31 Unrealized +21.8%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $276,132 Shares 1,747,948 Est. Cost $114.79 Unrealized +9.6%
AVGO BROADCOM INC 1.0%
Value ($000) $234,153 Shares 849,595 Est. Cost $177.31 Unrealized +21.8%
AVGO BROADCOM INC 0.8%
Value ($000) $189,478 Shares 687,500 Est. Cost $177.31 Unrealized +21.8%
META META PLATFORMS INC 0.8%
Value ($000) $183,521 Shares 248,600 Est. Cost $580.11 Unrealized +6.3%
MS MORGAN STANLEY 0.8%
Value ($000) $173,262 Shares 1,230,466 Est. Cost $121.51 Unrealized -0.5%
EWZ ISHARES INC 0.7%
Value ($000) $165,801 Shares 5,750,000 Est. Cost $25.86 Unrealized
MU MICRON TECHNOLOGY INC 0.7%
Value ($000) $156,778 Shares 1,272,240 Est. Cost $96.66 Unrealized -3.6%
BAC BANK AMERICA CORP 0.7%
Value ($000) $150,356 Shares 3,179,790 Est. Cost $38.99 Unrealized +6.3%
DB DEUTSCHE BANK A G 0.5%
Value ($000) $120,448 Shares 4,068,045 Est. Cost Unrealized
FXI ISHARES TR 0.5%
Value ($000) $104,752 Shares 2,850,000 Est. Cost $36.70 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $103,771 Shares 473,000 Est. Cost $188.90 Unrealized +4.8%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $97,856 Shares 1,221,900 Est. Cost $73.70 Unrealized -3.5%
DDOG DATADOG INC 0.4%
Value ($000) $93,832 Shares 698,520 Est. Cost $126.94 Unrealized -12.8%
VST VISTRA CORP 0.4%
Value ($000) $90,924 Shares 469,250 Est. Cost $85.45 Unrealized +72.6%
MPWR MONOLITHIC PWR SYS INC 0.4%
Value ($000) $88,793 Shares 121,436 Est. Cost $706.88 Unrealized -10.4%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $85,559 Shares 580,000 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $85,559 Shares 580,000 Est. Cost Unrealized
HII HUNTINGTON INGALLS INDS INC 0.4%
Value ($000) $84,220 Shares 348,746 Est. Cost $185.97 Unrealized +18.5%
CIEN CIENA CORP 0.4%
Value ($000) $81,106 Shares 997,425 Est. Cost $72.86 Unrealized -1.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value ($000) $77,609 Shares 537,755 Est. Cost $102.43 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $77,226 Shares 166,762 Est. Cost $453.78 Unrealized +1.2%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $73,888 Shares 582,552 Est. Cost $100.50 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.3%
Value ($000) $73,076 Shares 1,491,500 Est. Cost Unrealized
FSLR FIRST SOLAR INC 0.3%
Value ($000) $72,813 Shares 440,000 Est. Cost $147.64 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.3%
Value ($000) $69,948 Shares 1,093,357 Est. Cost $47.46 Unrealized 0.0%
ORCL ORACLE CORP 0.3%
Value ($000) $69,661 Shares 318,685 Est. Cost $160.80 Unrealized 0.0%
ALC ALCON AG 0.3%
Value ($000) $67,956 Shares 769,778 Est. Cost $89.52 Unrealized +0.0%
COHR COHERENT CORP 0.3%
Value ($000) $60,677 Shares 679,853 Est. Cost $78.75 Unrealized -8.6%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $59,883 Shares 119,702 Est. Cost $476.97 Unrealized +1.9%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $58,830 Shares 760,126 Est. Cost $61.32 Unrealized +1.6%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $53,734 Shares 166,503 Est. Cost $213.58 Unrealized +23.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $52,997 Shares 625,000 Est. Cost $88.12 Unrealized
NTRA NATERA INC 0.2%
Value ($000) $51,776 Shares 306,533 Est. Cost $160.74 Unrealized -3.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $45,505 Shares 157,000 Est. Cost $252.67 Unrealized 0.0%
ZS ZSCALER INC 0.2%
Value ($000) $45,112 Shares 143,617 Est. Cost $193.20 Unrealized +29.0%
TEAM ATLASSIAN CORPORATION 0.2%
Value ($000) $43,684 Shares 215,019 Est. Cost $214.30 Unrealized -2.8%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $41,782 Shares 164,970 Est. Cost $253.27 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $40,304 Shares 630,000 Est. Cost $47.46 Unrealized 0.0%
FXI ISHARES TR 0.2%
Value ($000) $38,775 Shares 1,054,967 Est. Cost $36.70 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $38,601 Shares 2,120,333 Est. Cost $13.19 Unrealized 0.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $37,954 Shares 173,000 Est. Cost $188.90 Unrealized +4.8%
TSLA TESLA INC 0.2%
Value ($000) $37,108 Shares 116,771 Est. Cost $333.26 Unrealized -9.6%
BAC BANK AMERICA CORP 0.2%
Value ($000) $34,844 Shares 736,900 Est. Cost $38.99 Unrealized +6.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $34,844 Shares 736,900 Est. Cost $38.99 Unrealized +6.3%
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $34,126 Shares 493,827 Est. Cost $51.85 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $32,186 Shares 43,600 Est. Cost $580.11 Unrealized +6.3%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $31,276 Shares 329,061 Est. Cost $70.96 Unrealized 0.0%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $31,012 Shares 479,321 Est. Cost $49.03 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $29,111 Shares 106,769 Est. Cost $266.04 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $29,109 Shares 455,000 Est. Cost $47.46 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $28,556 Shares 37,225 Est. Cost $641.84 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $28,419 Shares 367,200 Est. Cost $61.32 Unrealized +1.6%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $28,419 Shares 367,200 Est. Cost $61.32 Unrealized +1.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $28,127 Shares 159,600 Est. Cost $174.76 Unrealized -6.6%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $27,371 Shares 213,212 Est. Cost $99.97 Unrealized -2.8%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $26,741 Shares 450,000 Est. Cost $56.57 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $26,513 Shares 259,093 Est. Cost $86.52 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $26,011 Shares 95,400 Est. Cost $266.04 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $26,011 Shares 95,400 Est. Cost $266.04 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $25,090 Shares 203,600 Est. Cost $96.66 Unrealized -3.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $25,090 Shares 203,600 Est. Cost $96.66 Unrealized -3.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $23,223 Shares 113,500 Est. Cost $185.70 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $23,223 Shares 113,500 Est. Cost $185.70 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $22,228 Shares 156,654 Est. Cost $108.87 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $21,707 Shares 159,218 Est. Cost $106.95 Unrealized +9.7%
EWZ ISHARES INC 0.1%
Value ($000) $21,626 Shares 750,000 Est. Cost $25.86 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value ($000) $21,452 Shares 231,698 Est. Cost $58.32 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $21,378 Shares 287,700 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $21,378 Shares 287,700 Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $21,287 Shares 147,500 Est. Cost $102.43 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $21,287 Shares 147,500 Est. Cost $102.43 Unrealized 0.0%
SATS ECHOSTAR CORP 0.1%
Value ($000) $21,193 Shares 764,400 Est. Cost $22.28 Unrealized -1.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $21,037 Shares 68,226 Est. Cost $271.51 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $20,924 Shares 148,600 Est. Cost $121.51 Unrealized -0.5%
MS MORGAN STANLEY 0.1%
Value ($000) $20,924 Shares 148,600 Est. Cost $121.51 Unrealized -0.5%
SMH VANECK ETF TRUST 0.1%
Value ($000) $20,916 Shares 75,000 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $20,916 Shares 75,000 Est. Cost Unrealized
TER TERADYNE INC 0.1%
Value ($000) $20,872 Shares 232,156 Est. Cost $129.90 Unrealized -38.7%
RTX RTX CORPORATION 0.1%
Value ($000) $20,733 Shares 142,000 Est. Cost $124.76 Unrealized +5.6%
RTX RTX CORPORATION 0.1%
Value ($000) $20,733 Shares 142,000 Est. Cost $124.76 Unrealized +5.6%
GLW CORNING INC 0.1%
Value ($000) $20,722 Shares 393,836 Est. Cost $46.30 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $20,524 Shares 29,000 Est. Cost $554.30 Unrealized +3.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $20,524 Shares 29,000 Est. Cost $554.30 Unrealized +3.1%
FLUT FLUTTER ENTMT PLC 0.1%
Value ($000) $20,524 Shares 71,821 Est. Cost $245.37 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $20,411 Shares 2,000 Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $20,411 Shares 250,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $19,156 Shares 135,000 Est. Cost $108.87 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $19,156 Shares 135,000 Est. Cost $108.87 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $18,304 Shares 100,000 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $18,304 Shares 100,000 Est. Cost Unrealized
S SENTINELONE INC 0.1%
Value ($000) $18,287 Shares 1,000,090 Est. Cost $23.52 Unrealized -22.2%
DAVE DAVE INC 0.1%
Value ($000) $18,054 Shares 67,278 Est. Cost $157.61 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $17,946 Shares 120,000 Est. Cost Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $17,946 Shares 120,000 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $17,823 Shares 35,000 Est. Cost $433.57 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $17,823 Shares 35,000 Est. Cost $433.57 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $17,789 Shares 17,311 Est. Cost $192.34 Unrealized -1.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $17,771 Shares 221,900 Est. Cost $73.70 Unrealized -3.5%
WMT WALMART INC 0.1%
Value ($000) $17,713 Shares 181,177 Est. Cost $94.76 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $17,701 Shares 55,500 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $17,701 Shares 55,500 Est. Cost Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $17,408 Shares 45,000 Est. Cost Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $17,408 Shares 45,000 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $17,051 Shares 182,800 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $17,051 Shares 182,800 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $16,869 Shares 148,761 Est. Cost $113.40 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $15,508 Shares 170,000 Est. Cost $77.67 Unrealized +7.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $15,508 Shares 170,000 Est. Cost $77.67 Unrealized +7.1%
AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $14,998 Shares 15,000 Est. Cost $999.85 Unrealized
WIX COM LTD 0.1%
Value ($000) $14,963 Shares 15,000 Est. Cost $0.97 Unrealized
PG&E CORP 0.1%
Value ($000) $14,911 Shares 15,000 Est. Cost $994.05 Unrealized
NICE LTD 0.1%
Value ($000) $14,903 Shares 15,000 Est. Cost $976.00 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $14,801 Shares 51,067 Est. Cost $252.67 Unrealized 0.0%
BRBR BELLRING BRANDS INC 0.1%
Value ($000) $13,535 Shares 233,722 Est. Cost $66.72 Unrealized 0.0%
EWZ ISHARES INC 0.1%
Value ($000) $13,490 Shares 467,826 Est. Cost $25.86 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $13,004 Shares 300,000 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $13,004 Shares 300,000 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $12,993 Shares 62,600 Est. Cost $174.27 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $12,993 Shares 62,600 Est. Cost $174.27 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $12,719 Shares 150,000 Est. Cost $88.12 Unrealized
BA BOEING CO 0.1%
Value ($000) $12,572 Shares 60,000 Est. Cost Unrealized
BA BOEING CO 0.1%
Value ($000) $12,572 Shares 60,000 Est. Cost Unrealized
AAPL APPLE INC 0.1%
Value ($000) $12,309 Shares 60,000 Est. Cost $230.77 Unrealized -12.7%
AAPL APPLE INC 0.1%
Value ($000) $12,309 Shares 60,000 Est. Cost $230.77 Unrealized -12.7%
ALARM COM HLDGS INC 0.1%
Value ($000) $12,203 Shares 12,509 Est. Cost $966.16 Unrealized
MICROSTRATEGY INC 0.1%
Value ($000) $11,757 Shares 6,500 Est. Cost $1808.75 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $11,506 Shares 23,000 Est. Cost $476.97 Unrealized +1.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $11,506 Shares 23,000 Est. Cost $476.97 Unrealized +1.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $11,465 Shares 1,000,000 Est. Cost $9.33 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $11,419 Shares 141,615 Est. Cost $75.73 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $11,304 Shares 11,000 Est. Cost $192.34 Unrealized -1.9%
NOW SERVICENOW INC 0.0%
Value ($000) $11,304 Shares 11,000 Est. Cost $192.34 Unrealized -1.9%
ETN EATON CORP PLC 0.0%
Value ($000) $10,852 Shares 30,400 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $10,852 Shares 30,400 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $10,840 Shares 193,000 Est. Cost $50.88 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $10,721 Shares 49,228 Est. Cost $182.05 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $10,408 Shares 1,799 Est. Cost $5094.53 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $10,285 Shares 64,050 Est. Cost $100.05 Unrealized +30.9%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $10,263 Shares 71,628 Est. Cost $116.84 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $10,206 Shares 13,093 Est. Cost $773.40 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $10,181 Shares 104,600 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $10,181 Shares 104,600 Est. Cost Unrealized
GEO GEO GROUP INC NEW 0.0%
Value ($000) $10,170 Shares 425,000 Est. Cost $27.32 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $10,134 Shares 13,000 Est. Cost $773.40 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $9,481 Shares 94,839 Est. Cost $106.80 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $8,405 Shares 121,200 Est. Cost Unrealized
TAC TRANSALTA CORP 0.0%
Value ($000) $8,301 Shares 768,235 Est. Cost $11.41 Unrealized -16.6%
CLS CELESTICA INC 0.0%
Value ($000) $8,215 Shares 52,610 Est. Cost $106.30 Unrealized 0.0%
GEO GEO GROUP INC NEW 0.0%
Value ($000) $7,611 Shares 318,038 Est. Cost $27.32 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $7,585 Shares 51,950 Est. Cost $124.76 Unrealized +5.6%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $6,748 Shares 8,153 Est. Cost $680.44 Unrealized 0.0%
ALAB ASTERA LABS INC 0.0%
Value ($000) $6,608 Shares 73,107 Est. Cost $79.01 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $6,558 Shares 30,000 Est. Cost $160.80 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $6,558 Shares 30,000 Est. Cost $160.80 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $6,491 Shares 289,953 Est. Cost $21.88 Unrealized -5.3%
CART MAPLEBEAR INC 0.0%
Value ($000) $6,114 Shares 135,150 Est. Cost $43.48 Unrealized 0.0%
GGAL GRUPO FINANCIERO GALICIA S.A 0.0%
Value ($000) $5,549 Shares 110,167 Est. Cost $24.81 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $5,471 Shares 24,465 Est. Cost $180.80 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $5,305 Shares 13,084 Est. Cost $539.78 Unrealized -22.7%
FLYYQ SPIRIT AVIATION HLDGS INC 0.0%
Value ($000) $5,245 Shares 1,055,250 Est. Cost $5.90 Unrealized 0.0%
MICROSTRATEGY INC 0.0%
Value ($000) $5,138 Shares 2,500 Est. Cost $2055.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $4,850 Shares 57,000 Est. Cost $71.20 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $4,850 Shares 57,000 Est. Cost $71.20 Unrealized 0.0%
ASHR DBX ETF TR 0.0%
Value ($000) $4,815 Shares 174,863 Est. Cost $26.48 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $4,348 Shares 15,000 Est. Cost $252.67 Unrealized 0.0%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $3,754 Shares 154,000 Est. Cost $26.19 Unrealized +2.3%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $3,555 Shares 15,100 Est. Cost $214.86 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3,470 Shares 16,717 Est. Cost $174.27 Unrealized 0.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $2,935 Shares 117,766 Est. Cost $22.54 Unrealized 0.0%
ESTC ELASTIC N V 0.0%
Value ($000) $2,761 Shares 32,737 Est. Cost $84.54 Unrealized 0.0%
BMA BANCO MACRO SA 0.0%
Value ($000) $2,645 Shares 37,683 Est. Cost $57.23 Unrealized
ECHOSTAR CORP 0.0%
Value ($000) $2,349 Shares 2,000 Est. Cost $1.06 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2,071 Shares 5,908 Est. Cost $233.78 Unrealized 0.0%
EWW ISHARES INC 0.0%
Value ($000) $641 Shares 10,590 Est. Cost $67.39 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $511 Shares 2,495 Est. Cost $185.70 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $446 Shares 7,500 Est. Cost $56.57 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $407 Shares 800 Est. Cost $433.57 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $359 Shares 2,172 Est. Cost $147.64 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $27 Shares 312 Est. Cost $71.20 Unrealized 0.0%