Disclosed positions
| PALANTIR TECHNOLOGIES INC | Unresolved | PUT | $24,575,040 | 168,000 | SH | Put |
| BLACKROCK INC | BLK | COM | $12,149,282 | 12,633 | SH | None |
| VISA INC | V | COM CL A | $11,083,443 | 36,671 | SH | None |
| HEICO CORP NEW | HEI.A | CL A | $10,251,797 | 48,566 | SH | None |
| RYANAIR HOLDINGS PLC | RYAAY | SPONSORED ADR | $9,013,448 | 155,942 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $4,215,600 | 14,400 | SH | None |
| CANADIAN NATL RY CO | CNI | COM | $3,970,416 | 38,634 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $3,339,081 | 12,340 | SH | None |
| BP PLC | BP | SPONSORED ADR | $3,326,472 | 70,776 | SH | None |
| CANADIAN NAT RES LTD MED TER | CNQ | COM | $3,015,120 | 61,874 | SH | None |
| BBB FOODS INC | TBBB | CL A COM | $2,465,289 | 69,700 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.