Disclosed positions
| HILTON WORLDWIDE HLDGS INC | HLT | COM | $26,436,800 | 80,000 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $25,788,780 | 54,000 | SH | None |
| LINDE PLC | LIN | SHS | $17,829,222 | 34,357 | SH | None |
| AMAZON COM INC | AMZN | COM | $17,096,128 | 71,730 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $17,079,482 | 85,359 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $15,045,388 | 163,377 | SH | None |
| API GROUP CORP | APG | COM STK | $12,587,352 | 297,222 | SH | None |
| AMPHENOL CORP | APH | CL A | $11,225,413 | 63,665 | SH | None |
| GE AEROSPACE | GE | COM NEW | $10,955,895 | 29,315 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $9,962,660 | 10,324 | SH | None |
| MEDLINE INC | MDLN | COM CL A | $5,900,145 | 149,598 | SH | None |
| MARTIN MARIETTA MATLS INC | MLM | COM | $5,684,532 | 9,857 | 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. 0 positions lack a resolved ticker and 0 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.