Disclosed positions
| APPLOVIN CORP | APP | COM CL A | $159,793,200 | 1,224,000 | SH | None |
| DECKERS OUTDOOR CORP | DECK | COM | $48,456,855 | 303,900 | SH | None |
| NEW ORIENTAL ED & TECHNOLOGY | EDU | SPON ADR | $38,676,276 | 509,972 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $36,614,610 | 219,000 | SH | None |
| PDD HOLDINGS INC | PDD | SPONSORED ADS | $35,320,220 | 262,000 | SH | None |
| VANECK ETF TRUST | GDXJ | JUNIOR GOLD MINE | $29,139,570 | 597,000 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $28,443,426 | 714,300 | SH | None |
| ACM RESH INC | ACMR | COM CL A | $23,694,140 | 1,167,199 | SH | None |
| SUNCOR ENERGY INC NEW | SU | COM | $12,515,880 | 339,000 | SH | None |
| CENOVUS ENERGY INC | CVE | COM | $12,296,550 | 735,000 | SH | None |
| WOLFSPEED INC | Unresolved | COM | $4,704,500 | 485,000 | SH | None |
| TESLA INC | Unresolved | COM | $76,400 | 200 | SH | Put |
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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. 2 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.