Follow to mirror this book and get an email + MCP alert the moment a new 13F is filed. The positions below are the latest disclosed holdings you can copy: data, not investment advice.
| # | Holding | Value | Change |
|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $1.2B | ADDED |
| 2 | MSFTMICROSOFT CORP | $1.0B | ADDED |
| 3 | IVVISHARES TR | $1.0B | REDUCED |
| 4 | LITE 1.5 12/15/29LUMENTUM HLDGS INC | $753M | ADDED |
| 5 | NVDANVIDIA CORPORATION | $700M | REDUCED |
| 6 | WDC 3 11/15/28WESTERN DIGITAL CORP | $577M | ADDED |
| 7 | TSLATESLA INC | $541M | ADDED |
| 8 | VOOVANGUARD INDEX FDS | $511M | ADDED |
| 9 | SPYSTATE STR SPDR S&P 500 ETF T | $386M | ADDED |
| 10 | WBDWARNER BROS DISCOVERY INC | $280M | ADDED |
| 11 | AAPLAPPLE INC | $250M | REDUCED |
| 12 | GOOGALPHABET INC | $241M | REDUCED |
| 13 | GOOGLALPHABET INC | $197M | REDUCED |
| 14 | METAMETA PLATFORMS INC | $194M | REDUCED |
| 15 | SATS 3.875 11/30/30ECHOSTAR CORP | $187M | REDUCED |
| 16 | AMDADVANCED MICRO DEVICES INC | $146M | REDUCED |
| 17 | IDCC 3.5 06/01/27INTERDIGITAL INC | $135M | ADDED |
| 18 | ORCLORACLE CORP | $130M | ADDED |
| 19 | AVGOBROADCOM INC | $117M | REDUCED |
| 20 | NET 0 08/15/26CLOUDFLARE INC | $107M | ADDED |
| 21 | BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC | $98M | ADDED |
| 22 | MIRM 4 05/01/29MIRUM PHARMACEUTICALS INC | $81M | ADDED |
| 23 | CNX 2.25 05/01/26CNX RES CORP | $72M | HELD |
| 24 | XLESELECT SECTOR SPDR TR | $71M | REDUCED |
| 25 | CHEF 2.375 12/15/28CHEFS WHSE INC | $61M | ADDED |
Holdings sourced from SEC EDGAR 13F-HR filings, public domain. 13F is reported quarterly, ~45 days after quarter end: a lagged, longs-only snapshot, not a real-time book. Following is data, not investment advice.
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