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CIK 0001656456 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $153.7M | 2.1%Prev: 1.5% | 950,000 SH | Increased+752,500 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.15B | 15.6%Prev: 2.5% | 6,450,000 SH | Increased+4,450,000 SH |
| ALPHABET INC | CAP STK CL C | $337.9M | 4.6%Prev: 8.5% | 1,387,500 SH | Decreased-462,500 SH |
| AMAZON COM INC | COM | $548.9M | 7.4%Prev: 15.4% | 2,500,000 SH | Decreased-2,500,000 SH |
| AMERICAN AIRLS GROUP INC | COM | $104.0M | 1.4% | 9,250,000 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $62.0M | 0.8% | 64,000 SH | New |
| BAIDU INC | SPON ADR REP A | $137.7M | 1.9%Prev: 1.9% | 1,045,000 SH | Decreased-250,000 SH |
| BLOCK INC | CL A | $26.7M | 0.4% | 370,000 SH | New |
| CAESARS ENTERTAINMENT INC NE | COM | $56.8M | 0.8% | 2,100,000 SH | New |
| CITIZENS FINL GROUP INC | COM | $31.9M | 0.4% | 600,000 SH | New |
| COMERICA INC | COM | $31.7M | 0.4% | 462,500 SH | New |
| CORNING INC | COM | $133.3M | 1.8% | 1,625,000 SH | New |
| DELTA AIR LINES INC DEL | COM NEW | $26.2M | 0.4% | 462,500 SH | New |
| DEUTSCHE BANK A G | NAMEN AKT | $134.2M | 1.8% | 3,790,000 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $85.1M | 1.2%Prev: 0.4% | 4,957,235 SH | Increased+3,381,110 SH |
| FISERV INC | COM | $119.3M | 1.6% | 925,000 SH | New |
| GOODYEAR TIRE & RUBR CO | COM | $38.4M | 0.5%Prev: 0.1% | 5,140,000 SH | Increased+3,631,409 SH |
| IQVIA HLDGS INC | COM | $54.1M | 0.7% | 285,000 SH | New |
| ISHARES TR | CHINA LG-CAP ETF | $45.7M | 0.6% | 1,110,000 SH | New |
| JD.COM INC | SPON ADS CL A | $217.8M | 2.9% | 6,225,000 SH | New |
| KEYCORP | COM | $37.8M | 0.5% | 2,020,000 SH | New |
| KRANESHARES TRUST | CSI CHI INTERNET | $310.9M | 4.2% | 7,400,000 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $91.6M | 1.2% | 300,000 SH | New |
| LAM RESEARCH CORP | COM NEW | $49.5M | 0.7%Prev: 2.1% | 370,000 SH | Decreased-12,500 SH |
| LYFT INC | CL A COM | $123.3M | 1.7% | 5,600,000 SH | New |
| META PLATFORMS INC | CL A | $271.7M | 3.7%Prev: 4.9% | 370,000 SH | Decreased-305,000 SH |
| MICRON TECHNOLOGY INC | COM | $83.7M | 1.1%Prev: 14.6% | 500,000 SH | Decreased-475,000 SH |
| MICROSOFT CORP | COM | $239.6M | 3.2% | 462,500 SH | New |
| MOHAWK INDS INC | COM | $20.8M | 0.3% | 161,500 SH | New |
| MPLX LP | COM UNIT REP LTD | $26.7M | 0.4%Prev: 0.4% | 535,000 SH | Decreased+32,540 SH |
| NRG ENERGY INC | COM NEW | $302.8M | 4.1%Prev: 3.3% | 1,870,000 SH | Increased+110,000 SH |
| NVIDIA CORPORATION | COM | $354.5M | 4.8%Prev: 3.9% | 1,900,000 SH | Increased+375,000 SH |
| OWENS CORNING NEW | COM | $22.8M | 0.3% | 161,500 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $237.9M | 3.2% | 1,800,000 SH | New |
| QUALCOMM INC | COM | $207.1M | 2.8%Prev: 0.6% | 1,245,000 SH | Increased+995,000 SH |
| RTX CORPORATION | COM | $85.3M | 1.2% | 509,500 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $296.0M | 4.0% | 1,060,000 SH | New |
| TRUIST FINL CORP | COM | $63.4M | 0.9% | 1,387,500 SH | New |
| UBER TECHNOLOGIES INC | COM | $235.8M | 3.2%Prev: 7.2% | 2,406,983 SH | Decreased-5,287,088 SH |
| UNITED AIRLS HLDGS INC | COM | $44.6M | 0.6% | 462,500 SH | New |
| UNITEDHEALTH GROUP INC | COM | $70.3M | 1.0% | 203,500 SH | New |
| VISTRA CORP | COM | $243.9M | 3.3%Prev: 4.5% | 1,245,000 SH | Decreased-970,272 SH |
| WESTERN ALLIANCE BANCORP | COM | $16.9M | 0.2% | 195,000 SH | New |
| WHIRLPOOL CORP | COM | $432.3M | 5.9%Prev: 0.4% | 5,500,000 SH | Increased+4,785,000 SH |
| ZIONS BANCORPORATION N A | COM | $16.1M | 0.2% | 285,000 SH | New |
| 13F-HR |
| 0001656456-26-000003 |
| $7.73B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001656456-25-000006 | $6.45B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001656456-26-000002 | $5.93B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001656456-25-000005 | $8.38B | View |