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CIK 0002040263 • 6 13F filings • May 5, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | PUT | $5.8M | 0.8%Prev: 0.3% | 25,000 SH | Increased+15,000 SH |
| ASML HOLDING N V | CALL | $12.3M | 1.8%Prev: 1.6% | 11,500 SH | Increased |
| ASML HOLDING N V | N Y REGISTRY SHS | $7.6M | 1.1%Prev: 1.0% | 7,101 SH | Increased |
| HOWARD HUGHES HOLDINGS INC | COM | $957K | 0.1%Prev: 1.9% | 12,001 SH | Decreased-150,000 SH |
| INVESCO QQQ TR | PUT | $64.4M | 9.4%Prev: 8.9% | 105,400 SH | Increased |
| LAM RESEARCH CORP | Call | $11.1M | 1.6%Prev: 1.2% | 65,000 SH | Increased |
| LULULEMON ATHLETICA INC | COM | $21.7M | 3.2%Prev: 2.6% | 104,200 SH | Increased |
| NETFLIX INC | COM | $36.1M | 5.3%Prev: 6.5% | 385,000 SH | Decreased+346,500 SH |
| NIKE INC | CL B | $2.4M | 0.3% | 37,001 SH | New |
| PAYPAL HLDGS INC | COM | $2.0M | 0.3% | 35,001 SH | New |
| POOL CORP | COM | $1.7M | 0.3% | 7,501 SH | New |
| SPDR S&P 500 ETF TR | PUT | $508.3M | 74.2%Prev: 72.2% | 763,000 SH | Decreased-7,500 SH |
| SPROUTS FMRS MKT INC | COM | $10.3M | 1.5%Prev: 2.0% | 129,000 SH | Decreased+2,000 SH |
| TEXAS ROADHOUSE INC | COM | $249K | 0.0% | 1,501 SH | New |
| 13F-HR |
| 0002040263-26-000004 |
| $694.1M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002040263-25-000003 | $184.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002040263-26-000003 | $100.7M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0002040263-25-000002 | $256.0M | View |