- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AAP | ADVANCE AUTO PARTS INC | -700,000 | Exited | 13F | ||||
| APP | APPLOVIN CORP | -75,000 | Exited | 13F | ||||
| ADSK | AUTODESK INC | -350,000 | Exited | 13F | ||||
| CALM | CAL MAINE FOODS INC (Put) | -100,000 | Exited | 13F | ||||
| SATS | ECHOSTAR CORP | -350,000 | Exited | 13F | ||||
| MRVL | MARVELL TECHNOLOGY INC (Call) | -500,000 | Exited | 13F | ||||
| NTNX | NUTANIX INC | -1,300,000 | Exited | 13F | ||||
| SPY | STATE STR SPDR S&P 500 ETF T | -28,370 | Exited | 13F | ||||
| Z | ZILLOW GROUP INC | -2,450,000 | Exited | 13F | ||||
| WIX | WIX COM LTD | -350,000 | Exited | 13F |