Company
Investment Type
Change
Value (x$1000)
increase or decrease
SPDR S&P 500 ETF TR TR UNIT
Put options for 3,156,000 sh
3,156,000 sh
NEW
$1,350,957
$1,350,957
INVESCO QQQ TR UNIT SER 1
Put options for 3,230,000 sh
-1,721,500 sh
-35%
$1,144,809
-$435,363
305,000 sh
90,000 sh
42%
$106,052
$42,728
SEA LTD SPONSORED ADS
385,000 sh
$105,721
MERCADOLIBRE INC COM
57,500 sh
$89,573
140,000 sh
-30,000 sh
-18%
$73,949
-$14,733
SHOPIFY INC CL A
50,000 sh
$73,049
595,000 sh
-20,000 sh
-3%
$72,721
-$7,008
250,000 sh
-200,000 sh
-44%
$67,725
-$38,372
FARFETCH LTD ORD SH CL A
1,150,000 sh
1,150,000 sh
NEW
$57,914
$57,914
SPOTIFY TECHNOLOGY S A SHS
200,000 sh
-10,000 sh
-5%
$55,118
-$1,152
AIRBNB INC COM CL A
350,000 sh
$53,599
120,000 sh
-25,000 sh
-17%
$47,299
-$2,111
Coinbase Global Inc -
185,000 sh
185,000 sh
NEW
$46,861
$46,861
DOORDASH INC COM
240,000 sh
240,000 sh
NEW
$42,799
$42,799
140,000 sh
80,000 sh
133%
$40,866
$24,237
BILIBILI INC SPONS ADS REP Z
300,000 sh
$36,552
125,000 sh
125,000 sh
NEW
$32,764
$32,764
Match Group Inc COM
202,841 sh
-97,159 sh
-32%
$32,708
-$8,506
105,000 sh
56,000 sh
114%
$31,691
$18,833
130,000 sh
-70,000 sh
-35%
$31,143
-$19,801
43,000 sh
43,000 sh
NEW
$31,022
$31,022
85,000 sh
85,000 sh
NEW
$30,895
$30,895
170,000 sh
170,000 sh
NEW
$30,093
$30,093
360,000 sh
360,000 sh
NEW
$30,038
$30,038
11,000 sh
-14,000 sh
-56%
$26,860
-$24,703
300,000 sh
300,000 sh
NEW
$24,933
$24,933
170,000 sh
170,000 sh
NEW
$24,621
$24,621
STONECO LTD COM CL A
350,000 sh
350,000 sh
NEW
$23,471
$23,471
75,000 sh
-45,000 sh
-37%
$20,968
-$3,326
675,000 sh
675,000 sh
NEW
$20,581
$20,581
176,161 sh
66,161 sh
60%
$18,354
$6,024
ROBLOX CORP CL A
200,000 sh
150,000 sh
300%
$17,996
$14,754
170,000 sh
170,000 sh
NEW
$16,225
$16,225
LEMONADE INC COM
145,000 sh
95,000 sh
190%
$15,864
$11,207
APPLOVIN CL A ORD COM
200,000 sh
200,000 sh
NEW
$15,034
$15,034
FUTU HLDGS LTD SPON ADS CL A
75,000 sh
75,000 sh
NEW
$13,432
$13,432
11,967 sh
11,967 sh
NEW
$12,216
$12,216
BENTLEY SYSTEMS CL B ORD COM
150,000 sh
43,924 sh
41%
$9,717
$4,739
FIVERR INTL LTD ORD SHS
35,000 sh
35,000 sh
NEW
$8,487
$8,487
UNITY SOFTWARE INC COM Stock
70,000 sh
70,000 sh
NEW
$7,688
$7,688
JUMIA TECHNOLOGIES AG SPONSORED ADS
200,000 sh
$6,066
WELLS FARGO CO NEW COM
110,000 sh
110,000 sh
NEW
$4,982
$4,982
355,000 sh
-3,645,000 sh
-91%
$4,778
-$47,742
NIO INC SPON ADS
50,000 sh
$2,660
SNOWFLAKE INC CL A Stock
10,000 sh
$2,418
0 sh
-195,000 sh
-100%
$0
-$69,430
DISNEY WALT CO COM DISNEY
0 sh
-360,000 sh
-100%
$0
-$66,427
0 sh
-25,000 sh
-100%
$0
-$58,246
0 sh
-500,000 sh
-100%
$0
-$42,325
0 sh
-200,000 sh
-100%
$0
-$40,846
0 sh
-110,000 sh
-100%
$0
-$39,485
0 sh
-630,000 sh
-100%
$0
-$34,341
0 sh
-800,000 sh
-100%
$0
-$32,528
0 sh
-700,000 sh
-100%
$0
-$20,846
0 sh
-325,000 sh
-100%
$0
-$20,534
0 sh
-60,000 sh
-100%
$0
-$17,451
RESTAURANT BRANDS INTL INC COM
0 sh
-250,000 sh
-100%
$0
-$16,250
0 sh
-400,000 sh
-100%
$0
-$15,284
0 sh
-150,000 sh
-100%
$0
-$12,038
0 sh
-25,000 sh
-100%
$0
-$1,345