Company
Investment Type
Change
Value (x$1000)
increase or decrease
6,225,000 sh
1,125,000 sh
22%
$1,019,095
$141,283
215,000 sh
90,000 sh
72%
$739,634
$352,874
1,950,000 sh
450,000 sh
30%
$537,908
$155,363
985,000 sh
635,000 sh
181%
$495,140
$325,022
200,000 sh
-127,000 sh
-39%
$488,358
-$186,086
SNOWFLAKE INC CL A Stock
1,925,000 sh
400,000 sh
26%
$465,465
$115,813
632,000 sh
257,000 sh
69%
$386,152
$183,078
JD.COM INC SPON ADR CL A
4,750,000 sh
4,750,000 sh
NEW
$379,098
$379,098
Call options for 2,300,000 sh
2,300,000 sh
NEW
$376,533
$376,533
6,475,000 sh
4,975,000 sh
332%
$353,147
$270,437
DOORDASH INC COM
1,850,000 sh
1,850,000 sh
NEW
$329,911
$329,911
PAGSEGURO DIGITAL LTD COM CL A
5,850,000 sh
3,150,000 sh
117%
$327,132
$202,122
3,350,000 sh
3,050,000 sh
1017%
$322,270
$293,488
135,000 sh
-5,000 sh
-4%
$295,392
-$30,786
1,000,000 sh
1,000,000 sh
NEW
$291,480
$291,480
ATLASSIAN CORP PLC CL A
1,125,000 sh
325,000 sh
41%
$288,968
$120,360
5,400,000 sh
4,900,000 sh
980%
$284,526
$254,146
3,650,000 sh
175,000 sh
5%
$283,386
-$3,997
935,000 sh
-115,000 sh
-11%
$272,927
-$18,081
2,700,000 sh
700,000 sh
35%
$257,688
$71,688
700,000 sh
-300,000 sh
-30%
$255,563
-$100,487
525,000 sh
525,000 sh
NEW
$244,907
$244,907
900,000 sh
900,000 sh
NEW
$243,810
$243,810
1,324,000 sh
-226,000 sh
-15%
$242,530
$17,005
1,000,000 sh
-275,000 sh
-22%
$242,200
$9,449
2,000,000 sh
-500,000 sh
-20%
$241,240
-$61,060
PAGSEGURO DIGITAL LTD COM CL A
Call options for 4,300,000 sh
4,300,000 sh
NEW
$240,456
$240,456
Call options for 2,500,000 sh
2,500,000 sh
NEW
$238,600
$238,600
FERRARI N V COM
1,150,000 sh
125,000 sh
12%
$236,958
$22,446
6,000,000 sh
3,500,000 sh
140%
$230,160
$134,860
2,600,000 sh
1,800,000 sh
225%
$227,734
$160,014
Call options for 450,000 sh
450,000 sh
NEW
$226,206
$226,206
Call options for 800,000 sh
800,000 sh
NEW
$220,680
$220,680
Call options for 350,000 sh
350,000 sh
NEW
$213,850
$213,850
4,250,000 sh
2,450,000 sh
136%
$212,245
$122,839
825,000 sh
525,000 sh
175%
$207,331
$152,578
JD.COM INC SPON ADR CL A
Call options for 2,500,000 sh
2,500,000 sh
NEW
$199,525
$199,525
NETEASE INC SPONSORED ADS
1,650,000 sh
850,000 sh
106%
$190,163
$107,555
Call options for 3,550,000 sh
3,550,000 sh
NEW
$187,050
$187,050
725,000 sh
725,000 sh
NEW
$175,262
$175,262
Call options for 50,000 sh
50,000 sh
NEW
$172,008
$172,008
VIMEO INC COM
3,100,000 sh
3,100,000 sh
NEW
$151,900
$151,900
SEA LTD SPONSORED ADS
550,000 sh
550,000 sh
NEW
$151,030
$151,030
3,000,000 sh
-3,500,000 sh
-54%
$150,360
-$203,955
2,050,000 sh
650,000 sh
46%
$147,723
$61,119
SHOPIFY INC CL A
100,000 sh
100,000 sh
NEW
$146,098
$146,098
900,000 sh
400,000 sh
80%
$143,370
$56,280
Call options for 600,000 sh
600,000 sh
NEW
$140,292
$140,292
Call options for 2,500,000 sh
2,500,000 sh
NEW
$136,350
$136,350
1,250,000 sh
1,250,000 sh
NEW
$130,100
$130,100
1,200,000 sh
900,000 sh
300%
$129,108
$97,398
TRANSUNION COM
1,175,000 sh
1,175,000 sh
NEW
$129,027
$129,027
Call options for 2,500,000 sh
2,500,000 sh
NEW
$125,300
$125,300
Call options for 500,000 sh
500,000 sh
NEW
$121,100
$121,100
SNOWFLAKE INC CL A Stock
Call options for 500,000 sh
500,000 sh
NEW
$120,900
$120,900
Call options for 3,000,000 sh
3,000,000 sh
NEW
$115,080
$115,080
1,000,000 sh
-1,200,000 sh
-55%
$111,810
-$128,584
1,600,000 sh
1,600,000 sh
NEW
$109,024
$109,024
Call options for 1,500,000 sh
1,500,000 sh
NEW
$103,215
$103,215
2,800,000 sh
375,000 sh
15%
$101,192
$25,338
175,000 sh
-125,000 sh
-42%
$96,171
-$53,862
650,000 sh
-175,000 sh
-21%
$94,894
-$22,256
COTY INC COM CL A
10,000,000 sh
6,500,000 sh
186%
$93,400
$61,865
1,200,000 sh
1,200,000 sh
NEW
$82,572
$82,572
NETEASE INC SPONSORED ADS
Call options for 700,000 sh
700,000 sh
NEW
$80,675
$80,675
MELCO RESORTS AND ENTMT LTD ADR
Call options for 4,500,000 sh
4,500,000 sh
NEW
$74,565
$74,565
Call options for 400,000 sh
400,000 sh
NEW
$73,272
$73,272
MELCO RESORTS AND ENTMT LTD ADR
3,700,000 sh
2,700,000 sh
270%
$61,309
$41,399
100,000 sh
100,000 sh
NEW
$58,272
$58,272
242,000 sh
242,000 sh
NEW
$57,961
$57,961
Call options for 600,000 sh
600,000 sh
NEW
$57,720
$57,720
850,000 sh
-450,000 sh
-35%
$52,267
-$24,381
150,000 sh
-650,000 sh
-81%
$52,157
-$183,467
1,095,000 sh
1,095,000 sh
NEW
$50,841
$50,841
Call options for 300,000 sh
300,000 sh
NEW
$47,790
$47,790
2,500,000 sh
2,500,000 sh
NEW
$47,400
$47,400
200,000 sh
200,000 sh
NEW
$35,404
$35,404
Call options for 600,000 sh
600,000 sh
NEW
$29,964
$29,964
500,000 sh
500,000 sh
NEW
$29,210
$29,210
Call options for 100,000 sh
100,000 sh
NEW
$29,190
$29,190
Call options for 300,000 sh
300,000 sh
NEW
$26,277
$26,277
Call options for 600,000 sh
600,000 sh
NEW
$21,684
$21,684
VIMEO INC COM
Call options for 300,000 sh
300,000 sh
NEW
$14,700
$14,700
SENTINELONE INC CL A
251,500 sh
251,500 sh
NEW
$10,689
$10,689
100,000 sh
100,000 sh
NEW
$5,330
$5,330
0 sh
-1,275,000 sh
-100%
$0
-$233,950
Call options for 0 sh
-400,000 sh
-100%
$0
-$208,664
Call options for 0 sh
-3,500,000 sh
-100%
$0
-$152,740
Call options for 0 sh
-2,000,000 sh
-100%
$0
-$148,060
0 sh
-1,000,000 sh
-100%
$0
-$132,890
0 sh
-1,800,000 sh
-100%
$0
-$104,364
0 sh
-2,475,000 sh
-100%
$0
-$90,486
0 sh
-2,100,000 sh
-100%
$0
-$86,541
0 sh
-625,000 sh
-100%
$0
-$78,356
0 sh
-425,130 sh
-100%
$0
-$73,496
0 sh
-1,033,000 sh
-100%
$0
-$71,494
0 sh
-171,878 sh
-100%
$0
-$68,911
0 sh
-2,100,000 sh
-100%
$0
-$61,404
0 sh
-1,800,000 sh
-100%
$0
-$53,604
Call options for 0 sh
-500,000 sh
-100%
$0
-$44,105
Call options for 0 sh
-200,000 sh
-100%
$0
-$43,262
0 sh
-125,000 sh
-100%
$0
-$42,595
0 sh
-125,000 sh
-100%
$0
-$31,810
ACVA COM
0 sh
-700,000 sh
-100%
$0
-$24,227