AMAZON COM INC
5,000,000 shares · 15.4%
Filed Aug 14, 2026Original filing ↗Explore reported fund holdings, filing history and portfolio exports. Filings are not a complete live portfolio.
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AMAZON COM INC
5,000,000 shares · 15.4%
Filed Aug 14, 2026Original filing ↗MICRON TECHNOLOGY INC
975,000 shares · 14.6%
Filed Aug 14, 2026Original filing ↗TAIWAN SEMICONDUCTOR MANUFAC
1,650,000 shares · 10.2%
Filed Aug 14, 2026Original filing ↗ALPHABET INC
1,850,000 shares · 8.5%
Filed Aug 14, 2026Original filing ↗UBER TECHNOLOGIES INC
7,694,071 shares · 7.2%
Filed Aug 14, 2026Original filing ↗ISHARES INC
2,425,000 shares · 6.3%
Filed Aug 14, 2026Original filing ↗META PLATFORMS INC
675,000 shares · 4.9%
Filed Aug 14, 2026Original filing ↗VISTRA CORP
2,215,272 shares · 4.5%
Filed Aug 14, 2026Original filing ↗NVIDIA CORPORATION
1,525,000 shares · 3.9%
Filed Aug 14, 2026Original filing ↗NRG ENERGY INC
1,760,000 shares · 3.3%
Filed Aug 14, 2026Original filing ↗APPLE INC
835,000 shares · 3.1%
Filed Aug 14, 2026Original filing ↗ALIBABA GROUP HLDG LTD
2,000,000 shares · 2.5%
Filed Aug 14, 2026Original filing ↗BOEING CO
800,000 shares · 2.2%
Filed Aug 14, 2026Original filing ↗LAM RESEARCH CORP
382,500 shares · 2.1%
Filed Aug 14, 2026Original filing ↗BAIDU INC
1,295,000 shares · 1.9%
Filed Aug 14, 2026Original filing ↗AMERICAN AIRLINES GROUP INC
7,500,000 shares · 1.8%
Filed Aug 14, 2026Original filing ↗ADVANCED MICRO DEVICES INC
197,500 shares · 1.5%
Filed Aug 14, 2026Original filing ↗COREWEAVE INC
1,078,248 shares · 1.4%
Filed Aug 14, 2026Original filing ↗ASML HLDG NV
50,000 shares · 1.3%
Filed Aug 14, 2026Original filing ↗BROADCOM INC
150,000 shares · 0.7%
Filed Aug 14, 2026Original filing ↗Updated Nov 4, 2026 · Coverage is limited to available filings.
Photos cropped to circles. Source pages include credits and licenses. Bill Ackman: Senate Democrats, CC BY 2.0. David Tepper: Appaloosa Management, CC BY-SA 3.0.
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