13F
36 positions · Q1 202613G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Q1 2026
NVDA
HOLD
AMZN
HOLD
ASML
HOLD
CRDO
HOLD
AVGO
HOLD
TER
HOLD
TSM
HOLD
EQIX
HOLD
META
HOLD
AKAM
HOLD
ISRG
HOLD
AMD
HOLD
CIEN
HOLD
MU
HOLD
GOOGL
HOLD
ORCL
HOLD
COHR
HOLD
NVDA↑ Call
HOLD
INTC
HOLD
MSFT
HOLD
NOK
HOLD
MDB
HOLD
AMZN↑ Call
HOLD
MSFT↑ Call
HOLD
ISRG↑ Call
HOLD
META↑ Call
HOLD
MU↑ Call
HOLD
PLTR↑ Call
HOLD
MU↓ Put
HOLD
GOOGL↑ Call
HOLD
AAPL↑ Call
HOLD
ORCL↑ Call
HOLD
TSLA↓ Put
HOLD
PANW↑ Call
HOLD
TSLA↑ Call
HOLD
LITE
HOLD
META↓ Put
HOLD
CRM↑ Call
HOLD
PANW↓ Put
HOLD
GOOGL↓ Put
HOLD
GOOG
HOLD
AMD↑ Call
HOLD
AMD↓ Put
HOLD
IBM↑ Call
HOLD
ORCL↓ Put
HOLD
PLTR↓ Put
HOLD
SNOW↓ Put
HOLD
CRWV↓ Put
HOLD
NVDA↓ Put
HOLD
CRDO↑ Call
HOLD
INTC↑ Call
HOLD
CIEN↓ Put
HOLD
QCOM↑ Call
HOLD
ASML↑ Call
HOLD
CAT↑ Call
HOLD
INTC↓ Put
HOLD
AVGO↑ Call
HOLD
NBIS
HOLD
GLW
HOLD
NBIS↓ Put
HOLD
LITE↓ Put
HOLD
CRM↓ Put
HOLD
ADBE↑ Call
HOLD
AAPL↓ Put
HOLD
ISRG↓ Put
HOLD
CIEN↑ Call
HOLD
LITE↑ Call
HOLD
VRT↑ Call
HOLD
BABA↑ Call
HOLD
MSFT↓ Put
HOLD
GLW↑ Call
HOLD
SNOW↑ Call
HOLD
AMZN↓ Put
HOLD
VRT↓ Put
HOLD
GLW↓ Put
HOLD
DELL↓ Put
HOLD
TSM↑ Call
HOLD
BITF
HOLD
BIDU↑ Call
HOLD
IBM↓ Put
HOLD
NOW↑ Call
HOLD
CAT↓ Put
HOLD
AVGO↓ Put
HOLD
NOW↓ Put
HOLD
ALAB↑ Call
HOLD
CRWV↑ Call
HOLD
PLTR
HOLD
COHR↑ Call
HOLD
MDB↓ Put
HOLD
BABA↓ Put
HOLD
SNOW
HOLD
SMTC↓ Put
HOLD
DELL↑ Call
HOLD
TSM↓ Put
HOLD
NOK↑ Call
HOLD
CLSK
HOLD
BTDR
HOLD
IREN↓ Put
HOLD
BE↓ Put
HOLD
ADBE↓ Put
HOLD
IREN↑ Call
HOLD
QCOM↓ Put
HOLD
CLSK↓ Put
HOLD
CORZ
HOLD
DE↑ Call
HOLD
APLD↑ Call
HOLD
NEE↑ Call
HOLD
TRMB
HOLD
APLD↓ Put
HOLD
BE↑ Call
HOLD
CRDO↓ Put
HOLD
SNPS↑ Call
HOLD
BIDU↓ Put
HOLD
MDB↑ Call
HOLD
NOK↓ Put
HOLD
BE
HOLD
DE↓ Put
HOLD
ALAB↓ Put
HOLD
HUBS↓ Put
HOLD
COHR↓ Put
HOLD
CLSK↑ Call
HOLD
SNPS↓ Put
HOLD
NBIS↑ Call
HOLD
CRWV
HOLD
CORZ↓ Put
HOLD
RBRK↓ Put
HOLD
NEE↓ Put
HOLD
GOOG↑ Call
HOLD
BTDR↑ Call
HOLD
GOOG↓ Put
HOLD
GTLB↑ Call
HOLD
GTLB↓ Put
HOLD
AKAM↓ Put
HOLD
ASML↓ Put
HOLD
RBRK
HOLD
PONY
HOLD
BITF↑ Call
HOLD
PONY↑ Call
HOLD
CORZ↑ Call
HOLD
AKAM↑ Call
HOLD
RBRK↑ Call
HOLD
BTDR↓ Put
HOLD
PONY↓ Put
HOLD
BW↑ Call
HOLD
NEW
ADD
HOLD
TRIM (light → heavy)
Not held
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