13F

Investor

13F book

$3.08B

Positions

480

147 new · 231 sold

Largest name

10.2%

Nvidia Corp · NVDA

Est. mark

$196.4M

Price effect on 333 names still held. Flow $336.5M.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA346.7K$313.3M10.2%$141.6MCut−$84.1M
Ishares Bitcoin Trust EtfIBIT5.61M$227M7.4%New
Broadcom Inc.AVGO146.9K$194.7M6.3%$833.3KAdded$190.3M
Eli Lilly & CoLLY154.4K$120.1M3.9%$9.38MAdded$92.1M
Super Micro Computer Inc93K$93.9M3.1%$7.75MAdded$90.9M
Strategy Inc55.1K$93.9M3.1%New
Booking Holdings Inc.BKNG24.3K$88.1M2.9%$5.56KAdded$87.8M
Costco Whsl Corp New115K$84.3M2.7%New
Thermo Fisher Scientific Inc.TMO122.5K$71.2M2.3%New
Unitedhealth Group IncUNH127.4K$63M2.0%−$170.4KAdded$60.2M
Alphabet Inc385K$58.6M1.9%$2.85MAdded$23.2M
Spdr S&P 500 Etf Tr110.9K$58M1.9%$5.3MCut−$23M
Select Sector Spdr Tr300K$55.2M1.8%New
Netflix IncNFLX88.1K$53.5M1.7%$4.25MAdded$36.4M
Lam Research CorpLRCX51.1K$49.6M1.6%New
Honeywell Intl Inc239.4K$49.1M1.6%−$5.9KAdded$48.9M
Disney Walt Co379.2K$46.4M1.5%$1.54MAdded$42M
Humana IncHUM127.8K$44.3M1.4%−$8.57MAdded$8.99M
Asml Holding N V41.5K$40.3M1.3%$360.5KAdded$39M
Goldman Sachs Group Inc90K$37.6M1.2%New
Lockheed Martin CorpLMT76.1K$34.6M1.1%$10.4KAdded$31.7M
Microsoft CorpMSFT79.9K$33.6M1.1%$3.25MAdded$6.23M
Intuit Inc.INTU45.5K$29.6M1.0%New
Kla CorpKLAC41.5K$29M0.9%$304.7KAdded$27.4M
Adobe Inc.ADBE54K$27.2M0.9%−$222.5KAdded$25.8M
Select Sector Spdr Tr130.4K$27.2M0.9%$20.4KAdded$26.9M
Charter Communications Inc N93.3K$27.1M0.9%−$64.1KAdded$26.9M
Cigna GroupCI72.9K$26.5M0.9%$4.62MAdded$4.76M
Meta Platforms, Inc.META53.8K$26.1M0.8%$7.08MCut$6.27M
Home Depot, Inc.HD66.9K$25.7M0.8%$1.72MAdded$9.6M
Synopsys IncSNPS42K$24M0.8%New
Danaher Corporation90.3K$22.6M0.7%$1.66MCut−$21.5M
Spdr Gold Tr105.8K$21.8M0.7%$1.54MCut−$1.49M
Tesla, Inc.TSLA122.9K$21.6M0.7%−$1.45MAdded$16.6M
Mercadolibre IncMELI13.4K$20.3M0.7%−$25.1KAdded$19.7M
Deutsche Bank A G1.28M$20.3M0.7%$2.73MCut$2.52M
Alibaba Group Hldg Ltd277.3K$20.1M0.7%−$1.43MCut−$9.72M
Sherwin Williams CoSHW51.5K$17.9M0.6%New
Select Sector Spdr Tr120K$17.7M0.6%New
Equinix IncEQIX21K$17.3M0.6%New
Intuitive Surgical IncISRG40.3K$16.1M0.5%$2.49MCut$2.43M
Proshares Tr Ii100K$15.7M0.5%$6.03MHeld
Kaspi Kz Jsc120.6K$15.5M0.5%New
Cintas CorpCTAS21.8K$15M0.5%New
Constellation Energy CorpCEG80K$14.8M0.5%New
Starbucks CorpSBUX161.6K$14.8M0.5%−$12.6KAdded$14.5M
Pioneer Nat Res Co52.8K$13.8M0.4%$38.6KAdded$13.6M
Moodys Corp33.6K$13.2M0.4%New
Mcdonalds CorpMCD45.8K$12.9M0.4%New
Norfolk Southn Corp48.5K$12.4M0.4%New
Gallagher Arthur J & Co47K$11.8M0.4%New
Motorola Solutions, Inc.MSI32K$11.4M0.4%$1.34MCut−$225K
Metlife Inc141.3K$10.5M0.3%New
Sempra143K$10.3M0.3%New
Realty Income CorpO188.1K$10.2M0.3%−$568.5KAdded$346.2K
MSCI Inc.MSCI17.4K$9.78M0.3%New
Corteva, Inc.CTVA154.3K$8.9M0.3%New
Fedex CorpFDX30.5K$8.84M0.3%$1.12MCut−$16.5M
Burford Cap Ltd545K$8.7M0.3%$287.4KHeld
Jpmorgan Chase & Co.43.2K$8.65M0.3%$1.3MCut−$17.8K
Tencent Music Entmt Group718.3K$8.04M0.3%$1.57MCut$660.1K
Northrop Grumman Corp16.6K$7.94M0.3%New
Alphabet Inc49.3K$7.44M0.2%$420.7KAdded$2.22M
Merck & Co., Inc.MRK56.1K$7.4M0.2%$1.29MCut−$6.28M
Monolithic Pwr Sys Inc10.5K$7.11M0.2%New
Mckesson CorpMCK13.1K$7.02M0.2%$966.4KCut−$3.63M
Teck Resources Ltd152.7K$6.99M0.2%$535.6KCut−$92.8K
Vici Pptys Inc231.5K$6.9M0.2%−$483.9KCut−$915.9K
Philip Morris Intl Inc74K$6.78M0.2%−$182.2KCut−$13.6M
Salesforce, Inc.CRM21.6K$6.51M0.2%New
American Airls Group IncAAL422.9K$6.49M0.2%$680.9KCut−$1.91M
Cvs Health CorpCVS79K$6.3M0.2%$63.2KCut−$836K
Stellantis N.V.STLA221.5K$6.27M0.2%$1.1MCut$903.6K
Edison Intl88.3K$6.24M0.2%−$67.1KCut−$432.7K
Mondelez Intl Inc89.1K$6.24M0.2%−$216.6KCut−$18M
Markel Group Inc.MKL4.09K$6.23M0.2%$415.9KCut−$302.6K
Williams Sonoma IncWSM18.1K$5.76M0.2%$2.1MCut$96.3K
Nvr IncNVR683$5.53M0.2%$751KCut−$229.1K
Intel CorpINTC123.8K$5.47M0.2%−$752.6KCut−$5.4M
Raymond James Finl Inc41.5K$5.33M0.2%$702.2KCut$534.9K
Cme Group Inc.CME24.6K$5.3M0.2%$113KAdded$225.8K
Sunrun Inc.RUN397.2K$5.23M0.2%−$2.56MCut−$3.46M
Solaredge Technologies, Inc.SEDG73.3K$5.21M0.2%−$1.66MCut−$2.2M
State Str Corp67K$5.18M0.2%−$8.54KAdded$455.4K
Walmart Inc.WMT85.2K$5.12M0.2%−$3.99MAdded−$1.32M
Catalent Inc90K$5.08M0.2%New
Paypal Hldgs Inc75K$5.02M0.2%$418.3KCut−$1.44M
Visa Inc.V18K$5.02M0.2%$301.6KAdded$829.4K
Old Dominion Freight Line In22.5K$4.93M0.2%New
e.l.f. Beauty, Inc.ELF25K$4.91M0.2%New
Ishares Tr198K$4.77M0.2%$2.09KAdded$3.51M
Novartis Ag49K$4.74M0.2%−$207.8KHeld
Ishares Tr50K$4.73M0.2%New
Paramount Global399.5K$4.7M0.2%−$585.3KAdded$1.84M
Uber Technologies, IncUBER60.9K$4.69M0.2%$920.4KAdded$1.02M
Invitation Homes Inc.INVH129K$4.59M0.1%$193.5KCut−$45.1K
Warner Bros. Discovery, Inc.WBD510.7K$4.46M0.1%−$1.35MCut−$2.56M
General Mtrs Co97.6K$4.43M0.1%$920.6KCut−$707.3K
Cenovus Energy Inc.CVE214.9K$4.3M0.1%$711.7KAdded$717.7K
Hilton Worldwide Hldgs Inc20K$4.27M0.1%New
Tyson Foods, Inc.TSN72.1K$4.24M0.1%$83.2KAdded$3.34M
Tg Therapeutics, Inc.TGTX275K$4.18M0.1%−$514.2KHeld
Destra Multi-Alternative Fd516.1K$4.04M0.1%$313.7KAdded$2.81M
Peabody Energy CorpBTU159.9K$3.88M0.1%−$5.1KAdded$1.81M
Exxon Mobil Corp33.1K$3.84M0.1%$326.3KAdded$1.84M
UBS Group AGUBS123.3K$3.79M0.1%−$36.7KCut−$940.8K
Asana, Inc.ASAN240K$3.72M0.1%−$598.4KAdded$485.9K
Roku, IncROKU56.1K$3.66M0.1%−$1.18MAdded−$426K
Skyworks Solutions, Inc.SWKS33.1K$3.58M0.1%−$135.6KCut−$10.3M
Endeavor Group Hldgs Inc138K$3.55M0.1%$68.5KAdded$2.74M
Vertiv Holdings CoVRT43.4K$3.55M0.1%New
Host Hotels & Resorts, Inc.HST159K$3.29M0.1%New
Scorpio Tankers Inc.STNG44.9K$3.21M0.1%$482.9KCut−$72K
Ferrari N.V.RACE7.28K$3.17M0.1%$703.2KAdded$730.7K
Ishares Inc21.2K$3.07M0.1%$252KHeld
Fiserv IncFISV18.9K$3.02M0.1%$509.6KHeld
Pinterest, Inc.PINS86.8K$3.01M0.1%−$178.9KAdded$214.8K
Noble Corp Plc61.5K$2.98M0.1%$20.3KHeld
Jd.Com Inc106.8K$2.92M0.1%−$160.1KCut−$5.77M
ConocophillipsCOP22.5K$2.87M0.1%$64.5KAdded$2.2M
Taiwan Semiconductor Mfg Ltd21K$2.86M0.1%$674.2KCut−$2.7M
Marathon Oil Corp99K$2.81M0.1%$259.2KAdded$1.31M
Ishares Tr25.1K$2.77M0.1%$1.33MCut$736.9K
Direxion Shs Etf Tr59.1K$2.75M0.1%$264.8KAdded$2.2M
Steel Dynamics IncSTLD17.8K$2.64M0.1%$536KCut−$1.7M
Chart Inds Inc15K$2.47M0.1%$284.1KAdded$1.11M
Ishares Tr25.8K$2.44M0.1%−$97.7KAdded$168.8K
Plug Power IncPLUG700K$2.41M0.1%−$742KCut−$875.3K
Carnival Corp Ltd.CCL147.2K$2.41M0.1%−$57.3KAdded$1.92M
3M COMMM22.5K$2.38M0.1%−$58.7KAdded$410K
Etsy IncETSY34.2K$2.35M0.1%−$421.3KCut−$772K
Ishares Tr44.7K$2.31M0.1%$48.4KAdded$1.46M
Block Inc26.4K$2.23M0.1%$179.2KAdded$311.5K
Zoom Communications, Inc.ZM32.5K$2.13M0.1%−$212.8KCut−$391K
Ke Hldgs Inc154.6K$2.12M0.1%−$383.4KCut−$383.4K
Wayfair Inc.W31.2K$2.12M0.1%$179.7KAdded$320.7K
Micron Technology IncMU17.4K$2.06M0.1%$235.6KAdded$1.44M
Slb Limited/NvSLB34.6K$1.9M0.1%$95.9KCut$48.2K
Nebius Group N.V.NBIS99.8K$1.89M0.1%−$0Cut−$318.2K
Newmont Corp52.7K$1.89M0.1%−$292.4KCut−$2.45M
Aspen Aerogels IncASPN105K$1.85M0.1%$118.3KAdded$822.3K
APA CorpAPA51.8K$1.78M0.1%−$12.1KAdded$1.49M
Moderna, Inc.MRNA16.6K$1.77M0.1%$101.6KAdded$347.2K
NIKE, Inc.NKE18.8K$1.77M0.1%−$274.2KCut−$43.3M
Fmc CorpFMC27.5K$1.75M0.1%$17.9KCut−$275.9K
Snowflake Inc.SNOW10.6K$1.72M0.1%−$362.2KAdded−$209K
Weibo Corp184.3K$1.68M0.1%−$342.8KCut−$719.1K
Proshares Tr27.2K$1.67M0.1%$295.4KCut−$1.54M
Ishares Inc51.1K$1.66M0.1%−$23.6KAdded$1.33M
Coupang, Inc.CPNG92.2K$1.64M0.1%$135.6KAdded$268.3K
Vaneck Etf Trust40.5K$1.57M0.1%$19.2KAdded$690.2K
Aurinia Pharmaceuticals Inc.AUPH300K$1.5M0.0%−$1.19MCut−$1.69M
Fastly, Inc.FSLY113K$1.47M0.0%New
AST SpaceMobile, Inc.ASTS500K$1.45M0.0%New
Logitech Intl S A16.2K$1.45M0.0%−$24.1KAdded$1.03M
Xpeng Inc188.6K$1.45M0.0%−$191KAdded$1.05M
Unity Software Inc.U54.1K$1.45M0.0%−$752.4KAdded−$722.6K
Palantir Technologies Inc.PLTR61.2K$1.41M0.0%$222.8KAdded$752.3K
Tidewater Inc New15K$1.38M0.0%$298.4KCut−$1.1M
Valaris Ltd18.2K$1.37M0.0%$122KHeld
Whirlpool Corp11.1K$1.33M0.0%−$6.51KAdded$961.1K
Roblox CorpRBLX34.8K$1.33M0.0%−$262KCut−$873.6K
Autohome Inc.ATHM50K$1.31M0.0%−$92KHeld
Ford Mtr Co98.6K$1.31M0.0%$107.4KCut−$69.8K
United States Stl Corp New31.5K$1.28M0.0%New
Dell Technologies Inc.DELL11.2K$1.28M0.0%$233.1KAdded$802.6K
Chevron Corp NewCVX7.93K$1.25M0.0%$68KCut−$920.5K
Dole PlcDOLE101.5K$1.21M0.0%−$23KHeld
UiPath, Inc.PATH52.9K$1.2M0.0%−$87KAdded$202.3K
Robinhood Mkts Inc57K$1.15M0.0%$421.4KCut$414K
Zscaler, Inc.ZS5.91K$1.14M0.0%−$48.7KAdded$765.2K
Southwest Airls Co37.8K$1.1M0.0%$2.87KAdded$835.5K
Pan Amern Silver Corp72.2K$1.09M0.0%−$40.8KAdded$556.2K
Kraneshares Trust39.5K$1.04M0.0%−$29.6KCut−$89.6K
Snap IncSNAP90K$1.03M0.0%−$260.8KAdded$222.6K
Biontech SeBNTX11K$1.01M0.0%−$90.7KAdded$294.5K
Enphase Energy, Inc.ENPH8.38K$1.01M0.0%−$74KAdded$136.9K
Gigacloud Technology IncGCT37.5K$1M0.0%New
Ishares Tr4.7K$988.2K0.0%$45.1KCut−$29.4K
Lucid Group, Inc.LCID345.1K$983.4K0.0%−$191.6KAdded$390.3K
Ring Energy, Inc.REI500K$980K0.0%$250KCut$177K
Cisco Sys Inc19.2K$956.8K0.0%−$11.7KCut−$255K
Vaneck Etf Trust4.24K$954.6K0.0%New
Transdigm Group IncTDG757$932.3K0.0%$156.6KAdded$212.1K
Global X Fds32.1K$925.9K0.0%New
Western Digital CorpWDC13.5K$922.3K0.0%$211.4KAdded$224.6K
Propetro Hldg Corp112.9K$912.2K0.0%New
Crispr Therapeutics AgCRSP13.1K$892.9K0.0%$72.7KAdded$74.9K
Teladoc Health, Inc.TDOC57.9K$874.1K0.0%−$346.7KAdded−$284.4K
Diamond Offshore Drilling In63.9K$871K0.0%$39.6KAdded$66.2K
Zillow Group Inc17.6K$857.8K0.0%−$159.7KCut−$195.9K
United Microelectronics CorpUMC105.7K$855.4K0.0%−$16.6KAdded$476.5K
Illumina, Inc.ILMN5.97K$819.7K0.0%−$11.5KCut−$517.7K
At&T Inc46.5K$818.4K0.0%$30.8KAdded$187.3K
Riot Platforms, Inc.RIOT66.8K$817.6K0.0%−$191.6KAdded−$99.9K
Select Sector Spdr Tr8.65K$816.6K0.0%$91.4KCut−$232.9K
Direxion Shs Etf Tr253.7K$814.5K0.0%−$59.1KAdded$682.7K
Johnson & JohnsonJNJ5.11K$807.7K0.0%$7.4KCut−$737.9K
Shopify Inc.SHOP10.4K$804.8K0.0%−$5.09KAdded$261.1K
Match Group Inc New22K$796.6K0.0%−$4.83KCut−$433.3K
Verizon Communications IncVZ18.9K$792.1K0.0%$80.4KCut−$753.2K
Dxc Technology CoDXC37.3K$791K0.0%−$61.9KCut−$62.5K
Twilio IncTWLO12.9K$788.2K0.0%−$150.7KAdded$11.2K
Frontier Communications Pare31.5K$771.8K0.0%−$10.5KAdded$455K
Palo Alto Networks IncPANW2.69K$764.6K0.0%−$28.9KCut−$99.4K
Caterpillar IncCAT2.06K$755.9K0.0%$58KAdded$513.5K
Qualcomm Inc4.43K$749.5K0.0%$109.2KCut−$14.3M
Hut 8 Corp.HUT67.8K$748.5K0.0%New
Nikola Corp718.9K$747.7K0.0%$91.7KAdded$261.3K
Dyne Therapeutics, Inc.DYN25.5K$723.9K0.0%New
MongoDB, Inc.MDB2K$717.3K0.0%−$100.4KCut−$3.79M
Nio Inc159K$715.6K0.0%−$350.2KAdded$20.6K
Crowdstrike Hldgs Inc2.23K$715.2K0.0%$126.1KAdded$222K
Ge Aerospace4.05K$710.2K0.0%$193.8KCut−$746.6K
Vinfast Auto Ltd140.1K$696.3K0.0%−$298.5KAdded−$38.6K
Docusign, Inc.DOCU11.5K$682.9K0.0%$940Added$124.1K
Biomarin Pharmaceutical IncBMRN7.78K$679.3K0.0%−$36.9KAdded$287K
Gen Digital Inc29.5K$660.9K0.0%−$12.4KCut−$2.45M
PDD Holdings Inc.PDD5.68K$660.8K0.0%−$170.9KCut−$944.3K
Capital One Finl Corp4.35K$647.2K0.0%$64.4KAdded$171.8K
D R Horton Inc3.88K$638.9K0.0%New
Dropbox, Inc.DBX26.1K$634.2K0.0%−$65.4KAdded$262.2K
Invesco Exchange Traded Fd T3.68K$623.5K0.0%$42.6KCut−$1.48M
Cameco CorpCCJ14.4K$622.9K0.0%$2.62KAdded$110.1K
Cadence Design System Inc1.97K$614.5K0.0%$76.8KCut−$10.4M
iQIYI, Inc.IQ144.1K$609.5K0.0%−$93.7KCut−$422.1K
Bunge Global SaBG5.93K$608.3K0.0%$9.31KCut−$117.1K
Cmb.Tech NvCMBT36.4K$606K0.0%New
TripAdvisor, Inc.TRIP21.6K$599.8K0.0%$135.1KCut−$2.12M
Spdr Series Trust6K$596.5K0.0%$1.5KAdded$100.9K
Eldorado Gold Corp New41.9K$590.1K0.0%$45.4KCut−$709.4K
Organon & Co.OGN31.2K$586.6K0.0%$136.7KHeld
Paycom Software, Inc.PAYC2.91K$579.1K0.0%−$17.8KAdded$100.6K
Accenture Plc Ireland1.63K$565.3K0.0%New
Sociedad Quimica Y Minera De11.4K$561.5K0.0%−$103.7KAdded−$3.29K
ChargePoint Holdings, Inc.CHPT290.8K$552.5K0.0%−$125.8KAdded−$116.6K
Graniteshares Etf Tr13.1K$541.6K0.0%New
Mosaic Co NewMOS16.7K$540.5K0.0%−$54.5KCut−$156.9K
Transocean Ltd.RIG85.9K$539.4K0.0%−$6.01KCut−$651.2K
ServiceNow, Inc.NOW707$539K0.0%$35.7KAdded$89.8K
Occidental Pete Corp8.26K$536.6K0.0%$43.6KCut−$547.1K
Skeena Res Ltd New116.1K$536.6K0.0%−$18.8KAdded$171.3K
Cipher Mining IncCIFR103K$530.2K0.0%$105KCut$27.3K
Spotify Technology S.A.SPOT2K$526.5K0.0%$151.6KCut−$798.9K
Up Fintech Hldg Ltd153K$526.3K0.0%New
Zymeworks Inc.ZYME50K$526K0.0%$5.2KAdded$110.4K
RingCentral, Inc.RNG15.1K$525.4K0.0%$11.9KCut−$33.4K
Proshares Tr49.8K$521.9K0.0%−$127.9KAdded−$57.2K
Elastic N.V.ESTC5.2K$521.5K0.0%New
United Sts Nat Gas Fd Lp35.5K$517.4K0.0%New
Nu Hldgs Ltd43K$513K0.0%New
Luminar Technologies Inc250.2K$492.9K0.0%−$350.2KCut−$810.3K
MARA Holdings, Inc.MARA21.5K$486.3K0.0%−$18.7KAdded$2.43K
SoFi Technologies, Inc.SOFI66.6K$486.2K0.0%−$109.8KAdded$73.7K
Equinox Gold Corp.EQX80K$481.6K0.0%$92.6KHeld
Vanguard Malvern Fds10K$478.9K0.0%New
Ispire Technology Inc.ISPR77.6K$475.5K0.0%New
Sea LtdSE8.81K$473.5K0.0%$116.4KCut$14.7K
Vanguard Index Fds981$471.6K0.0%$43.1KCut−$885.1K
On Semiconductor CorpON6.41K$471.2K0.0%−$30.7KAdded$214.1K
Esperion Therapeutics Inc Ne175K$469K0.0%−$46.5KAdded$20.5K
Futu Hldgs Ltd8.42K$456.1K0.0%−$3.33KAdded$77.6K
Acm Resh Inc15.6K$453.3K0.0%New
Sprott Fds Tr9.14K$450.5K0.0%$9.32KCut−$34K
Iamgold CorpIAG135.3K$450.4K0.0%$64.6KAdded$248.6K
Ishares Tr5K$448.4K0.0%New
C3.ai, Inc.AI16.4K$443.9K0.0%−$26.9KCut−$419.1K
TransMedics Group, Inc.TMDX6K$443.6K0.0%−$29.9KCut−$109.3K
Zto Express Cayman Inc21.2K$443.3K0.0%−$7.2KCut−$48K
Global X Fds9.55K$432.7K0.0%−$54KCut−$81.1K
Ishares Silver Tr18.9K$429.2K0.0%$18.3KCut−$1.16M
Iqvia Hldgs Inc1.67K$421.8K0.0%$35.9KHeld
Ishares Tr17K$421.8K0.0%New
Southern Copper Corp/SCCO3.94K$420.2K0.0%$51.6KAdded$203.2K
Ishares Tr10.2K$417.2K0.0%$8.84KCut−$174.2K
Citigroup Inc6.59K$416.5K0.0%$77.7KCut−$828.5K
Uniqure Nv80K$416K0.0%−$125.6KHeld
Spdr Series Trust8.24K$414.4K0.0%−$13.1KAdded$94.3K
Rlj Lodging Tr16.8K$412K0.0%New
Ishares Tr8K$410.2K0.0%New
Chubb Limited1.58K$409.4K0.0%$52.3KCut−$13.5M
Kohls CorpKSS13.9K$404.4K0.0%$5.33KAdded$79.2K
Blackstone Inc.BX3.07K$402.9K0.0%New
Nordstrom Inc19.9K$402.5K0.0%$36.1KCut−$188.4K
Vaneck Etf Trust12.7K$402K0.0%$7.76KCut−$1.54M
Viatris IncVTRS33.5K$400.1K0.0%$37.2KCut−$48.7K
Sprinklr, Inc.CXM31.9K$392K0.0%New
Irobot Corp44.7K$391.9K0.0%−$1.34MCut−$2.52M
Li Auto Inc12.9K$390.6K0.0%New
Halliburton CoHAL9.88K$389.5K0.0%$32.3KCut−$694.2K
NetApp, Inc.NTAP3.69K$387.7K0.0%New
Oracle Corp3.08K$387.3K0.0%$62.2KCut−$59.9K
L3harris Technologies Inc1.81K$386.8K0.0%New
Medtronic PlcMDT4.42K$385.3K0.0%$18.8KAdded$60.6K
Sprott Asset Management Lp45.6K$377.8K0.0%$9.57KCut−$24.1M
Echostar CorpECHO26.5K$377.6K0.0%New
Poseida Therapeutics Inc118.2K$376.9K0.0%−$20.1KHeld
Expedia Group, Inc.EXPE2.73K$376.1K0.0%New
Hasbro, Inc.HAS6.54K$369.8K0.0%$35.7KCut−$140.5K
Viking Therapeutics, Inc.VKTX4.44K$364.2K0.0%New
Ishares Tr2.2K$361.6K0.0%$37.9KCut−$2.9K
Marvell Technology, Inc.MRVL5.03K$356.5K0.0%New
New Gold Inc Cda209.6K$356.4K0.0%$50.3KCut$37.8K
HUYA Inc.HUYA78K$354.9K0.0%$47.2KAdded$160.9K
Ishares Tr14K$350.7K0.0%New
Ishares Tr3K$347.4K0.0%New
Sirius Xm Hldgs Inc89.4K$347K0.0%New
Polestar Automotive Hldg Uk225.2K$346.8K0.0%−$12.9KAdded$306.4K
Ishares Inc5K$335.6K0.0%$7.9KHeld
Comcast Corp New7.71K$334K0.0%New
Redfin Corp50K$332.5K0.0%New
Pepsico IncPEP1.9K$332.2K0.0%New
Anheuser Busch Inbev Sa/Nv5.42K$329.7K0.0%New
Paramount Group Inc70K$328.3K0.0%New
AbbVie Inc.ABBV1.73K$315.6K0.0%$42.5KAdded$72.7K
Under Armour Inc42.7K$315.5K0.0%−$36.1KAdded$90.1K
Opendoor Technologies Inc104.1K$315.3K0.0%−$134.4KAdded−$99.8K
Lauder Estee Cos Inc2.04K$314.3K0.0%$13.8KAdded$58.5K
Ishares Tr7.88K$312.9K0.0%−$7.95KCut−$40K
RHRH893$311K0.0%$50.7KCut$2.32K
Eos Energy Enterprises Inc300K$309K0.0%New
Alcon IncALC3.69K$307.5K0.0%$18.5KAdded$29.5K
Devon Energy Corp New6.13K$307.5K0.0%New
Arch Resources Inc1.91K$306.3K0.0%New
Upstart Hldgs Inc11.4K$306K0.0%−$159KCut−$199.9K
Altimmune, Inc.ALT30K$305.4K0.0%New
Krispy Kreme, Inc.DNUT20K$304.7K0.0%New
Pulte Group Inc2.5K$301.6K0.0%New
Spdr Series Trust5K$301.4K0.0%$2.25KHeld
Gilead Sciences, Inc.GILD4.1K$300.1K0.0%−$31.8KCut−$25.8M
Lyft, Inc.LYFT15.4K$298.5K0.0%$67.3KCut−$201.8K
Tilray Brands, Inc.TLRY119.4K$295K0.0%$11.3KAdded$142.2K
Coca Cola CoKO4.75K$290.6K0.0%$10.7KCut−$445.3K
Xerox Holdings Corp16.1K$288.7K0.0%−$6.38KAdded$16.9K
PBF Energy Inc.PBF5K$287.8K0.0%New
Victorias Secret And Co14.5K$281.6K0.0%New
Electronic Arts Inc.EA2.12K$281.3K0.0%New
Baozun Inc.BZUN120.6K$277.3K0.0%−$52.8KAdded−$51.8K
Boston Scientific CorpBSX4K$274.1K0.0%$42.7KCut$32.9K
Foot Locker Inc9.57K$272.9K0.0%New
Biogen Inc.BIIB1.25K$270.4K0.0%−$54.1KCut−$101.2K
NexGen Energy Ltd.NXE34.7K$269.4K0.0%$11.7KAdded$163.2K
Juniper Networks Inc7.2K$266.9K0.0%New
lululemon athletica inc.LULU677$264.5K0.0%−$81.7KCut−$22.7M
Corsair Gaming, Inc.CRSR21.3K$263K0.0%New
Stryker CorpSYK733$262.3K0.0%$42.8KCut$12K
Sprott Asset Management Lp15.2K$262.1K0.0%New
Rambus Inc Del4.16K$256.9K0.0%−$26.8KCut−$394.1K
Exelixis, Inc.EXEL10.8K$255.5K0.0%−$2.78KAdded−$951
Arcus Biosciences, Inc.RCUS13.5K$254.9K0.0%New
Vertex Pharmaceuticals Inc609$254.6K0.0%$6.7KAdded$9.21K
Under Armour Inc35.3K$252.3K0.0%−$42.3KAdded−$39.4K
Chemours CoCC9.5K$249.5K0.0%New
Walgreens Boots Alliance Inc11.5K$249.3K0.0%−$50.8KCut−$112.1K
Qualys, Inc.QLYS1.49K$248.6K0.0%New
Trade Desk, Inc.TTD2.84K$248.5K0.0%New
Denison Mines Corp.DNN127.1K$247.8K0.0%$4.5KAdded$203.6K
Ishares Tr17.7K$247.8K0.0%−$28.2KCut−$60.9K
Bigbear Ai Hldgs Inc120.1K$246.2K0.0%−$10.8KCut−$706.1K
Tortoise Energy Infra Corp7.9K$244.2K0.0%New
Cheniere Energy, Inc.LNG1.51K$243.7K0.0%New
Deere & CoDE593$243.6K0.0%New
S&P Global Inc.SPGI565$240.4K0.0%−$8.52KHeld
Coca Cola Cons Inc282$238.7K0.0%New
Incyte CorpINCY4.14K$235.9K0.0%−$24.1KCut−$170.5K
Bluelinx Hldgs Inc1.8K$234.4K0.0%New
Coinbase Global, Inc.COIN884$234.4K0.0%$80.4KCut−$9.95K
Kraft Heinz CoKHC6.28K$231.5K0.0%−$501Cut−$63.9K
C. H. Robinson Worldwide, Inc.CHRW3.02K$229.9K0.0%−$28.5KAdded−$10K
First Solar, Inc.FSLR1.35K$228.7K0.0%−$4.72KCut−$11.1M
Hello Group Inc.MOMO230K$226.2K0.0%New
Nabors Industries LtdNBR2.62K$225.5K0.0%New
Check Point Software Tech Lt1.33K$218.3K0.0%New
Trip Com Group Ltd4.96K$217.7K0.0%New
Wisdomtree Tr2K$217K0.0%New
Nextera Energy Inc3.36K$215K0.0%New
Altria Group, Inc.MO4.92K$214.7K0.0%$16.1KCut−$39.6M
Daqo New Energy Corp.DQ7.61K$214.3K0.0%$11.8KCut−$44.1K
Terran Orbital Corporation162.8K$213.3K0.0%$27.7KHeld
Bluebird Bio Inc166.3K$212.9K0.0%−$16.6KCut−$66.7K
Ishares Inc2.98K$212.4K0.0%$21.5KCut−$42.7K
Jazz Pharmaceuticals PlcJAZZ1.75K$211.3K0.0%−$4.53KCut−$95.4K
Coty Inc.COTY17.6K$210.4K0.0%New
New York Times CoNYT4.82K$208.4K0.0%New
Dominos Pizza IncDPZ413$205.2K0.0%New
Civitas Resources Inc2.7K$205K0.0%$20.3KCut−$581.4K
Akamai Technologies IncAKAM1.88K$204.6K0.0%New
Trinet Group, Inc.TNET1.53K$203.2K0.0%New
ImmunityBio, Inc.IBRX37.8K$203K0.0%New
Ishares Tr386$202.9K0.0%$18.6KCut−$29.7K
Meritage Homes CorpMTH1.16K$202.7K0.0%New
Silvercrest Metals Inc30K$199.8K0.0%$2.94KHeld
Harmony Gold Mining Co Ltd24.3K$198.8K0.0%New
Gold Royalty Corp105K$197.5K0.0%New
Hewlett Packard Enterprise C10.9K$193K0.0%New
Mag Silver Corp17.9K$189.4K0.0%$2.5KAdded$33.2K
Infosys LtdINFY10K$179.4K0.0%New
Sibanye Stillwater Ltd37.8K$178.2K0.0%−$27.2KCut−$43.3K
Integral Ad Science Hldng Co17K$169.5K0.0%New
Teucrium Commodity Tr30.4K$164.3K0.0%−$14.8KAdded$6.88K
Silvercorp Metals IncSVM49.4K$161K0.0%$13.9KAdded$103.2K
Canoo Inc44.6K$159.3K0.0%New
Qiwi Plc27.9K$158.1K0.0%$0Held
Ssr Mining In35K$156.1K0.0%−$219.7KHeld
Seacor Marine Hldgs Inc10.9K$152.6K0.0%New
Onconova Therapeutics Inc148K$149.5K0.0%$39.1KHeld
Ginkgo Bioworks Holdings Inc128.3K$148.9K0.0%New
5e Advanced Materials Inc110.1K$147.6K0.0%−$7.71KHeld
Canada Goose Hldgs Inc12K$145.3K0.0%$2.53KCut−$62.1K
Cellebrite DI Ltd.CLBT13K$144K0.0%New
Energy Fuels IncUUUU22.4K$140.7K0.0%−$10.9KAdded$53.6K
Sunnova Energy Intl Inc.22.9K$140.4K0.0%New
First Majestic Silver CorpAG22.3K$131K0.0%−$6.02KCut−$30.8M
Novavax IncNVAX27.3K$130.5K0.0%−$423Added$29.2K
Suncar Technology Group Inc16.5K$123.9K0.0%New
Canopy Growth CorpCGC14.2K$122.3K0.0%New
Rumble Inc15K$121.2K0.0%$53.9KCut−$373.6K
Hudbay Minerals Inc.HBM16.2K$113.4K0.0%New
Quantumscape CorpQS18K$113.2K0.0%−$11KAdded−$3.12K
Crescent Pt Energy Corp13.8K$112.8K0.0%$12.6KAdded$43.3K
Saba Capital Income & Opportun27K$103.2K0.0%$810Cut−$83.3K
Hecla Mng Co21K$101K0.0%$0Added$25K
Highland Opps & Income Fd13.8K$97K0.0%New
Gan Ltd74.6K$94.8K0.0%−$15.5KAdded$15.6K
Uranium Rty Corp39.6K$94.6K0.0%New
Sunpower Corp30.7K$92.2K0.0%−$31.1KAdded$10.2K
Prospect Cap Corp16.1K$88.9K0.0%New
Lendingclub CorpHAPN10K$87.9K0.0%$500Held
Us Goldmining Inc64.1K$85.9K0.0%−$48.7KCut−$58.9K
Exscientia Plc Funsponsored Adr 1 Adr Reps 1 Ord Shs14.4K$82.4K0.0%New
Vimeo Inc20K$81.8K0.0%New
enCore Energy Corp.EU18.5K$81K0.0%New
Innoviz Technologies Ltd.INVZ60K$81K0.0%−$35.4KAdded$5.1K
Autolus Therapeutics PlcAUTL12.5K$79.8K0.0%New
Gds Hldgs Ltd11.9K$79.3K0.0%−$29.5KCut−$48.3K
IO Biotech, Inc.IOBTQ45K$78.8K0.0%New
B2gold CorpBTG30K$78.3K0.0%New
Peloton Interactive, Inc.PTON17.8K$76.3K0.0%−$32.1KCut−$43.6K
Ngl Energy Partners Lp12K$69.1K0.0%New
Bragg Gaming Group Inc.BRAG11.1K$68.5K0.0%$12.4KCut−$2.17K
Phoenix New Media LtdFENG35K$67.9K0.0%$20.3KCut$19.2K
Workhorse Group Inc.WKHS273.7K$64.2K0.0%−$34.3KCut−$35.3K
Captivision Inc.CPTAF527.2K$64.1K0.0%New
Baytex Energy Corp.BTE17.4K$63.2K0.0%New
Blink Charging Co.BLNK20K$60.3K0.0%−$7.61KCut−$11.3K
Pds Biotechnology CorpPDSB14K$55.4K0.0%−$14.1KHeld
Virgin Galactic Hldgs Inclass A36.5K$54K0.0%−$35.4KCut−$39.4K
Aslan Pharmaceuticals Ltd83.4K$51.3K0.0%New
Ecd Automotive Design Inc52.6K$49.4K0.0%−$15.3KCut−$16.5K
Mountain & Co I Acquisitn Co667.5K$46.8K0.0%$26KHeld
Zenvia Inc16.2K$43.2K0.0%$24KCut$10.7K
cbdMD, Inc.YCBD40.7K$33.7K0.0%$1.44KAdded$25.9K
Fiscalnote Holdings Inc24K$31.9K0.0%New
Ess Tech Inc41K$29.7K0.0%−$17.1KHeld
Warrantee Inc57K$27.9K0.0%$9.13KHeld
Ww International, Inc.WW14.9K$27.5K0.0%New
Gevo, Inc.GEVO34K$26.1K0.0%−$13.3KHeld
ClimateRockCLRCF250.5K$20.7K0.0%New
Yield10 Bioscience Inc51.2K$19.5K0.0%New
iPower Inc.IPW35K$18.6K0.0%$2.81KHeld
Aclaris Therapeutics, Inc.ACRS14.4K$17.9K0.0%$2.74KHeld
Palisade Bio, Inc.PALI35.8K$14.3K0.0%−$68.3KHeld
Origin Materials Inc20K$10.2K0.0%−$6.52KCut−$6.54K
Meihua Intl Med Technologies11.7K$8.94K0.0%New
Cue Health Inc26.5K$5K0.0%$691Held
Zapp Elec Vehs Group Ltd14.6K$3.65K0.0%−$218Held
Cartesian Growth Corp II32.2K$3.54K0.0%New
Bakkt Holdings Inc26.6K$3.52K0.0%New
Cheche Group Inc46.6K$2.79K0.0%New
Golden Star Acquisition Corp10.2K$2.52K0.0%New
Presto Automation Inc12.5K$2.17K0.0%−$3.58KAdded−$3.14K
Amplitech Group Inc10K$1.53K0.0%New
Moneyhero Limited11.3K$1.25K0.0%$451Held
Petvivo Hldgs Inc10K$1K0.0%−$400Added−$400
Redwoods Acquisition Corp12.2K$9590.0%New
Global Blockchain Acqui Corp12.3K$8600.0%New
Origin Materials Inc30K$5850.0%−$549Held
Pasithea Therapeutics Corp25K$3080.0%−$142Held
GeoVax Labs, Inc.GOVX10K$2660.0%−$34Held
Relativity -Cw27 Equity64K$00.0%$0Held

Positions as of Q1 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.