- Filed
- 2025-11-03
- Portfolio value
- $68,138,076
- Positions
- 4
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
MOH
history
|
NEW |
35.11% |
125,000 |
$23,920,000
|
|
LULU
history
|
+100% |
26.11% |
100,000 |
$17,793,000
|
|
SLM
history
|
NEW |
19.5% |
480,054 |
$13,287,895
|
|
116794207
history
|
NEW |
19.28% |
48,334 |
$13,137,181
|
|
EL
history
|
SOLD |
— |
— |
—
|
|
BRKR
history
|
SOLD |
— |
— |
—
|
|
REGN
history
|
SOLD |
— |
— |
—
|
|
MELI
history
|
SOLD |
— |
— |
—
|
|
UNH
history
|
SOLD |
— |
— |
—
|
