Holdings as of 06-30-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 350,000 | $109,189,500 | 91324P102 | COMMON STOCK | Call |
| REGN | REGENERON PHARMACEUTICALS | 200,000 | $105,000,000 | 75886F107 | COMMON STOCK | Call |
| LULU | LULULEMON ATHLETICA INC | 400,000 | $95,032,000 | 550021109 | COMMON STOCK | Call |
| META | META PLATFORMS INC-CLASS A | 100,000 | $73,809,000 | 30303M102 | COMMON STOCK | Call |
| EL | ESTEE LAUDER COMPANIES INC | 500,000 | $40,400,000 | 518439104 | COMMON STOCK | Call |
| JD | JD.COM INC | 1,000,000 | $32,640,000 | 47215P106 | COMMON STOCK | Call |
| BABA | ALIBABA GROUP HOLDING LTD | 250,000 | $28,352,500 | 01609W102 | COMMON STOCK | Call |
| ASML | ASML HOLDING N V | 25,000 | $20,034,750 | N07059210 | COMMON STOCK | Call |
| VFC | VF CORP | 1,500,000 | $17,625,000 | 918204108 | COMMON STOCK | Call |
| EL | ESTEE LAUDER COMPANIES INC | 150,000 | $12,120,000 | 518439104 | COMMON STOCK | |
| LULU | LULULEMON ATHLETICA INC | 50,000 | $11,879,000 | 550021109 | COMMON STOCK | |
| BRKR | BRUKER CORP | 250,000 | $10,300,000 | 116794108 | COMMON STOCK | |
| REGN | REGENERON PHARMACEUTICALS | 15,000 | $7,875,000 | 75886F107 | COMMON STOCK | |
| MELI | MERCADOLIBRE INC | 3,000 | $7,840,890 | 58733R102 | COMMON STOCK | |
| UNH | UNITEDHEALTH GROUP INC | 20,000 | $6,239,400 | 91324P102 | COMMON STOCK |