SI
Super Investor
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Gavin Baker – Atreides Management, LP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
54
Portfolio value:
$5,002,199,000
Filed:
May 18, 2026
Style:
Concentrated TMT Growth
HistStockActivityShare change% change to portfolio
Q1 2026filed May 18, 2616 new19 added16 reduced18 exited
≡QQQPUT – INVESCO QQQ TRReduce 60.00%−2,100,000−10.12
≡NVDACALL – NVIDIA CORPORATIONSell−3,500,000−7.98
≡P – PURE STORAGE INCSell−4,177,675−3.42
≡MUPUT – MICRON TECHNOLOGY INCSell−700,000−2.44
≡LITE – LUMENTUM HLDGS INCReduce 30.00%−115,4162.03
≡COHRCALL – COHERENT CORPSell−900,000−2.03
≡GTLB – GITLAB INCSell−3,177,083−1.46
≡UCALL – UNITY SOFTWARE INCReduce 59.00%−2,200,000−1.34
≡PCALL – PURE STORAGE INCSell−1,500,000−1.23
≡CIEN – CIENA CORPReduce 53.00%−751,4231.17
≡MSFT – MICROSOFT CORPSell−181,468−1.07
≡TTAN – SERVICETITAN INCSell−792,433−1.03
≡SNOW – SNOWFLAKE INCReduce 70.00%−333,936−0.85
≡PM – PHILIP MORRIS INTL INCSell−405,759−0.80
≡TEAM – ATLASSIAN CORPORATIONSell−398,230−0.79
≡NU HLDGS LTDSell−3,272,998−0.67
≡DKS – DICKS SPORTING GOODS INCReduce 8.00%−38,2970.61
≡AZO – AUTOZONE INCSell−11,620−0.48
≡GTLBCALL – GITLAB INCSell−1,000,000−0.46
≡SE – SEA LTDSell−275,439−0.43
≡WIX – WIX COM LTDReduce 48.00%−597,043−0.41
≡ACVA – ACV AUCTIONS INCReduce 22.00%−2,677,333−0.39
≡AMSC – AMERICAN SUPERCONDUCTOR CORPSell−1,044,193−0.37
≡COMP – COMPASS INCReduce 36.00%−3,161,436−0.31
≡GNRC – GENERAC HLDGS INCSell−182,765−0.30
≡WING – WINGSTOP INCReduce 31.00%−119,702−0.30
≡RBRK – RUBRIK INC.Reduce 37.00%−328,575−0.28
≡COHR – COHERENT CORPReduce 49.00%−604,0870.22
≡SMTC – SEMTECH CORPReduce 22.00%−149,7790.21
≡FERG – FERGUSON ENTERPRISES INCReduce 18.00%−31,5620.20
≡AFRM – AFFIRM HLDGS INCReduce 14.00%−190,230−0.17
≡PFGC – PERFORMANCE FOOD GROUP COSell−125,901−0.14
≡MELI – MERCADOLIBRE INCSell−4,501−0.11
≡NVDA – NVIDIA CORPORATIONReduce 35.00%−676,639−0.03
Q4 2025filed Feb 17, 2615 new17 added9 reduced17 exited
≡GTLB – GITLAB INCReduce 42.00%−2,293,222−3.35
≡DECK – DECKERS OUTDOOR CORPSell−1,250,516−2.47
≡HUBS – HUBSPOT INCSell−243,434−2.22
≡INTU – INTUITSell−135,178
Q3 2025filed Nov 14, 2515 new11 added27 reduced5 exited
≡AMD – ADVANCED MICRO DEVICES INCReduce 80.00%−1,397,006−5.77
≡AFRM – AFFIRM HLDGS INCReduce 89.00%−1,769,977−3.50
≡DKS – DICKS SPORTING GOODS INCReduce 45.00%−391,751−2.71
≡LITE – LUMENTUM HLDGS INCReduce 63.00%−1,100,601
Q2 2025filed Aug 14, 2517 new12 added13 reduced13 exited
≡NVDACALL – NVIDIA CORPORATIONSell−2,300,000−7.57
≡SMHPUT – VANECK ETF TRUSTSell−1,000,000−6.42
≡ALAB – ASTERA LABS INCReduce 79.00%−3,697,481−6.03
≡
Q1 2025filed May 15, 2513 new12 added13 reduced14 exited
≡QQQPUT – INVESCO QQQ TRSell−2,700,000−30.22
≡ASML HOLDING N VReduce 93.00%−273,979−4.06
≡ADBE – ADOBE INCSell−311,053−3.03
≡AVGO – BROADCOM INCSell
Q4 2024filed Feb 14, 2517 new5 added18 reduced15 exited
≡ALAB – ASTERA LABS INCReduce 74.00%−5,331,840−4.24
≡SPYPUT – SPDR S&P 500 ETF TRSell−250,000−3.65
≡AMD – ADVANCED MICRO DEVICES INCReduce 7.00%−141,910−3.54
≡CIEN – CIENA CORP
Q3 2024filed Nov 14, 2414 new14 added12 reduced11 exited
≡MRVL – MARVELL TECHNOLOGY INCSell−2,531,792−5.78
≡HPE – HEWLETT PACKARD ENTERPRISE CSell−5,979,283−4.13
≡BBWI – BATH & BODY WORKS INCReduce 72.00%−2,395,454−3.49
≡P – PURE STORAGE INCSell−1,547,138
Q2 2024filed Aug 14, 2414 new8 added11 reduced12 exited
≡QQQPUT – INVESCO QQQ TRSell−2,000,000−20.16
≡MRVLCALL – MARVELL TECHNOLOGY INCSell−1,500,000−2.41
≡MDB – MONGODB INCSell−294,577−2.40
≡
Q1 2024filed May 15, 2418 new6 added8 reduced16 exited
≡RH – RHReduce 77.00%−804,261−8.11
≡SE – SEA LTDReduce 35.00%−2,631,860−4.05
≡TSLA – TESLA INCReduce 73.00%−406,108−3.95
≡P – PURE STORAGE INCReduce 51.00%−2,790,864−3.24
Q4 2023filed Feb 14, 2418 new6 added7 reduced11 exited
≡PYPL – PAYPAL HLDGS INCSell−4,174,520−7.98
≡GOOGL – ALPHABET INCSell−1,240,957−5.31
≡MSFT – MICROSOFT CORPReduce 78.00%−503,513−4.90
≡AMD – ADVANCED MICRO DEVICES INCReduce 59.00%−2,009,138
Q3 2023filed Nov 14, 2311 new5 added8 reduced15 exited
≡QQQPUT – INVESCO QQQ TRSell−1,500,000−14.24
≡AMZN – AMAZON COM INCSell−1,043,541−3.49
≡DKS – DICKS SPORTING GOODS INCSell−909,685−3.09
≡DECK – DECKERS OUTDOOR CORP
Q2 2023filed Aug 14, 239 new9 added10 reduced10 exited
≡AMDPUT – ADVANCED MICRO DEVICES INCSell−3,150,000−9.45
≡AMD – ADVANCED MICRO DEVICES INCReduce 69.00%−2,670,588−8.11
≡MRVL – MARVELL TECHNOLOGY INCReduce 69.00%−3,552,474−4.37
≡DKS – DICKS SPORTING GOODS INC
−1.80
≡MRVLCALL – MARVELL TECHNOLOGY INCSell−1,000,000−1.64
≡RBLX – ROBLOX CORPReduce 47.00%−347,436−1.60
≡INTC – INTEL CORPReduce 81.00%−2,127,107−1.49
≡ELF – E L F BEAUTY INCSell−538,348−1.39
≡AMD – ADVANCED MICRO DEVICES INCSell−339,358−1.07
≡META – META PLATFORMS INCSell−66,093−0.95
≡TSLA – TESLA INCReduce 10.00%−20,527−0.77
≡VRNS – VARONIS SYS INCSell−658,415−0.74
≡GOOGL – ALPHABET INCReduce 7.00%−35,921−0.64
≡TWLO – TWILIO INCReduce 26.00%−248,817−0.64
≡IOT – SAMSARA INCSell−711,215−0.52
≡FERG – FERGUSON ENTERPRISES INCReduce 20.00%−44,707−0.49
≡SNPS – SYNOPSYS INCSell−38,876−0.37
≡LITE – LUMENTUM HLDGS INCReduce 42.00%−274,155−0.36
≡FIVN – FIVE9 INCSell−735,151−0.35
≡BLDR – BUILDERS FIRSTSOURCE INCSell−137,154−0.32
≡APP – APPLOVIN CORPSell−17,378−0.24
≡JOBY – JOBY AVIATION INCSell−769,407−0.24
≡Z – ZILLOW GROUP INCSell−118,098−0.18
≡MELI – MERCADOLIBRE INCReduce 24.00%−1,395−0.16
≡GEMI – GEMINI SPACE STA INCSell−70,000−0.03
≡SONDQ – SONDER HOLDINGS INCSell−960,533−0.02
−2.55
≡ALAB – ASTERA LABS INCReduce 94.00%−892,733−2.16
≡CONFLUENT INCSell−3,012,215−2.08
≡GOOGL – ALPHABET INCReduce 42.00%−400,599−2.04
≡META – META PLATFORMS INCReduce 54.00%−78,240−2.01
≡FSLR – FIRST SOLAR INCSell−393,464−1.81
≡AMZN – AMAZON COM INCReduce 8.00%−59,579−1.56
≡Z – ZILLOW GROUP INCReduce 86.00%−737,910−1.49
≡SNOW – SNOWFLAKE INCReduce 11.00%−56,224−1.20
≡RBLX – ROBLOX CORPReduce 30.00%−313,535−1.08
≡TSLA – TESLA INCReduce 36.00%−115,335−1.05
≡MELI – MERCADOLIBRE INCReduce 67.00%−12,027−1.03
≡S – SENTINELONE INCSell−1,902,821−0.97
≡NVDA – NVIDIA CORPORATIONReduce 17.00%−115,090−0.94
≡FERG – FERGUSON ENTERPRISES INCReduce 25.00%−75,332−0.83
≡BLDR – BUILDERS FIRSTSOURCE INCReduce 57.00%−184,997−0.72
≡AXON – AXON ENTERPRISE INCReduce 30.00%−15,793−0.69
≡RL – RALPH LAUREN CORPReduce 30.00%−54,176−0.60
≡SE – SEA LTDReduce 21.00%−70,910−0.57
≡CRWV – COREWEAVE INCReduce 59.00%−91,659−0.53
≡MA – MASTERCARD INCORPORATEDReduce 30.00%−19,518−0.51
≡FIVN – FIVE9 INCReduce 23.00%−220,462−0.36
≡RKT – ROCKET COS INCReduce 42.00%−731,433−0.30
≡NU HLDGS LTDReduce 9.00%−234,795−0.26
≡AMSC – AMERICAN SUPERCONDUCTOR CORPReduce 30.00%−332,963−0.23
≡ROG – ROGERS CORPReduce 10.00%−19,278−0.09
≡JOBY – JOBY AVIATION INCReduce 23.00%−230,593−0.05
≡VOYG – VOYAGER TECHNOLOGIES INCSell−10,000−0.01
≡CHYM – CHIME FINL INCSell−10,000−0.01
MSFT – MICROSOFT CORP
Sell
−420,136
−4.79
≡RH – RHSell−473,321−3.37
≡AMDCALL – ADVANCED MICRO DEVICES INCSell−800,000−2.50
≡ULTA – ULTA BEAUTY INCSell−217,541−2.42
≡MU – MICRON TECHNOLOGY INCReduce 92.00%−819,364−2.11
≡SNPS – SYNOPSYS INCSell−152,488−1.99
≡U – UNITY SOFTWARE INCReduce 35.00%−3,259,800−1.46
≡CRWV – COREWEAVE INCReduce 92.00%−1,720,437−1.41
≡ESTC 10/18/19 P60 – ELASTIC N VSell−493,598−1.34
≡META – META PLATFORMS INCReduce 40.00%−95,456−1.24
≡DECK – DECKERS OUTDOOR CORPReduce 21.00%−226,573−1.22
≡LITE – LUMENTUM HLDGS INCReduce 6.00%−117,6961.09
≡MDB – MONGODB INCSell−184,907−0.98
≡NORWEGIAN CRUISE LINE HLDG LSell−1,623,483−0.93
≡S – SENTINELONE INCReduce 43.00%−1,454,996−0.89
≡SNOW – SNOWFLAKE INCReduce 14.00%−82,9460.56
≡NVDA – NVIDIA CORPORATIONReduce 36.00%−395,815−0.55
≡RBLX – ROBLOX CORPReduce 48.00%−971,030−0.51
≡RDDT – REDDIT INCSell−146,363−0.47
≡ASML HOLDING N VSell−19,657−0.40
≡AMD – ADVANCED MICRO DEVICES INCReduce 17.00%−366,5990.28
≡BBWI – BATH & BODY WORKS INCSell−298,000−0.27
≡AXON – AXON ENTERPRISE INCReduce 17.00%−10,6470.20
−452,645
−2.30
≡SBUX – STARBUCKS CORPSell−976,908−1.95
≡XYZ – BLOCK INCSell−728,208−1.36
≡CHTR – CHARTER COMMUNICATIONS INC NSell−177,228−1.33
≡TSLA – TESLA INCReduce 37.00%−113,153−1.19
≡GOOGL – ALPHABET INCReduce 57.00%−254,544−0.95
≡NKE – NIKE INCSell−537,462−0.89
≡NU HLDGS LTDSell−3,810,102−0.86
≡MDB – MONGODB INCReduce 47.00%−166,952−0.81
≡ULTA – ULTA BEAUTY INCReduce 34.00%−112,530−0.72
≡LSCC – LATTICE SEMICONDUCTOR CORPSell−560,997−0.70
≡NTNX – NUTANIX INCSell−506,147−0.68
≡NEXTRACKER INCSell−633,674−0.51
≡ACVA – ACV AUCTIONS INCReduce 6.00%−291,803−0.35
≡GLOBALFOUNDRIES INCSell−365,101−0.34
≡MA – MASTERCARD INCORPORATEDReduce 8.00%−5,7030.27
≡W – WAYFAIR INCReduce 26.00%−224,536−0.22
≡FERG – FERGUSON ENTERPRISES INCReduce 7.00%−21,4970.22
≡ESTC 10/18/19 P60 – ELASTIC N VReduce 10.00%−55,9300.14
≡SNOW – SNOWFLAKE INCReduce 20.00%−148,0520.14
≡LRCX – LAM RESEARCH CORPSell−89,680−0.14
≡CIEN – CIENA CORPSell−74,952−0.14
≡BBWI – BATH & BODY WORKS INCReduce 14.00%−50,446−0.02
≡GTLB – GITLAB INCReduce 14.00%−68,350−0.01
Reduce 97.00%
−2,144,259
−3.34
≡SE – SEA LTDSell−1,074,456−2.58
≡AAPL – APPLE INCSell−424,965−2.52
≡RHCALL – RHSell−250,000−2.13
≡ESTC 10/18/19 P60 – ELASTIC N VReduce 67.00%−1,138,263−2.11
≡AMDCALL – ADVANCED MICRO DEVICES INCSell−500,000−2.09
≡FIVE – FIVE BELOW INCSell−777,011−1.75
≡MELI – MERCADOLIBRE INCSell−28,662−1.50
≡ALABCALL – ASTERA LABS INCSell−1,000,000−1.33
≡DGCALL – DOLLAR GEN CORP NEWSell−600,000−1.29
≡AMZN – AMAZON COM INCReduce 27.00%−250,370−1.15
≡W – WAYFAIR INCReduce 37.00%−516,931−1.14
≡AMT – AMERICAN TOWER CORP NEWSell−186,136−1.10
≡SLBCALL – SCHLUMBERGER LTDSell−1,000,000−1.07
≡TSLA – TESLA INCReduce 46.00%−260,380−1.06
≡RL – RALPH LAUREN CORPReduce 55.00%−208,698−1.01
≡SHW – SHERWIN WILLIAMS COSell−94,634−0.92
≡S – SENTINELONE INCReduce 13.00%−501,073−0.71
≡GRAB – GRAB HOLDINGS LIMITEDSell−6,677,707−0.65
≡NVDACALL – NVIDIA CORPORATIONSell−200,000−0.62
≡RH – RHReduce 20.00%−71,257−0.58
≡MU – MICRON TECHNOLOGY INCReduce 38.00%−145,961−0.58
≡RDDT – REDDIT INCSell−342,530−0.57
≡ACVA – ACV AUCTIONS INCReduce 12.00%−661,563−0.57
≡BBWI – BATH & BODY WORKS INCReduce 63.00%−595,480−0.47
≡CONFLUENT INCReduce 43.00%−1,156,659−0.46
≡AFRM – AFFIRM HLDGS INCReduce 71.00%−355,652−0.33
≡DECK – DECKERS OUTDOOR CORPReduce 18.00%−108,810−0.25
≡RBLX – ROBLOX CORPReduce 31.00%−279,519−0.23
≡MA – MASTERCARD INCORPORATEDReduce 12.00%−9,372−0.19
−3.24
≡GOOGL – ALPHABET INCReduce 59.00%−317,918−2.27
≡CIEN – CIENA CORPReduce 38.00%−1,373,107−2.17
≡MU – MICRON TECHNOLOGY INCReduce 47.00%−340,350−2.10
≡DDOG – DATADOG INCSell−458,684−1.94
≡XYZ – BLOCK INCSell−842,008−1.77
≡ACVA – ACV AUCTIONS INCReduce 27.00%−2,148,185−1.73
≡IOT – SAMSARA INCSell−1,473,747−1.62
≡SE – SEA LTDReduce 38.00%−664,763−1.48
≡META – META PLATFORMS INCSell−83,611−1.38
≡SHW – SHERWIN WILLIAMS COReduce 58.00%−128,317−1.25
≡TSLA – TESLA INCReduce 19.00%−133,630−0.75
≡KVYO – KLAVIYO INCSell−901,811−0.73
≡MA – MASTERCARD INCORPORATEDReduce 33.00%−39,437−0.72
≡SBUX – STARBUCKS CORPSell−280,473−0.71
≡W – WAYFAIR INCReduce 10.00%−156,849−0.68
≡GRAB – GRAB HOLDINGS LIMITEDReduce 33.00%−3,335,057−0.51
≡AMKR – AMKOR TECHNOLOGY INCSell−212,388−0.28
≡DKNG – DRAFTKINGS INC NEWSell−216,141−0.27
≡RBLX – ROBLOX CORPReduce 13.00%−134,055−0.24
SE – SEA LTD
Reduce 65.00%
−3,164,393
−1.92
≡MSFT – MICROSOFT CORPSell−180,225−1.72
≡MA – MASTERCARD INCORPORATEDReduce 57.00%−161,903−1.35
≡RHCALL – RHSell−165,900−1.31
≡VEEV – VEEVA SYS INCSell−227,881−1.20
≡STZ – CONSTELLATION BRANDS INCSell−167,641−1.03
≡MU – MICRON TECHNOLOGY INCReduce 53.00%−811,926−1.00
≡MRVL – MARVELL TECHNOLOGY INCReduce 40.00%−1,673,790−0.99
≡ON HLDG AGSell−1,191,261−0.96
≡XYZ – BLOCK INCReduce 41.00%−579,790−0.96
≡WSC – WILLSCOT MOBIL MINI HLDNG COSell−883,419−0.93
≡CCI – CROWN CASTLE INCSell−281,168−0.68
≡FWONK – LIBERTY MEDIA CORP DELSell−431,747−0.64
≡SECALL – SEA LTDSell−350,000−0.43
≡KVYO – KLAVIYO INCReduce 48.00%−846,504−0.28
≡RL – RALPH LAUREN CORPReduce 33.00%−147,448−0.20
≡RDDT – REDDIT INCReduce 29.00%−113,5350.15
≡GOOGL – ALPHABET INCReduce 40.00%−357,7750.13
≡P – PURE STORAGE INCReduce 43.00%−1,156,1980.05
≡ACVA – ACV AUCTIONS INCReduce 29.00%−3,208,653−0.04
≡ORCL – ORACLE CORPSell−872,383−3.02
≡AMD – ADVANCED MICRO DEVICES INCReduce 28.00%−396,468−2.68
≡XYZCALL – BLOCK INCSell−1,000,000−2.54
≡AMDCALL – ADVANCED MICRO DEVICES INCSell−500,000−2.42
≡BILL – BILL HOLDINGS INCSell−898,479−2.41
≡SONY – SONY GROUP CORPSell−741,475−2.31
≡LOW – LOWES COS INCSell−306,127−2.24
≡JNP – JUNIPER NETWORKS INCSell−2,308,899−2.24
≡TOST – TOAST INCSell−3,336,752−2.00
≡FTNT – FORTINET INCSell−954,939−1.84
≡PCALL – PURE STORAGE INCSell−1,500,000−1.76
≡NU HLDGS LTDSell−5,661,100−1.55
≡FWONK – LIBERTY MEDIA CORP DELReduce 54.00%−499,138−1.29
≡HASHICORP INCSell−1,489,724−1.16
≡RBLX – ROBLOX CORPSell−766,873−1.15
≡TTWO – TAKE-TWO INTERACTIVE SOFTWARSell−210,280−1.11
≡ULTA – ULTA BEAUTY INCSell−66,027−1.06
≡VEEV – VEEVA SYS INCReduce 36.00%−128,611−1.06
≡COHR – COHERENT CORPSell−561,056−0.80
≡RHCALL – RHReduce 17.00%−34,100−0.60
−4.66
≡NVDACALL – NVIDIA CORPORATIONSell−270,000−3.84
≡META – META PLATFORMS INCSell−377,380−3.70
≡P – PURE STORAGE INCReduce 30.00%−2,299,014−2.64
≡SECALL – SEA LTDSell−1,500,000−2.15
≡CRWD – CROWDSTRIKE HLDGS INCSell−307,827−1.68
≡MU – MICRON TECHNOLOGY INCSell−705,463−1.57
≡CONFLUENT INCReduce 33.00%−986,579−1.36
≡LVS – LAS VEGAS SANDS CORPSell−750,088−1.12
≡XYZ – BLOCK INCReduce 63.00%−1,403,448−1.12
≡W – WAYFAIR INCReduce 52.00%−503,613−0.98
≡BBWI – BATH & BODY WORKS INCReduce 32.00%−1,442,456−0.66
≡MGM – MGM RESORTS INTERNATIONALSell−414,688−0.50
≡HAS – HASBRO INCSell−116,319−0.25
≡AMPL – AMPLITUDE INCSell−93,209−0.04
Sell
−216,414
−2.93
≡MRVL – MARVELL TECHNOLOGY INCSell−1,608,797−2.47
≡CRWD – CROWDSTRIKE HLDGS INCReduce 72.00%−776,427−2.41
≡PINS – PINTEREST INCSell−3,366,448−2.36
≡PLNT – PLANET FITNESS INCSell−1,220,212−2.11
≡ESTC 10/18/19 P60 – ELASTIC N VSell−1,229,740−2.03
≡BILL – BILL HOLDINGS INCSell−583,905−1.75
≡MGM – MGM RESORTS INTERNATIONALReduce 77.00%−1,362,782−1.51
≡XYZ – BLOCK INCReduce 17.00%−453,340−1.36
≡HPE – HEWLETT PACKARD ENTERPRISE CSell−3,101,513−1.34
≡AMDCALL – ADVANCED MICRO DEVICES INCSell−400,000−1.17
≡LIBERTY MEDIA CORP DELSell−585,310−1.13
≡CONFLUENT INCReduce 25.00%−993,791−0.72
≡BC – BRUNSWICK CORPSell−239,761−0.53
≡BBWI – BATH & BODY WORKS INCReduce 21.00%−1,198,878−0.53
≡LVS – LAS VEGAS SANDS CORPReduce 29.00%−306,739−0.45
≡MU – MICRON TECHNOLOGY INCReduce 42.00%−517,704−0.41
≡SONDER HOLDINGS INCSell−20,252,480−0.28
≡TTWO – TAKE-TWO INTERACTIVE SOFTWARSell−62,025−0.23
≡AMPL – AMPLITUDE INCReduce 87.00%−634,271−0.17
Reduce 45.00%
−755,204
−4.15
≡DDOG – DATADOG INCSell−1,287,691−2.87
≡CZR – CAESARS ENTERTAINMENT INC NESell−1,665,096−2.49
≡MTN – VAIL RESORTS INCSell−326,300−2.34
≡XYZCALL – BLOCK INCSell−1,000,000−2.10
≡META – META PLATFORMS INCSell−285,474−1.85
≡TSLA – TESLA INCReduce 60.00%−275,297−1.68
≡DECK – DECKERS OUTDOOR CORPReduce 34.00%−112,599−1.60
≡GOOGLCALL – ALPHABET INCSell−500,000−1.59
≡MGM – MGM RESORTS INTERNATIONALReduce 30.00%−765,109−1.45
≡H – HYATT HOTELS CORPSell−382,367−1.31
≡LIBERTY MEDIA CORP DELReduce 38.00%−352,739−1.02
≡BILL – BILL HOLDINGS INCReduce 40.00%−395,569−0.68
≡MSFT – MICROSOFT CORPSell−75,423−0.67
≡WCALL – WAYFAIR INCSell−600,000−0.63
≡AMZN – AMAZON COM INCReduce 17.00%−213,754−0.48
≡TTWO – TAKE-TWO INTERACTIVE SOFTWARReduce 36.00%−34,226−0.12