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Institutional

Capital Markets Trading UK LLP

CIK 0001719165
$8.0M
Reported AUM
312
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Capital Markets Trading UK LLP · Q1 2026

AI · grounded in 13F

Capital Markets Trading UK LLP increased its position in NVIDIA CORPORATION by 713.69%. The fund also accumulated shares in TESLA INC, with two separate positions increasing by 237.88% and 227.12%. Conversely, the fund trimmed its holdings in ORACLE CORP, reducing two positions by 92.13% and 90.46%.

Portfolio · Q1 2026

ISHARES$473,330ISHARES$444,201MSFT$418,144MSFT$310,165MU$261,691NVDA$215,436TSLA$212,901INTC$206,246TSLA$202,232TSM$191,989NVDA$183,486AVGO$180,661Other$4.7MCL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1ISHARES INC$473K5.95%+970,800+33.7%
2ISHARES INC$444K5.59%+2,020,000+127.0%
3MSFTMICROSOFT CORP$418K5.26%+355,300+45.9%
4MSFTMICROSOFT CORP$310K3.90%-89,100-9.6%
5MUMICRON TECHNOLOGY INC$262K3.29%-94,900-10.9%
6NVDANVIDIA CORPORATION$215K2.71%+614,600+99.0%
7TSLATESLA INC$213K2.68%+403,200+237.9%
8INTCINTEL CORP$206K2.59%+161,100+3.6%
9TSLATESLA INC$202K2.54%+377,700+227.1%
10TSMTAIWAN SEMICONDUCTOR MANUFAC$192K2.41%-9,100-1.6%
11NVDANVIDIA CORPORATION$183K2.31%+922,800+713.7%
12AVGOBROADCOM INC$181K2.27%+177,000+43.5%
13VANECK ETF TRUST$164K2.06%+19,400+1.1%
14AMDADVANCED MICRO DEVICES INC$157K1.97%-107,100-12.2%
15AMDADVANCED MICRO DEVICES INC$127K1.60%+238,600+61.9%
16AMZNAMAZON COM INC$125K1.57%+99,100+19.8%
17AMZNAMAZON COM INC$122K1.53%+13,900+2.4%
18GOOGLALPHABET INC$110K1.38%+234,400+159.1%
19INTCINTEL CORP$109K1.37%-300,500-10.8%
20CATCATERPILLAR INC$105K1.32%+31,200+26.7%
21METAMETA PLATFORMS INC$94K1.18%+66,700+68.8%
22AVGOBROADCOM INC$92K1.16%+180,400+154.5%
23MUMICRON TECHNOLOGY INC$88K1.11%-97,500-27.2%
24TSMTAIWAN SEMICONDUCTOR MANUFAC$88K1.11%+54,100+26.2%
25CATCATERPILLAR INC$87K1.10%-21,800-15.0%
26PLTRPALANTIR TECHNOLOGIES INC$77K0.97%+366,800+227.8%
27GOOGLALPHABET INC$76K0.95%+4,300+1.7%
28METAMETA PLATFORMS INC$75K0.95%+42,100+47.1%
29GLDSPDR GOLD TR$74K0.93%+171,900NEW
30NIONIO INC$73K0.91%-1,361,300-10.2%
31BABOEING CO$64K0.80%-27,700-8.0%
32PLTRPALANTIR TECHNOLOGIES INC$63K0.80%+324,900+300.6%
33FCXFREEPORT MCMORAN INC$62K0.77%+188,300+21.9%
34GLDSPDR GOLD TR$60K0.76%+140,100NEW
35VANECK ETF TRUST$55K0.69%-38,000-6.0%
36PBRPETROLEO BRASILEIRO S A$54K0.67%+985,700+62.0%
37BABOEING CO$50K0.63%+54,200+27.4%
38KRANESHARES TRUST$50K0.63%+1,280,700+268.5%
39CVXCHEVRON CORPORATION$48K0.60%+122,800+112.2%
40ISHARES TR$47K0.60%+502,100+61.3%
41PBRPETROLEO BRASILEIRO S A$47K0.59%+610,800+37.0%
42MRVLMARVELL TECHNOLOGY INC$45K0.56%-125,700-21.7%
43SHOPIFY INC$43K0.54%-28,100-7.2%
44VALE S A$42K0.53%+498,700+23.2%
45PDDPDD HOLDINGS INC$42K0.52%-114,300-21.9%
46PDDPDD HOLDINGS INC$40K0.50%+92,500+30.8%
47XOMEXXON MOBIL CORP$40K0.50%+116,400+98.0%
48VALE S A$39K0.49%-2,038,600-45.5%
49SHOPIFY INC$38K0.48%-115,700-26.4%
50ABNBAIRBNB INC$38K0.48%-6,300-2.1%
51AAPLAPPLE INC$37K0.47%+110,600+309.8%
52ISHARES TR$35K0.44%+190,100+23.9%
53FCXFREEPORT MCMORAN INC$35K0.44%+253,700+75.2%
54LULULULULEMON ATHLETICA INC$35K0.43%+14,100+6.7%
55XOMEXXON MOBIL CORP$34K0.43%+136,000+208.0%
56QQQINVESCO QQQ TR$32K0.40%+55,000NEW
57KRANESHARES TRUST$31K0.39%+329,000+43.4%
58LLYELI LILLY & CO$30K0.37%+10,900+50.7%
59PFEPFIZER INC$30K0.37%+239,400+29.4%
60MRVLMARVELL TECHNOLOGY INC$29K0.37%-43,500-12.9%
61TGTTARGET CORP$29K0.36%-35,700-13.1%
62ABNBAIRBNB INC$29K0.36%+87,900+63.7%
63AAPLAPPLE INC$28K0.35%+93,400+533.7%
64GSGOLDMAN SACHS GROUP INC$28K0.35%+32,600NEW
65TGTTARGET CORP$28K0.35%-55,800-19.7%
66UNHUNITEDHEALTH GROUP INC$27K0.34%-15,300-13.2%
67NEMNEWMONT CORP$27K0.34%-32,600-11.5%
68UNITED AIRLS HLDGS INC$26K0.33%-73,900-20.7%
69LLYELI LILLY & CO$26K0.32%-15,100-35.0%
70CCLCARNIVAL CORP$25K0.31%-579,100-37.4%
71FORD MTR CO$25K0.31%-1,062,900-33.0%
72XYZBLOCK INC$24K0.30%+144,300+55.8%
73UNHUNITEDHEALTH GROUP INC$23K0.29%-27,500-24.1%
74CCLCARNIVAL CORP$23K0.29%-145,700-14.0%
75WMTWALMART INC$23K0.29%+55,200+42.8%
76TEVATEVA PHARMACEUTICAL INDS LTD$23K0.29%+71,400+10.4%
77JDJD.COM INC$22K0.27%-379,000-34.0%
78TEVATEVA PHARMACEUTICAL INDS LTD$22K0.27%-247,300-25.7%
79CRWDCROWDSTRIKE HLDGS INC$21K0.27%-16,600-23.3%
80ARMARM HOLDINGS PLC$20K0.26%-237,600-63.8%
81NKENIKE INC$20K0.26%-70,400-15.5%
82SNOWSNOWFLAKE INC$19K0.24%-106,600-45.3%
83JDJD.COM INC$19K0.24%+184,300+39.1%
84CRWDCROWDSTRIKE HLDGS INC$19K0.24%-15,300-23.6%
85AMERICAN AIRLINES GROUP INC$19K0.24%-1,047,100-37.2%
86NEMNEWMONT CORP$19K0.24%+27,100+18.3%
87NIONIO INC$18K0.22%+544,500+22.6%
88UNITED AIRLS HLDGS INC$18K0.22%-94,100-32.9%
89XYZBLOCK INC$17K0.22%+4,900+1.7%
90CRMSALESFORCE INC$17K0.21%-40,400-30.8%
91INTERNATIONAL BUSINESS MACHS$17K0.21%+12,800+22.4%
92GSGOLDMAN SACHS GROUP INC$16K0.21%+19,300NEW
93PANWPALO ALTO NETWORKS INC$16K0.20%-25,100-20.0%
94RIVNRIVIAN AUTOMOTIVE INC$16K0.20%+703,300+194.2%
95CCITIGROUP INC$16K0.20%-98,400-41.4%
96VVISA INC$16K0.20%+20,900+67.6%
97PFEPFIZER INC$15K0.18%-111,400-17.7%
98NCLHNORWEGIAN CRUISE LINE HLDGS$14K0.18%-301,300-28.1%
99ADBEADOBE INC$14K0.18%+34,600+141.8%
100NKENIKE INC$14K0.18%-81,200-23.2%
101EWZISHARES INC$14K0.18%+278,551+308.5%
102SNOWSNOWFLAKE INC$14K0.18%-210,800-69.2%
103DALDELTA AIR LINES INC$14K0.18%-86,100-29.0%
104WFCWELLS FARGO & CO$14K0.18%-278,200-61.3%
105CISCO SYS INC$14K0.17%-54,200-23.6%
106QCOMQUALCOMM INC$14K0.17%-100,000-48.8%
107FUTUFUTU HLDGS LTD$13K0.17%-16,300-14.4%
108INTERNATIONAL BUSINESS MACHS$13K0.16%-7,800-13.0%
109UBERUBER TECHNOLOGIES INC$12K0.16%-258,500-59.8%
110QCOMQUALCOMM INC$12K0.15%-47,200-33.1%
111CRMSALESFORCE INC$12K0.15%-11,400-15.0%
112WMTWALMART INC$12K0.15%-43,500-31.3%
113SPYSTATE STR SPDR S&P 500 ETF T$12K0.15%+16,760+1194.6%
114HDHOME DEPOT INC$11K0.14%+4,100+13.6%
115AMERICAN AIRLINES GROUP INC$11K0.14%-288,300-21.7%
116BANK AMERICA CORP$11K0.14%+74,400+49.2%
117CISCO SYS INC$11K0.14%-220,000-61.2%
118PYPLPAYPAL HLDGS INC$10K0.13%-199,900-46.8%
119ASTSAST SPACEMOBILE INC$10K0.13%-3,000-2.4%
120ARMARM HOLDINGS PLC$10K0.13%-28,900-30.5%
121UPSUNITED PARCEL SVCS INC$10K0.12%+97,400NEW
122FORD MTR CO$9K0.12%-475,900-36.9%
123LULULULULEMON ATHLETICA INC$9K0.12%-121,600-66.7%
124PYPLPAYPAL HLDGS INC$9K0.12%-53,900-20.8%
125DALDELTA AIR LINES INC$9K0.12%-299,900-68.3%
126GENERAL MTRS CO$8K0.11%-34,900-23.6%
127HDHOME DEPOT INC$8K0.10%+200+0.8%
128APPLIED MATLS INC$8K0.10%+5,000+28.6%
129NCLHNORWEGIAN CRUISE LINE HLDGS$8K0.10%-41,000-9.2%
130BANK AMERICA CORP$8K0.10%-285,000-64.7%
131SOFISOFI TECHNOLOGIES INC$7K0.09%-416,300-49.0%
132ADBEADOBE INC$7K0.08%-45,500-62.5%
133VZVERIZON COMMUNICATIONS INC$6K0.08%-114,200-47.2%
134GENERAL MTRS CO$6K0.08%+58,800+220.2%
135ADIANALOG DEVICES INC$6K0.08%+20,000NEW
136SELECT SECTOR SPDR TR$6K0.08%-55,000-35.5%
137SELECT SECTOR SPDR TR$6K0.08%HELD
138PANWPALO ALTO NETWORKS INC$6K0.08%+11,700+44.7%
139APPLOVIN CORP$6K0.08%+5,000+50.0%
140AXPAMERICAN EXPRESS CO$6K0.07%-68,900-77.9%
141GEVGE VERNOVA INC$6K0.07%+5,100+340.0%
142XPEVXPENG INC$5K0.07%+265,900+497.0%
143CCITIGROUP INC$5K0.07%-64,400-57.8%
144GEVGE VERNOVA INC$5K0.07%+6,100NEW
145SPOTSPOTIFY TECHNOLOGY S A$5K0.07%+10,900NEW
146BARRICK MNG CORP$5K0.07%-105,300-44.9%
147VVISA INC$5K0.07%-16,200-48.2%
148CVXCHEVRON CORPORATION$5K0.07%-10,000-28.5%
149FCXFREEPORT MCMORAN INC$5K0.06%+83,610+1963.6%
150BARRICK MNG CORP$5K0.06%-99,100-44.4%
151ZOOM COMMUNICATIONS INC$5K0.06%-48,500-43.6%
152UBERUBER TECHNOLOGIES INC$5K0.06%-107,200-60.5%
153TEVATEVA PHARMACEUTICAL INDS LTD$5K0.06%+104,690+175.7%
154TTDTHE TRADE DESK INC$5K0.06%+53,600+33.5%
155RIVNRIVIAN AUTOMOTIVE INC$5K0.06%-44,200-12.7%
156TTDTHE TRADE DESK INC$5K0.06%+150,600+303.6%
157SOFISOFI TECHNOLOGIES INC$5K0.06%-300,700-51.3%
158KLACKLA CORP$4K0.06%+1,000+50.0%
159PBRPETROLEO BRASILEIRO S A$4K0.05%-244,627-55.6%
160NU HLDGS LTD$4K0.05%-48,200-14.8%
161ASML HLDG NV$4K0.05%-1,700-36.2%
162AFRMAFFIRM HLDGS INC$4K0.05%-58,300-40.9%
163NCLHNORWEGIAN CRUISE LINE HLDGS$4K0.05%+145,480+248.9%
164GDXVANECK ETF TRUST$4K0.05%-38,146-48.0%
165VZVERIZON COMMUNICATIONS INC$4K0.05%-63,900-46.2%
166LRCXLAM RESEARCH CORP$4K0.05%-2,500-12.5%
167STXSEAGATE TECHNOLOGY HLDNGS PL$4K0.05%+9,500NEW
168BXBLACKSTONE INC$4K0.04%-700-2.2%
169SESEA LTD$4K0.04%-22,500-34.7%
170DALDELTA AIR LINES INC$3K0.04%+51,692NEW
171NVONOVO-NORDISK A S$3K0.04%+5,000+6.0%
172MSMORGAN STANLEY$3K0.04%-1,900-9.5%
173ORCLORACLE CORP$3K0.04%-234,000-92.1%
174AFRMAFFIRM HLDGS INC$3K0.04%-65,000-50.4%
175ROBINHOOD MKTS INC$3K0.04%-50,000-54.3%
176MSFTMICROSOFT CORP$3K0.04%+5,708+291.2%
177CVSCVS HEALTH CORP$3K0.04%+39,100NEW
178BBARRICK MNG CORP$3K0.04%+52,505+331.1%
179DELLDELL TECHNOLOGIES INC$3K0.03%-9,400-36.6%
180NVONOVO-NORDISK A S$3K0.03%+10,000+16.6%
181ORCLORACLE CORP$3K0.03%-165,900-90.5%
182RIVNRIVIAN AUTOMOTIVE INC$3K0.03%+169,944NEW
183SMHVANECK ETF TRUST$2K0.03%+5,698+935.6%
184ADBEADOBE INC$2K0.03%+9,742NEW
185NU HLDGS LTD$2K0.03%+26,000+20.8%
186ROBINHOOD MKTS INC$2K0.03%-4,700-13.1%
187JPMJPMORGAN CHASE & CO$2K0.03%-6,500-47.4%
188ASTSAST SPACEMOBILE INC$2K0.03%-17,600-40.9%
189GLDSPDR GOLD TR$2K0.03%+4,318+778.0%
190ZOOM COMMUNICATIONS INC$2K0.03%-28,800-52.8%
191MASTERCARD INCORPORATED$2K0.03%-7,600-65.0%
192NETCLOUDFLARE INC$2K0.03%-1,700-14.9%
193DELLDELL TECHNOLOGIES INC$2K0.02%-18,700-60.9%
194NFLXNETFLIX INC.$2K0.02%-329,200-94.3%
195BACBANK AMERICA CORP$2K0.02%+39,019NEW
196BEKEKE HLDGS INC$2K0.02%-244,300-66.5%
197FFORD MTR CO$2K0.02%+156,345NEW
198NETCLOUDFLARE INC$2K0.02%-1,000-10.3%
199PYPLPAYPAL HLDGS INC$2K0.02%+32,787+616.2%
200TSLATESLA INC$2K0.02%-5,147-53.7%
201PLTRPALANTIR TECHNOLOGIES INC$2K0.02%+7,988+247.0%
202AXPAMERICAN EXPRESS CO$2K0.02%+2,392+83.2%
203CVNACARVANA CO$2K0.02%HELD
204AMERICAN INTL GROUP INC$2K0.02%+11,400+122.6%
205NFLXNETFLIX INC.$2K0.02%-242,300-93.8%
206FSLRFIRST SOLAR INC$1K0.02%-22,700-74.9%
207CVSCVS HEALTH CORP$1K0.02%+20,800NEW
208NXPINXP SEMICONDUCTORS N V$1K0.02%+7,500NEW
209TWLOTWILIO INC$1K0.02%-29,500-72.8%
210MRKMERCK & CO INC$1K0.02%+10,900NEW
211RDDTREDDIT INC$1K0.02%+9,500NEW
212AMERICAN INTL GROUP INC$1K0.02%-47,000-73.7%
213CRDOCREDO TECHNOLOGY GROUP HOLDI$1K0.02%+13,200NEW
214AALAMERICAN AIRLINES GROUP INC$1K0.01%-68,346-38.6%
215APPLIED MATLS INC$1K0.01%+3,400NEW
216BXBLACKSTONE INC$1K0.01%-5,500-35.3%
217APOAPOLLO GLOBAL MGMT INC$1K0.01%+7,500+277.8%
218ASMLASML HLDG NV$1K0.01%+110+15.0%
219WMT2WELLS FARGO & CO$1K0.01%+13,885NEW
220MRVLMARVELL TECHNOLOGY INC$1K0.01%+3,448+45.0%
221LRCXLAM RESEARCH CORP$1K0.01%+5,000NEW
222AXPAMERICAN EXPRESS CO$1K0.01%-57,800-94.3%
223MASTERCARD INCORPORATED$1K0.01%-4,400-67.7%
224NIONIO INC$1K0.01%-178,005-51.6%
225ARMARM HOLDINGS PLC$9830.01%+1,284+24.6%
226DISNEY WALT CO$9830.01%-2,000-16.4%
227UNITED STS OIL FD LP$9800.01%+7,700NEW
228OCCIDENTAL PETE CORP$9750.01%+10,000+200.0%
229NFLXNETFLIX INC.$9580.01%+7,010+237.1%
230RDDTREDDIT INC$9430.01%+7,000NEW
231SMCISUPER MICRO COMPUTER INC$9110.01%-64,000-61.5%
232MSMORGAN STANLEY$9090.01%+5,524NEW
233DELLDELL TECHNOLOGIES INC$8830.01%-3,313-38.1%
234SCHWSCHWAB CHARLES CORP$8740.01%-24,100-72.2%
235AIGAMERICAN INTL GROUP INC$8500.01%+11,294NEW
236BAIDU INC$8360.01%+7,500NEW
237METAMETA PLATFORMS INC$8070.01%+1,027+268.1%
238FXIISHARES TR$7860.01%-2,726-11.1%
239XPEVXPENG INC$7820.01%-185,300-80.2%
240ABNBAIRBNB INC$7720.01%+3,131+105.1%
241DISNEY WALT CO$7710.01%-20,100-71.5%
242GEVGE VERNOVA INC$7620.01%+873NEW
243BABOEING CO$7610.01%-5,168-57.5%
244CVXCHEVRON CORPORATION$7530.01%+1,226+50.8%
245SCHWSCHWAB CHARLES CORP$7480.01%+5,391+209.7%
246IBMINTERNATIONAL BUSINESS MACHS$7440.01%+740+31.8%
247SESEA LTD$6960.01%-52,400-86.2%
248LRCXLAM RESEARCH CORP$6950.01%+3,255NEW
249GRAB HOLDINGS LIMITED$6910.01%-167,100-47.0%
250LULULULULEMON ATHLETICA INC$6860.01%+3,485+349.9%
251LLYELI LILLY & CO$6790.01%+549+290.5%
252SCHWSCHWAB CHARLES CORP$6770.01%+7,200NEW
253WDCWESTERN DIGITAL CORP$6760.01%+2,500NEW
254MSMORGAN STANLEY$6750.01%-6,000-59.4%
255KWEBKRANESHARES TRUST$6540.01%-3,248-12.4%
256SOFISOFI TECHNOLOGIES INC$6500.01%+27,774+211.3%
257UALUNITED AIRLS HLDGS INC$6470.01%-768-9.9%
258NUNU HLDGS LTD$6270.01%+43,649NEW
259ETSYETSY INC$6250.01%-32,500-72.2%
260AMZNAMAZON COM INC$6240.01%+1,375+84.7%
261UPSUNITED PARCEL SVCS INC$6100.01%+6,200NEW
262WDCWESTERN DIGITAL CORP$6090.01%+2,250NEW
263AMDADVANCED MICRO DEVICES INC$6040.01%+2,971NEW
264GMGENERAL MTRS CO$5970.01%+5,156+180.8%
265JPMJPMORGAN CHASE & CO$5880.01%-24,000-92.3%
266HOODROBINHOOD MKTS INC$5790.01%+6,267+299.4%
267TSMTAIWAN SEMICONDUCTOR MANUFAC$5620.01%+397+31.3%
268PFEPFIZER INC$5550.01%+19,767NEW
269NVDANVIDIA CORPORATION$5530.01%+3,172NEW
270LILI AUTO INC$5530.01%-107,000-77.5%
271CVNACARVANA CO$5400.01%+1,719NEW
272SMCISUPER MICRO COMPUTER INC$5350.01%-14,000-37.3%
273BXBLACKSTONE INC$5300.01%+4,611NEW
274CRMSALESFORCE INC$5280.01%-779-21.6%
275SLVISHARES SILVER TR$5110.01%+7,500NEW
276TTWOTAKE-TWO INTERACTIVE SOFTWAR$4940.01%-3,300-56.9%
277UBERUBER TECHNOLOGIES INC$4900.01%+6,819NEW
278CRWDCROWDSTRIKE HLDGS INC$4880.01%-140-10.1%
279ADIANALOG DEVICES INC$4860.01%+1,529NEW
280WFCWELLS FARGO & CO$4780.01%-61,800-91.2%
281HDHOME DEPOT INC$4630.01%-372-20.9%
282NVONOVO-NORDISK A S$4520.01%+12,310NEW
283KLACKLA CORP$4420.01%-1,200-80.0%
284DISDISNEY WALT CO$4260.01%-1,365-23.6%
285XOMEXXON MOBIL CORP$4180.01%+2,461NEW
286MRKMERCK & CO INC$3970.00%+3,300NEW
287VVISA INC$3920.00%-2,490-65.8%
288NKENIKE INC$3820.00%-287-3.8%
289ENPHENPHASE ENERGY INC$3780.00%+10,000NEW
290TWLOTWILIO INC$3770.00%-23,100-88.5%
291ETSYETSY INC$3750.00%-34,800-82.3%
292CCL1EURCARNIVAL CORP$3360.00%+12,980NEW
293GSGOLDMAN SACHS GROUP INC$3330.00%+394NEW
294QCOMQUALCOMM INC$3330.00%+168+7.0%
295ITUBITAU UNIBANCO HLDG S A$3180.00%HELD
296UPSUNITED PARCEL SVCS INC$3100.00%+3,147NEW
297GOOGLALPHABET INC$3050.00%-1,101-51.0%
298UNHUNITEDHEALTH GROUP INC$3020.00%+1,116NEW
299BEKEKE HLDGS INC$2990.00%-176,300-89.8%
300PDDPDD HOLDINGS INC$2950.00%-366-11.3%
301EWYISHARES INC$2840.00%+2,305NEW
302RDDTREDDIT INC$2840.00%+2,109NEW
303BAIDU INC$2790.00%+2,500NEW
304APOAPOLLO GLOBAL MGMT INC$2790.00%HELD
305LILI AUTO INC$2780.00%-33,974-68.5%
306UNITED STS OIL FD LP$2670.00%+2,100NEW
307STXSEAGATE TECHNOLOGY HLDNGS PL$2530.00%+646NEW
308ETSYETSY INC$2220.00%+4,440NEW
309GRAB HOLDINGS LIMITED$1830.00%+29,600+145.1%
310ACHRARCHER AVIATION INC$1810.00%+35,000NEW
311LCIDLUCID GROUP INC$1250.00%+73,750NEW
312LCIDLUCID GROUP INC$1160.00%+68,140NEW
313FSLRFIRST SOLAR INC-121,400EXITED
314FUTUFUTU HLDGS LTD-52,000EXITED
315BABAALIBABA GROUP HLDG LTD-55,000EXITED
316BABAALIBABA GROUP HLDG LTD-45,000EXITED
317ASML HOLDING N V-6,000EXITED
318INTCINTEL CORP-140,194EXITED
319AVGOBROADCOM INC-11,794EXITED
320GOOGALPHABET INC-11,485EXITED
321ONON SEMICONDUCTOR CORP-60,000EXITED
322VSTVISTRA CORP-16,000EXITED
323VZVERIZON COMMUNICATIONS INC-54,405EXITED
324WMTWALMART INC-18,553EXITED
325MELIMERCADOLIBRE INC-1,000EXITED
326CATCATERPILLAR INC-3,338EXITED
327ONON SEMICONDUCTOR CORP-35,000EXITED
328XPEVXPENG INC-90,823EXITED
329SNAPSNAP INC-200,000EXITED
330MELIMERCADOLIBRE INC-800EXITED
331ORCLORACLE CORP-7,988EXITED
332OCCIDENTAL PETE CORP-35,000EXITED
333TEXAS INSTRS INC-7,500EXITED
334SNPSSYNOPSYS INC-2,500EXITED
335MUMICRON TECHNOLOGY INC-3,837EXITED
336CVNACARVANA CO-2,300EXITED
337WBDWARNER BROS DISCOVERY INC-29,600EXITED
338FSLRFIRST SOLAR INC-3,230EXITED
339VSTVISTRA CORP-5,100EXITED
340SNAPSNAP INC-100,000EXITED
341BEKEKE HLDGS INC-50,744EXITED
342BANCO BRADESCO S A-227,200EXITED
343SESEA LTD-5,687EXITED
344SHOPSHOPIFY INC-4,469EXITED
345GRABGRAB HOLDINGS LIMITED-119,618EXITED
346CCITIGROUP INC-4,905EXITED
347OXYOCCIDENTAL PETE CORP-13,723EXITED
348MELIMERCADOLIBRE INC-264EXITED
349VSTVISTRA CORP-3,052EXITED
350XLESELECT SECTOR SPDR TR-9,937EXITED
351JPMJPMORGAN CHASE & CO.-1,280EXITED
352PANWPALO ALTO NETWORKS INC-2,164EXITED
353VALEVALE S A-30,251EXITED
354SMCISUPER MICRO COMPUTER INC-10,598EXITED
355CSCOCISCO SYS INC-3,032EXITED
356TGTTARGET CORP-2,209EXITED

Source: SEC EDGAR · accession 0001719165-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.