Get the Sunday Recap
When the giants move, it's in the recap. Every Sunday. Free.
| # | Ticker | Issuer | Value | Shares |
|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $1.2B | 5,000,000 |
| 2 | MU | MICRON TECHNOLOGY INC | $1.1B | 975,000 |
| 3 | — | TAIWAN SEMICONDUCTOR MANUFAC | $788M | 1,650,000 |
| 4 | GOOGL | ALPHABET INC | $654M | 1,850,000 |
| 5 | UBER | UBER TECHNOLOGIES INC | $555M | 7,694,071 |
| 6 | — | ISHARES INC | $490M | 2,425,000 |
| 7 | META | META PLATFORMS INC | $380M | 675,000 |
| 8 | VST | VISTRA CORP | $351M | 2,215,272 |
| 9 | NVDA | NVIDIA CORPORATION | $305M | 1,525,000 |
| 10 | NRG | NRG ENERGY INC | $257M | 1,760,000 |
| 11 | AAPL | APPLE INC | $242M | 835,000 |
| 12 | — | ALIBABA GROUP HLDG LTD | $192M | 2,000,000 |
| 13 | BA | BOEING CO | $173M | 800,000 |
| 14 | LRCX | LAM RESEARCH CORP | $166M | 382,500 |
| 15 | BIDU | BAIDU INC | $148M | 1,295,000 |
| 16 | AAL | AMERICAN AIRLINES GROUP INC | $136M | 7,500,000 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $115M | 197,500 |
| 18 | CRWV | COREWEAVE INC | $107M | 1,078,248 |
| 19 | — | ASML HLDG NV | $99M | 50,000 |
| 20 | AVGO | BROADCOM INC | $57M | 150,000 |
| 21 | — | QUALCOMM INC | $46M | 250,000 |
| 22 | — | SPACE EXPLORATION TECHN CORP | $38M | 225,000 |
| 23 | — | ENERGY TRANSFER L P | $30M | 1,576,125 |
| 24 | MPLX | MPLX LP | $28M | 502,460 |
| 25 | — | WHIRLPOOL CORP | $28M | 715,000 |
Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 27 positions by value shown.