The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 368,687,389 | 961,300 | SH | Call | SOLE | 961,300 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 398,980,516 | 3,883,400 | SH | Call | SOLE | 3,883,400 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 259,983,482 | 881,539 | SH | SOLE | 881,539 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 212,976,778 | 1,610,654 | SH | SOLE | 1,610,654 | 0 | 0 | |||
| ALLURION TECHNOLOGIES INC | *W EXP 08/01/203 | 02008G110 | 33,305 | 1,148,436 | SH | SOLE | 1,148,436 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 120,742,912 | 780,800 | SH | Call | SOLE | 780,800 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 228,418,355 | 1,200,559 | SH | SOLE | 1,200,559 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 452,514,384 | 2,378,400 | SH | Call | SOLE | 2,378,400 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 950,836,802 | 8,903,800 | SH | Call | SOLE | 8,903,800 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 80,377,019 | 121,300 | SH | Call | SOLE | 121,300 | 0 | 0 | ||
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 16,949,100 | 230,600 | SH | Call | SOLE | 230,600 | 0 | 0 | ||
| AVERY DENNISON CORP | COM | 053611109 | 116,580,316 | 655,056 | SH | SOLE | 655,056 | 0 | 0 | |||
| BANK AMERICA CORP | COM | 060505104 | 76,319,997 | 1,828,900 | SH | Call | SOLE | 1,828,900 | 0 | 0 | ||
| BEIGENE LTD | SPONSORED ADS | 07725L102 | 96,452,965 | 354,385 | SH | SOLE | 354,385 | 0 | 0 | |||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 74,782,118 | 3,803,770 | SH | SOLE | 3,803,770 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 232,188,264 | 50,400 | SH | Call | SOLE | 50,400 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 66,752,296 | 661,700 | SH | Call | SOLE | 661,700 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 71,420,635 | 236,500 | SH | Call | SOLE | 236,500 | 0 | 0 | ||
| CLARITEV CORPORATION | CL A NEW | 62548M209 | 26,432,188 | 1,281,250 | SH | SOLE | 1,281,250 | 0 | 0 | |||
| CME GROUP INC | COM | 12572Q105 | 22,470,063 | 84,700 | SH | Call | SOLE | 84,700 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 33,138,574 | 462,700 | SH | Call | SOLE | 462,700 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 64,759,500 | 1,755,000 | SH | Call | SOLE | 1,755,000 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 513,723,458 | 1,638,985 | SH | SOLE | 1,638,985 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 150,125,268 | 821,389 | SH | SOLE | 821,389 | 0 | 0 | |||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,585,242,333 | 24,807,932 | SH | SOLE | 24,807,932 | 0 | 0 | |||
| ELEVANCE HEALTH INC | COM | 036752103 | 63,330,176 | 145,600 | SH | Call | SOLE | 145,600 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 17,426,701 | 21,100 | SH | Call | SOLE | 21,100 | 0 | 0 | ||
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | 43,173,998 | 5,834,324 | SH | SOLE | 5,834,324 | 0 | 0 | |||
| FEDEX CORP | COM | 31428X106 | 121,442,420 | 498,164 | SH | SOLE | 498,164 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 104,148,770 | 301,400 | SH | Call | SOLE | 301,400 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 17,526,000 | 101,600 | SH | Call | SOLE | 101,600 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 9,721,140 | 14,300 | SH | Call | SOLE | 14,300 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 73,964,980 | 1,017,400 | SH | Call | SOLE | 1,017,400 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 562,677,513 | 1,208,396 | SH | SOLE | 1,208,396 | 0 | 0 | |||
| LUCID GROUP INC | COM | 549498103 | 4,285,550,615 | 1,770,888,684 | SH | SOLE | 1,770,888,684 | 0 | 0 | |||
| MCKESSON CORP | COM | 58155Q103 | 61,309,389 | 91,100 | SH | Call | SOLE | 91,100 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 62,037,666 | 31,800 | SH | Call | SOLE | 31,800 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 385,006,175 | 667,996 | SH | SOLE | 667,996 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 22,996,764 | 39,900 | SH | Call | SOLE | 39,900 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 61,274,828 | 705,200 | SH | Call | SOLE | 705,200 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 416,307,510 | 1,109,000 | SH | Call | SOLE | 1,109,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 64,722,570 | 913,000 | SH | Call | SOLE | 913,000 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 69,896,151 | 6,825,796 | SH | SOLE | 6,825,796 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 172,324,200 | 1,590,000 | SH | Call | SOLE | 1,590,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 114,790,997 | 1,759,249 | SH | SOLE | 1,759,249 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 239,441,400 | 3,669,600 | SH | Call | SOLE | 3,669,600 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 201,582,596 | 1,703,275 | SH | SOLE | 1,703,275 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 127,961,428 | 4,127,788 | SH | SOLE | 4,127,788 | 0 | 0 | |||
| PROLOGIS INC. | COM | 74340W103 | 173,482,988 | 1,551,865 | SH | SOLE | 1,551,865 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 74,741,510 | 147,100 | SH | Call | SOLE | 147,100 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 617,254,836 | 2,300,100 | SH | Call | SOLE | 2,300,100 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 62,209,116 | 794,700 | SH | Call | SOLE | 794,700 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 108,741,884 | 833,335 | SH | SOLE | 833,335 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 119,350,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| STARBUCKS CORP | COM | 855244109 | 527,459,357 | 5,377,300 | SH | Call | SOLE | 5,377,300 | 0 | 0 | ||
| STRYKER CORPORATION | COM | 863667101 | 116,886,500 | 314,000 | SH | Call | SOLE | 314,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 2,365,692,430 | 11,414,680 | SH | SOLE | 11,414,680 | 0 | 0 | |||
| THE CIGNA GROUP | COM | 125523100 | 50,271,200 | 152,800 | SH | Call | SOLE | 152,800 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 9,603,680 | 19,300 | SH | Call | SOLE | 19,300 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,307,161,817 | 72,840,541 | SH | SOLE | 72,840,541 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 60,178,875 | 114,900 | SH | Call | SOLE | 114,900 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 235,928,270 | 673,196 | SH | SOLE | 673,196 | 0 | 0 | |||
| WALMART INC | COM | 931142103 | 70,232,000 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 131,802,325 | 800,500 | SH | Call | SOLE | 800,500 | 0 | 0 | ||