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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE INC | COM | 00724F101 | 108,519,840 | 280,500 | SH | Call | SOLE | 280,500 | 0 | 0 | |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 133,073,820 | 937,800 | SH | Call | SOLE | 937,800 | 0 | 0 | |
AIR PRODS & CHEMS INC | COM | 009158106 | 75,638,620 | 268,165 | SH | SOLE | 268,165 | 0 | 0 | ||
ALLURION TECHNOLOGIES INC | *W EXP 08/01/203 | 02008G110 | 36,061 | 1,148,436 | SH | SOLE | 1,148,436 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 131,626,187 | 746,900 | SH | Call | SOLE | 746,900 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 119,128,770 | 543,000 | SH | Call | SOLE | 543,000 | 0 | 0 | |
ANALOG DEVICES INC | COM | 032654105 | 49,341,546 | 207,300 | SH | Call | SOLE | 207,300 | 0 | 0 | |
APPLE INC | COM | 037833100 | 131,431,902 | 640,600 | SH | Call | SOLE | 640,600 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 66,838,857 | 365,100 | SH | Call | SOLE | 365,100 | 0 | 0 | |
ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 1,450,371,102 | 8,967,300 | SH | Call | SOLE | 8,967,300 | 0 | 0 | |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 59,783,694 | 74,600 | SH | Call | SOLE | 74,600 | 0 | 0 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 70,921,212 | 1,014,900 | SH | Call | SOLE | 1,014,900 | 0 | 0 | |
AVERY DENNISON CORP | COM | 053611109 | 40,649,731 | 231,662 | SH | SOLE | 231,662 | 0 | 0 | ||
BANK AMERICA CORP | COM | 060505104 | 94,654,196 | 2,000,300 | SH | Call | SOLE | 2,000,300 | 0 | 0 | |
BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | 54,992,736 | 227,177 | SH | SOLE | 227,177 | 0 | 0 | ||
BLOOM ENERGY CORP | COM CL A | 093712107 | 36,090,663 | 1,508,807 | SH | SOLE | 1,508,807 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 117,521,572 | 20,300 | SH | Call | SOLE | 20,300 | 0 | 0 | |
BROADCOM INC | COM | 11135F101 | 88,318,260 | 320,400 | SH | Call | SOLE | 320,400 | 0 | 0 | |
CHUBB LIMITED | COM | H1467J104 | 68,518,780 | 236,500 | SH | Call | SOLE | 236,500 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 62,571,712 | 735,100 | SH | Call | SOLE | 735,100 | 0 | 0 | |
CLARITEV CORPORATION | CL A NEW | 62548M209 | 57,822,813 | 1,281,250 | SH | SOLE | 1,281,250 | 0 | 0 | ||
CME GROUP INC | COM | 12572Q105 | 23,345,014 | 84,700 | SH | Call | SOLE | 84,700 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 32,736,025 | 462,700 | SH | Call | SOLE | 462,700 | 0 | 0 | |
CUMMINS INC | COM | 231021106 | 358,801,795 | 1,095,578 | SH | SOLE | 1,095,578 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 3,961,826,740 | 24,807,932 | SH | SOLE | 24,807,932 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 274,628,419 | 352,300 | SH | Call | SOLE | 352,300 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 93,197,322 | 840,600 | SH | Call | SOLE | 840,600 | 0 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 40,033,950 | 104,500 | SH | Call | SOLE | 104,500 | 0 | 0 | |
HOME DEPOT INC | COM | 437076102 | 154,135,456 | 420,400 | SH | Call | SOLE | 420,400 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 18,640,552 | 101,600 | SH | Call | SOLE | 101,600 | 0 | 0 | |
JPMORGAN CHASE & CO. | COM | 46625H100 | 33,542,587 | 115,700 | SH | Call | SOLE | 115,700 | 0 | 0 | |
KKR & CO INC | COM | 48251W104 | 38,006,671 | 285,700 | SH | Call | SOLE | 285,700 | 0 | 0 | |
LINDE PLC | SHS | G54950103 | 204,726,693 | 436,350 | SH | SOLE | 436,350 | 0 | 0 | ||
LUCID GROUP INC | COM | 549498103 | 3,736,575,123 | 1,770,888,684 | SH | SOLE | 1,770,888,684 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 188,418,482 | 335,300 | SH | Call | SOLE | 335,300 | 0 | 0 | |
MCKESSON CORP | COM | 58155Q103 | 24,328,296 | 33,200 | SH | Call | SOLE | 33,200 | 0 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 111,079,275 | 42,500 | SH | Call | SOLE | 42,500 | 0 | 0 | |
MERCK & CO INC | COM | 58933Y105 | 150,316,924 | 1,898,900 | SH | Call | SOLE | 1,898,900 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 46,507,835 | 93,500 | SH | Call | SOLE | 93,500 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 77,535,627 | 57,900 | SH | Call | SOLE | 57,900 | 0 | 0 | |
NEXTERA ENERGY INC | COM | 65339F101 | 133,522,428 | 1,923,400 | SH | Call | SOLE | 1,923,400 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 191,231,096 | 1,210,400 | SH | Call | SOLE | 1,210,400 | 0 | 0 | |
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 16,975,747 | 162,199 | SH | SOLE | 162,199 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 140,589,778 | 1,343,300 | SH | Call | SOLE | 1,343,300 | 0 | 0 | |
PINTEREST INC | CL A | 72352L106 | 7,530,313 | 209,992 | SH | SOLE | 209,992 | 0 | 0 | ||
PROGRESSIVE CORP | COM | 743315103 | 122,008,392 | 457,200 | SH | Call | SOLE | 457,200 | 0 | 0 | |
PROLOGIS INC. | COM | 74340W103 | 260,803 | 2,481 | SH | SOLE | 2,481 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 40,412,658 | 148,200 | SH | Call | SOLE | 148,200 | 0 | 0 | |
SCHWAB CHARLES CORP | COM | 808513105 | 186,923,388 | 2,048,700 | SH | Call | SOLE | 2,048,700 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 127,687,536 | 124,200 | SH | Call | SOLE | 124,200 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 2,772,055,038 | 11,414,680 | SH | SOLE | 11,414,680 | 0 | 0 | ||
THE CIGNA GROUP | COM | 125523100 | 97,785,564 | 295,800 | SH | Call | SOLE | 295,800 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 6,796,022,475 | 72,840,541 | SH | SOLE | 72,840,541 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 309,599,028 | 992,400 | SH | Call | SOLE | 992,400 | 0 | 0 | |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 190,233,960 | 427,300 | SH | Call | SOLE | 427,300 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 69,838,335 | 196,700 | SH | Call | SOLE | 196,700 | 0 | 0 | |
WALMART INC | COM | 931142103 | 24,220,106 | 247,700 | SH | Call | SOLE | 247,700 | 0 | 0 |