Q4 2024
BABA reduced the position by 25 % to 150K shares$12.7M
JD reduced the position by 40 % to 300K shares$10.4M
EL opened a position of 100K shares$7.5M
MOH reduced the position by 16.7 % to 25K shares$7.3M
PDD opened a position of 75K shares$7.3M
HCA opened a position of 15K shares$4.5M
BRKR opened a position of 75K shares$4.4M
VFC opened a position of 200K shares$4.3M
MAGN opened a position of 200K shares$3.6M
OSCR opened a position of 200K shares$2.7M
ACIC increased the position by 46.1 % to 146.1K shares$2M
OLPX sold the entire position
REAL sold the entire position
GOOS opened a position of 24.8K shares$249.1K
FOUR sold the entire position
MOHMOLINA HEALTHCARE INC
LULULULULEMON ATHLETICA INC
SLMSLM CORP