Alphabet Inc.
US02079K3059
|
+24M
|
36M
|
BUY
|
$4.51–$5.15
|
Amazon.com, Inc.
US0231351067
|
+375K
|
1.9M
|
BUY
|
$130.44–$148.35
|
Builders FirstSource, Inc.
US12008R1077
|
-749K
|
567K
|
SELL
|
$34.40–$43.80
|
CF Industries Holdings, Inc.
US1252691001
|
-198K
|
194K
|
SELL
|
$37.60–$45.40
|
Carvana Co.
US1468691027
|
+148K
|
362K
|
BUY
|
$183.75–$261.30
|
Coupa Software Incorporated
US22266L1061
|
+14K
|
108K
|
BUY
|
|
Expedia Group, Inc.
US30212P3038
|
+63K
|
506K
|
BUY
|
$134.56–$147.90
|
Meta Platforms, Inc.
US30303M1027
|
+87K
|
272K
|
BUY
|
$247.20–$298.00
|
Freeport-McMoRan Inc.
US35671D8570
|
-655K
|
5.5M
|
SELL
|
$27.93–$36.98
|
KBR, Inc.
US48242W1062
|
+810K
|
1.3M
|
BUY
|
$31.00–$34.60
|
Marriott International, Inc.
US5719032022
|
-112K
|
136K
|
SELL
|
$112.24–$126.94
|
Mastercard Incorporated
US57636Q1040
|
+55K
|
134K
|
BUY
|
$292.40–$326.80
|
Microsoft Corporation
US5949181045
|
-621K
|
1.5M
|
SELL
|
$197.88–$228.58
|
Netflix, Inc.
US64110L1061
|
-106K
|
172K
|
SELL
|
$394.45–$465.70
|
ON Semiconductor Corporation
US6821891057
|
-1.1M
|
706K
|
SELL
|
$29.61–$36.67
|
OneMain Holdings, Inc.
US68268W1036
|
-126K
|
84K
|
SELL
|
$43.60–$51.50
|
Option Care Health, Inc.
US68404L2016
|
+80K
|
736K
|
BUY
|
$13.30–$18.20
|
Palantir Technologies Inc.
US69608A1088
|
-2M
|
4M
|
SELL
|
$15.27–$22.95
|
Palo Alto Networks, Inc.
US6974351057
|
-36K
|
2.5M
|
SELL
|
$44.67–$53.30
|
Reata Pharmaceuticals, Inc.
US75615P1030
|
-113K
|
637K
|
SELL
|
|
Sea Limited
US81141R1005
|
-440K
|
143K
|
SELL
|
$167.40–$242.00
|
Smartsheet Inc.
US83200N1037
|
+93K
|
495K
|
BUY
|
$42.86–$61.64
|
Snowflake Inc.
US8334451098
|
-36K
|
49K
|
SELL
|
$156.04–$210.45
|
Starbucks Corporation
US8552441094
|
+47K
|
2.3M
|
BUY
|
$89.74–$98.71
|
T-Mobile US, Inc.
US8725901040
|
-299K
|
1.3M
|
SELL
|
$106.14–$123.28
|
Visa Inc.
US92826C8394
|
+35K
|
179K
|
BUY
|
$183.62–$198.56
|
