Howard Marks
Exit $-620.4M of disclosed value in Expand Energy Corporation $EXE.
Exit $-620.4M of disclosed value in Expand Energy Corporation $EXE.
Trim $490.5M of disclosed value in Salesforce, Inc. Common Stock $CRM.
Add $982.9M of disclosed value in CONSTELLATION ENE CORP $CEG.
Add $2.0B of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Add $1.0B of disclosed value in Dell Technologies Inc. Class C Common Stock $DELL.
Add $1.7B of disclosed value in NVIDIA Corporation - Common Stock $NVDA.
Add $1.0B of disclosed value in QUALCOMM Inc $QCOM.
Exit $-151.8M of disclosed value in INFNEUR $INFNEUR.
Exit $-119.3M of disclosed value in SPDR S&P 500 ETF Trust $SPY.
Exit $-383.2M of disclosed value in Instacart (Maplebear Inc.) $CART.
Add $1.0B of disclosed value in Adobe Inc. - Common Stock $ADBE.
Add $2.1B of disclosed value in Amazon.com, Inc. - Common Stock $AMZN.
Trim $413.2M of disclosed value in Netflix Inc $NFLX.
Trim $2.3M of disclosed value in Unmapped 13F security.
Exit $-193.8M of disclosed value in Block, Inc. $SQ.
Trim $76.1M of disclosed value in DocuSign, Inc. $DOCU.
Exit $-187.1M of disclosed value in Burlington Stores, Inc. $BURL.
Trim $352.0M of disclosed value in Paypal Holdings $PYPL.
Trim $503.6M of disclosed value in Alphabet Cl A $GOOGL.
Trim $184.1M of disclosed value in Domino's Pizza Inc $DPZ.