Monthly Performance Reports

• October 2024 - Performance Report

Current Investments

Longs

• Shopify (SHOP)
• Microsoft (MSFT)
• Hubspot (HUBS)
• Roivant Sciences (ROIV)
• Amphastar Pharmaceuticals (AMPH)
• Tower Semiconductor (TSEM)
• Belden (BDC)
• Exelixis (EXEL)
• Google (GOOG)

Shorts

• Seelos Therapeutics (SEEL)