HDPMX Holdings List

No.	Symbol	Name	% Weight	Shares
1	UBER	Uber Technologies, Inc.	7.24%	150,000
2	SN	SharkNinja, Inc.	5.12%	100,000
3	DKNG	DraftKings Inc.	4.99%	225,000
4	MTDR	Matador Resources Company	4.94%	200,000
5	TPL	Texas Pacific Land Corporation	4.92%	9,000
6	PLTR	Palantir Technologies Inc.	4.58%	65,000
7	FCX	Freeport-McMoRan Inc.	4.15%	185,000
8	ONON	On Holding AG	4.04%	150,000
9	EXE	Expand Energy Corporation	3.63%	60,000
10	WULF	TeraWulf Inc.	3.06%	1,350,000
11	TSM	Taiwan Semiconductor Manufacturing Company Limited	2.93%	25,000
12	n/a	Spotify Technology S.A. 09/19/2025 480 Call	2.89%	190
13	NVDA	NVIDIA Corporation	2.86%	35,000
14	POWL	Powell Industries, Inc.	2.72%	25,000
15	CYBR	CyberArk Software Ltd.	2.63%	12,500
16	CRS	Carpenter Technology Corporation	2.57%	18,000
17	MU	Micron Technology, Inc.	2.55%	40,000
18	YOU	Clear Secure, Inc.	2.51%	175,000
19	TSLA	Tesla, Inc.	2.46%	15,000
20	CLF	Cleveland-Cliffs Inc.	2.36%	600,000
21	KEX	Kirby Corporation	2.35%	40,000
22	DPST	Direxion Daily Regional Banks Bull 3X Shares	2.24%	50,000
23	BANC	Banc of California, Inc.	2.18%	300,000
24	GEO	The GEO Group, Inc.	2.11%	170,000
25	SFIX	Stitch Fix, Inc.	1.91%	1,000,000

As of Jun 30, 2025

Showing 25 of 39 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	99.90%
Cash	0.10%