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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NFLX | Netflix Inc | 6.35% | 5,610,666 | $539,465,536 | 605,901 | 12.11% | $96.15 | 13F |
| UBER | Uber Technologies Inc | 4.38% | 5,173,404 | $372,122,950 | 28,344 | 0.55% | $71.93 | 13F |
| DASH | Doordash Inc Cl A | 1.77% | 1,001,195 | $150,329,429 | 70,728 | 7.6% | $150.15 | 13F |
| XOM | Exxon Mobil Corp | 0.39% | 193,950 | $32,905,526 | 917 | 0.48% | $169.66 | 13F |
| UNP | Union Pac Corp | 0.08% | 27,638 | $6,705,519 | 2,654 | 10.62% | $242.62 | 13F |
| LEVI | Levi Strauss & Co Cl A | 0.02% | 82,725 | $1,529,585 | 35,000 | 73.34% | $18.49 | 13F |
| WRBY | Warby Parker Inc Cl A | 0.02% | 80,000 | $1,685,600 | 15,000 | 23.08% | $21.07 | 13F |
| FIE.F | Fielmann | 0.02% | 33,000 | $1,655,884 | 7,300 | 28.4% | $50.18 | 13F |
| RAA.DE | Rational AG | 0.02% | 2,200 | $1,576,670 | 1,225 | 125.64% | $716.67 | 13F |
| FDR.MC | Fluidra | 0.02% | 70,000 | $1,594,530 | 11,000 | 18.64% | $22.78 | 13F |
| SSPG.L | SSP Group | 0.02% | 700,000 | $1,614,484 | 40,000 | 6.06% | $2.31 | 13F |
| ALK-B.CO | ALK Abello A/S | 0.02% | 50,000 | $1,558,886 | 15,000 | 42.86% | $31.18 | 13F |
| DLG.MI | De'Longhi | 0.02% | 39,000 | $1,347,175 | 3,750 | 10.64% | $34.54 | 13F |
| KCR.HE | Konecranes | 0.02% | 52,500 | $1,690,105 | 34,050 | 184.55% | $32.19 | 13F |
| KALMAR.HE | Kalmar Oyj B | 0.02% | 27,000 | $1,348,904 | 3,000 | 12.5% | $49.96 | 13F |
| AAPL | Apple Inc | 0.01% | 4,751 | $1,205,756 | 77 | 1.65% | $253.79 | 13F |
| EPRO-B.ST | Electrolux Professional | 0.01% | 230,000 | $1,216,848 | 30,000 | 15% | $5.29 | 13F |
| ORCL | Oracle Corp | 0.00623% | 3,600 | $529,596 | 125 | 3.6% | $147.11 | 13F |
| JNJ | Johnson & Johnson | 0.00375% | 1,304 | $318,750 | 328 | 33.61% | $244.44 | 13F |
| MCD | McDonalds Corp | 0.00346% | 947 | $294,318 | 42 | 4.64% | $310.79 | 13F |
| DIS | Disney Walt Productions | 0.00286% | 2,517 | $242,592 | 7 | 0.28% | $96.38 | 13F |