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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 5.32% | 5,859,325 | $1,585,474,628 | 158,879 | 2.79% | $270.59 | 13F |
| MSFT | MICROSOFT CORP | 4.97% | 4,005,305 | $1,482,643,885 | 112,076 | 2.88% | $370.17 | 13F |
| MELI | MERCADOLIBRE INC | 4.56% | 785,937 | $1,358,900,832 | 374,388 | 90.97% | $1729.02 | 13F |
| SAP | SAP SE | 4.51% | 7,848,603 | $1,343,759,297 | 3,705,173 | 89.42% | $171.21 | 13F |
| DHR | DANAHER CORP DEL | 4.18% | 6,575,159 | $1,246,650,156 | 414,628 | 6.73% | $189.6 | 13F |
| WDAY | WORKDAY INC | 3.79% | 8,707,006 | $1,131,214,250 | 1,131,638 | 14.94% | $129.92 | 13F |
| INTU | INTUIT | 3.37% | 2,321,165 | $1,003,625,410 | 1,782,288 | 330.74% | $432.38 | 13F |
| META | META PLATFORMS INC | 2.52% | 1,315,597 | $752,692,236 | 105,225 | 8.69% | $572.13 | 13F |
| NFLX | NETFLIX INC. | 1.73% | 5,350,422 | $514,443,039 | 5,287,648 | 8423.31% | $96.15 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1.52% | 1,548,610 | $453,355,469 | 44,559 | 2.96% | $292.75 | 13F |
| LBRDK | LIBERTY BROADBAND CORP | 1.13% | 6,699,546 | $336,987,140 | 343,854 | 5.41% | $50.3 | 13F |
| GOOGL | ALPHABET INC | 0.92% | 958,264 | $275,558,396 | 59,300 | 6.6% | $287.56 | 13F |
| PHM | PULTE GROUP INC | 0.06% | 154,556 | $18,177,331 | 21,168 | 15.87% | $117.61 | 13F |