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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.78% | 5,124,494 | $1,473,599,495 | 185,445 | 3.75% | $287.56 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.41% | 1,794,226 | $870,038,130 | 324,378 | 22.07% | $484.91 | 13F |
| META | META PLATFORMS INC | 2.87% | 1,279,121 | $731,823,498 | 24,250 | 1.93% | $572.13 | 13F |
| PWR | QUANTA SVCS INC | 1.35% | 626,348 | $343,877,579 | 49,452 | 8.57% | $549.02 | 13F |
| CRS | CARPENTER TECHNOLOGY CORP | 1.27% | 823,277 | $324,494,630 | 201,593 | 32.43% | $394.15 | 13F |
| MCK | MCKESSON CORP | 0.68% | 201,283 | $174,182,257 | 27,015 | 15.5% | $865.36 | 13F |
| STVN | STEVANATO GROUP S P A | 0.03% | 497,310 | $6,838,012 | 4,304 | 0.87% | $13.75 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.01% | 22,919 | $3,352,591 | 3,079 | 15.52% | $146.28 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 0.00384% | 7,793 | $977,710 | 282 | 3.75% | $125.46 | 13F |