| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5.81% | 9,230,023 | $2,024,974,746 | -1,864,520 | -16.81% | $219.39 | 13F |
| NFLX | NETFLIX INC | 4.35% | 1,131,679 | $1,515,465,299 | -335,795 | -22.88% | $1339.13 | 13F |
| NOW | SERVICENOW INC | 4.16% | 1,408,333 | $1,447,878,991 | -49,645 | -3.41% | $1028.08 | 13F |
| MELI | MERCADOLIBRE INC | 3.85% | 513,532 | $1,342,182,641 | -98,467 | -16.09% | $2613.63 | 13F |
| AXON | AXON ENTERPRISE INC | 3.83% | 1,611,295 | $1,334,055,582 | -288,527 | -15.19% | $827.94 | 13F |
| DASH | DOORDASH INC | 3.39% | 4,792,181 | $1,181,320,538 | -714,840 | -12.98% | $246.51 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.98% | 1,354,803 | $1,039,594,534 | -433,747 | -24.25% | $767.34 | 13F |
| NET | CLOUDFLARE INC | 2.77% | 4,928,874 | $965,221,395 | -1,498,572 | -23.32% | $195.83 | 13F |
| META | META PLATFORMS INC | 2.77% | 1,306,041 | $963,975,802 | -201,721 | -13.38% | $738.09 | 13F |
| SE | SEA LTD | 2.61% | 5,678,005 | $908,140,120 | -1,139,989 | -16.72% | $159.94 | 13F |
| DXCM | DEXCOM INC | 2.49% | 9,947,944 | $868,356,032 | -466,212 | -4.48% | $87.29 | 13F |
| SHOP | SHOPIFY INC | 2.48% | 7,492,615 | $864,273,140 | -4,653,206 | -38.31% | $115.35 | 13F |
| FLUT | FLUTTER ENTMT PLC | 1.74% | 2,121,637 | $606,278,989 | -73,634 | -3.35% | $285.76 | 13F |
| GOOGL | ALPHABET INC | 1.56% | 3,085,879 | $543,824,456 | -263,848 | -7.88% | $176.23 | 13F |
| TEAM | ATLASSIAN CORPORATION | 1.51% | 2,588,723 | $525,743,754 | -1,329,865 | -33.94% | $203.09 | 13F |
| IRTC | IRHYTHM TECHNOLOGIES INC | 1.29% | 2,915,527 | $448,874,537 | -100,680 | -3.34% | $153.96 | 13F |
| ASML | ASML HOLDING N V | 1.22% | 530,562 | $425,187,081 | -26,866 | -4.82% | $801.39 | 13F |
| RBLX | ROBLOX CORP | 1.08% | 3,586,543 | $377,304,324 | -419,787 | -10.48% | $105.2 | 13F |
| DDOG | DATADOG INC | 1.07% | 2,772,015 | $372,364,775 | -143,461 | -4.92% | $134.33 | 13F |
| CPNG | COUPANG INC | 1.03% | 11,999,721 | $359,511,641 | -80,763 | -0.67% | $29.96 | 13F |
| APP | APPLOVIN CORP | 0.82% | 817,346 | $286,136,488 | -1,240,847 | -60.29% | $350.08 | 13F |
| HDB | HDFC BANK LTD | 0.63% | 2,883,335 | $221,065,294 | -27,855 | -0.96% | $76.67 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.57% | 1,911,033 | $199,702,948 | -8,196 | -0.43% | $104.5 | 13F |
| RGEN | REPLIGEN CORP | 0.45% | 1,251,088 | $155,610,325 | -43,108 | -3.33% | $124.38 | 13F |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 0.41% | 3,943,485 | $143,385,115 | -220,076 | -5.29% | $36.36 | 13F |
| VG | VENTURE GLOBAL INC | 0.35% | 7,854,539 | $122,373,718 | -678,369 | -7.95% | $15.58 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.34% | 1,016,773 | $118,647,241 | -34,771 | -3.31% | $116.69 | 13F |
| RACE | FERRARI N V | 0.34% | 243,717 | $119,601,681 | -2,352 | -0.96% | $490.74 | 13F |
| GOOG | ALPHABET INC | 0.31% | 603,385 | $107,034,465 | -20,799 | -3.33% | $177.39 | 13F |
| GRAB | GRAB HOLDINGS LIMITED | 0.27% | 18,757,824 | $94,351,855 | -719,253 | -3.69% | $5.03 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.23% | 6,926,596 | $81,803,099 | -3,323,696 | -32.43% | $11.81 | 13F |
| GLOB | GLOBANT S A | 0.23% | 869,376 | $78,974,116 | -33,159 | -3.67% | $90.84 | 13F |
| LIN | LINDE PLC | 0.12% | 86,662 | $40,660,077 | -2,626 | -2.94% | $469.18 | 13F |
| OKTA | OKTA INC | 0.09% | 300,517 | $30,042,684 | -58,204 | -16.23% | $99.97 | 13F |
| ICLR | ICON PLC | 0.04% | 91,550 | $13,315,947 | -2,774 | -2.94% | $145.45 | 13F |
| STVN | STEVANATO GROUP S P A | 0.03% | 464,635 | $11,351,033 | -20,841 | -4.29% | $24.43 | 13F |
| SNOW | SNOWFLAKE INC | 0.00768% | 11,960 | $2,676,289 | -584,483 | -97.99% | $223.77 | 13F |