| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.72% | 20,828,827 | $3,886,242,542 | -728,381 | -3.38% | $186.58 | 13F |
| AMZN | AMAZON COM INC | 5.1% | 8,413,999 | $1,847,461,760 | -816,024 | -8.84% | $219.57 | 13F |
| MSFT | MICROSOFT CORP | 4.09% | 2,865,638 | $1,484,257,202 | -89,107 | -3.02% | $517.95 | 13F |
| V | VISA INC | 3.79% | 4,027,033 | $1,374,748,661 | -3,071 | -0.08% | $341.38 | 13F |
| NFLX | NETFLIX INC | 3.71% | 1,120,658 | $1,343,579,289 | -11,021 | -0.97% | $1198.92 | 13F |
| MELI | MERCADOLIBRE INC | 3.29% | 509,845 | $1,191,477,174 | -3,687 | -0.72% | $2336.94 | 13F |
| NOW | SERVICENOW INC | 3.16% | 1,246,277 | $1,146,923,798 | -162,056 | -11.51% | $920.28 | 13F |
| DASH | DOORDASH INC | 3.02% | 4,023,291 | $1,094,294,919 | -768,890 | -16.04% | $271.99 | 13F |
| AXON | AXON ENTERPRISE INC | 2.86% | 1,442,341 | $1,035,081,595 | -168,954 | -10.49% | $717.64 | 13F |
| SHOP | SHOPIFY INC | 2.84% | 6,937,271 | $1,030,947,843 | -555,344 | -7.41% | $148.61 | 13F |
| SE | SEA LTD | 2.41% | 4,883,167 | $872,768,438 | -794,838 | -14% | $178.73 | 13F |
| NET | CLOUDFLARE INC | 2.25% | 3,808,319 | $817,227,174 | -1,120,555 | -22.73% | $214.59 | 13F |
| NU | NU HLDGS LTD | 2.23% | 50,562,162 | $809,500,214 | -3,942,266 | -7.23% | $16.01 | 13F |
| ASML | ASML HOLDING N V | 1.41% | 529,164 | $512,278,377 | -1,398 | -0.26% | $968.09 | 13F |
| RBLX | ROBLOX CORP | 1.33% | 3,476,488 | $481,563,118 | -110,055 | -3.07% | $138.52 | 13F |
| IRTC | IRHYTHM TECHNOLOGIES INC | 1.06% | 2,236,110 | $384,588,559 | -679,417 | -23.3% | $171.99 | 13F |
| CPNG | COUPANG INC | 0.98% | 11,024,177 | $354,978,499 | -975,544 | -8.13% | $32.2 | 13F |
| AJG | GALLAGHER ARTHUR J & CO | 0.93% | 1,094,070 | $338,877,242 | -27,179 | -2.42% | $309.74 | 13F |
| DXCM | DEXCOM INC | 0.92% | 4,934,189 | $332,021,578 | -5,013,755 | -50.4% | $67.29 | 13F |
| DDOG | DATADOG INC | 0.74% | 1,894,680 | $269,802,432 | -877,335 | -31.65% | $142.4 | 13F |
| KSPI | KASPI KZ JSC | 0.37% | 1,644,240 | $134,301,523 | -37,773 | -2.25% | $81.68 | 13F |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 0.31% | 3,769,853 | $113,397,178 | -173,632 | -4.4% | $30.08 | 13F |
| VG | VENTURE GLOBAL INC | 0.29% | 7,484,070 | $106,198,953 | -370,469 | -4.72% | $14.19 | 13F |
| APH | AMPHENOL CORP NEW | 0.27% | 795,234 | $98,410,207 | -144,887 | -15.41% | $123.75 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.24% | 6,766,855 | $87,766,109 | -159,741 | -2.31% | $12.97 | 13F |
| GRAB | GRAB HOLDINGS LIMITED | 0.21% | 12,490,985 | $75,195,730 | -6,266,839 | -33.41% | $6.02 | 13F |
| GLOB | GLOBANT S A | 0.13% | 848,262 | $48,673,274 | -21,114 | -2.43% | $57.38 | 13F |
| LIN | LINDE PLC | 0.11% | 84,367 | $40,074,325 | -2,295 | -2.65% | $475 | 13F |
| KVYO | KLAVIYO INC | 0.08% | 1,105,559 | $30,612,929 | -3,510 | -0.32% | $27.69 | 13F |
| MNDY | MONDAY COM LTD | 0.06% | 116,213 | $22,509,296 | -378 | -0.32% | $193.69 | 13F |