| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.86% | 2,810,000 | $616,991,700 | 100,000 | 3.69% | $219.57 | 13F |
| MSFT | MICROSOFT CORP | 6.34% | 1,100,000 | $569,745,000 | 700,000 | 175% | $517.95 | 13F |
| NVDA | NVIDIA CORPORATION | 5.92% | 2,850,000 | $531,753,000 | 50,000 | 1.79% | $186.58 | 13F |
| FLUT | FLUTTER ENTMT PLC | 3.16% | 1,120,000 | $284,480,000 | 50,000 | 4.67% | $254 | 13F |
| CASY | CASEYS GEN STORES INC | 3.14% | 500,000 | $282,660,000 | 140,000 | 38.89% | $565.32 | 13F |
| CRS | CARPENTER TECHNOLOGY CORP | 2.32% | 850,000 | $208,709,000 | 100,000 | 13.33% | $245.54 | 13F |
| SN | SHARKNINJA INC | 2.07% | 1,800,000 | $185,670,000 | 600,000 | 50% | $103.15 | 13F |
| FIX | COMFORT SYS USA INC | 1.84% | 200,000 | $165,036,000 | 15,000 | 8.11% | $825.18 | 13F |
| META | META PLATFORMS INC | 1.8% | 220,000 | $161,563,600 | 70,000 | 46.67% | $734.38 | 13F |
| KVUE | KENVUE INC | 1.62% | 9,000,000 | $146,070,000 | 475,000 | 5.57% | $16.23 | 13F |