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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MDLN | MEDLINE INC | 5.06% | 20,968,367 | $826,992,394 | 9,179,211 | 77.86% | $39.44 | 13F |
| CVNA | CARVANA CO | 4.23% | 10,520,666 | $692,470,236 | 8,765,957 | 499.57% | $65.82 | 13F |
| PFGC | PERFORMANCE FOOD GROUP CO | 4% | 5,852,740 | $654,277,805 | 1,874,582 | 47.12% | $111.79 | 13F |
| NU | NU HLDGS LTD | 3.86% | 47,219,717 | $630,855,419 | 9,208,492 | 24.23% | $13.36 | 13F |
| WULF | TERAWULF INC | 3.65% | 24,144,625 | $596,372,238 | 4,223,195 | 21.2% | $24.7 | 13F |
| USFD | US FOODS HLDG CORP | 3.07% | 4,914,492 | $502,506,807 | 1,118,494 | 29.47% | $102.25 | 13F |
| GOOGL | ALPHABET INC | 0.47% | 215,574 | $77,039,680 | 28,013 | 14.94% | $357.37 | 13F |
| V | VISA INC | 0.35% | 165,960 | $56,939,216 | 73,185 | 78.88% | $343.09 | 13F |