| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.25% | 2,429,412 | $1,258,313,945 | 2,429,412 | New | $517.95 | 13F |
| NFLX | NETFLIX INC | 1.55% | 500,812 | $600,433,523 | 500,812 | New | $1198.92 | 13F |
| DKNG | DRAFTKINGS INC NEW | 1.45% | 15,003,351 | $561,125,327 | 15,003,351 | New | $37.4 | 13F |
| AON | AON PLC | 1.30% | 1,414,618 | $504,424,486 | 1,414,618 | New | $356.58 | 13F |
| CLS | CELESTICA INC | 1.10% | 1,722,780 | $424,458,536 | 1,722,780 | New | $246.38 | 13F |
| MAA | MID-AMER APT CMNTYS INC | 0.95% | 2,645,082 | $369,597,308 | 2,645,082 | New | $139.73 | 13F |
| KKR | KKR & CO INC | 0.91% | 2,709,024 | $352,037,669 | 2,709,024 | New | $129.95 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.62% | 3,069,151 | $238,687,873 | 3,069,151 | New | $77.77 | 13F |
| CHWY | CHEWY INC | 0.57% | 5,483,690 | $221,815,261 | 5,483,690 | New | $40.45 | 13F |
| DB | DEUTSCHE BANK AG | 0.55% | 6,102,855 | $214,593,455 | 6,102,855 | New | $35.16 | 13F |
| CBRE | CBRE GROUP INC | 0.49% | 1,210,004 | $190,648,230 | 1,210,004 | New | $157.56 | 13F |
| INTU | INTUIT | 0.47% | 264,136 | $180,381,116 | 264,136 | New | $682.91 | 13F |
| DECK | DECKERS OUTDOOR CORP | 0.45% | 1,726,926 | $175,058,489 | 1,726,926 | New | $101.37 | 13F |
| ORKA | ORUKA THERAPEUTICS INC | 0.13% | 2,666,690 | $51,280,449 | 2,666,690 | New | $19.23 | 13F |
| STUB | STUBHUB HLDGS INC | 0.09% | 2,040,816 | $34,367,341 | 2,040,816 | New | $16.84 | 13F |