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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 26.69% | 3,284,250 | $1,307,131,500 | 165,750 | 5.32% | $398 | 13F |
| GOOGL | ALPHABET INC | 8.86% | 1,509,500 | $434,071,820 | 111,900 | 8.01% | $287.56 | 13F |
| FICO | FAIR ISAAC CORP | 8.39% | 385,000 | $411,002,900 | 79,320 | 25.95% | $1067.54 | 13F |
| V | VISA INC | 5.86% | 949,100 | $286,855,984 | 174,900 | 22.59% | $302.24 | 13F |
| AMZN | AMAZON COM INC | 4.56% | 1,072,100 | $223,286,267 | 44,100 | 4.29% | $208.27 | 13F |
| MSFT | MICROSOFT CORP | 3.05% | 403,400 | $149,326,578 | 64,800 | 19.14% | $370.17 | 13F |
| TW | TRADEWEB MKTS INC | 2.42% | 1,007,800 | $118,577,748 | 279,700 | 38.42% | $117.66 | 13F |
| SPGI | S&P GLOBAL INC | 0.99% | 113,500 | $48,276,090 | 66,200 | 139.96% | $425.34 | 13F |