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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | 2.37% | 4,632,475 | $1,150,567,816 | No Change | $248.37 | 13F | |
| RDDT | REDDIT INC | 1% | 2,789,891 | $484,269,280 | No Change | $173.58 | 13F | |
| NU | NU HLDGS LTD | 0.81% | 29,333,576 | $391,896,575 | No Change | $13.36 | 13F | |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 0.6% | 139,498 | $290,266,043 | No Change | $2080.79 | 13F | |
| QCOM | QUALCOMM INC | 0.53% | 1,387,312 | $256,361,384 | No Change | $184.79 | 13F | |
| CAI | CARIS LIFE SCIENCES INC | 0.36% | 9,819,992 | $174,992,258 | No Change | $17.82 | 13F | |
| GNRC | GENERAC HLDGS INC | 0.24% | 390,513 | $114,346,112 | No Change | $292.81 | 13F | |
| SFM | SPROUTS FMRS MKT INC | 0.21% | 1,203,773 | $101,815,120 | No Change | $84.58 | 13F | |
| PYPL | PAYPAL HLDGS INC | 0.11% | 1,243,590 | $53,698,216 | No Change | $43.18 | 13F | |
| NVAX | NOVAVAX INC | 0.07% | 3,836,986 | $36,144,408 | No Change | $9.42 | 13F | |
| QS | QUANTUMSCAPE CORP | 0.07% | 4,294,995 | $32,470,162 | No Change | $7.56 | 13F | |
| UPST | UPSTART HLDGS INC | 0.06% | 870,947 | $30,857,652 | No Change | $35.43 | 13F | |
| ABR | ARBOR REALTY TRUST INC | 0.05% | 4,196,885 | $22,747,117 | No Change | $5.42 | 13F | |
| TTD | THE TRADE DESK INC | 0.05% | 1,387,089 | $25,078,569 | No Change | $18.08 | 13F | |
| Z | ZILLOW GROUP INC | 0.05% | 739,700 | $23,315,344 | No Change | $31.52 | 13F | |
| MPT | MEDICAL PROPERTIES TRUST INC | 0.04% | 4,525,398 | $20,907,339 | No Change | $4.62 | 13F | |
| PTON | PELOTON INTERACTIVE INC | 0.03% | 2,500,000 | $14,775,000 | No Change | $5.91 | 13F | |
| RNG | RINGCENTRAL INC | 0.03% | 411,351 | $16,034,462 | No Change | $38.98 | 13F | |
| ZG | ZILLOW GROUP INC | 0.02% | 328,189 | $10,295,289 | No Change | $31.37 | 13F | |
| PLUG | PLUG PWR INC | 0.01% | 2,545,243 | $6,897,609 | No Change | $2.71 | 13F | |
| SFIX | STITCH FIX INC | 0.00622% | 735,373 | $3,022,383 | No Change | $4.11 | 13F | |
| OLPX | OLAPLEX HLDGS INC | 0.00533% | 1,264,968 | $2,593,184 | No Change | $2.05 | 13F | |
| LCID | LUCID GROUP INC | 0.00406% | 295,393 | $1,976,179 | No Change | $6.69 | 13F | |
| CHPT | CHARGEPOINT HOLDINGS INC | 0.00187% | 154,086 | $910,648 | No Change | $5.91 | 13F | |
| HTZWW | HERTZ GLOBAL HLDGS INC | 0.00105% | 468,814 | $511,007 | No Change | $1.09 | 13F | |
| AMC | AMC ENTMT HLDGS INC | 0.00089% | 228,136 | $433,458 | No Change | $1.9 | 13F | |
| HTZ | HERTZ GLOBAL HLDGS INC | 0.0005% | 106,823 | $241,954 | No Change | $2.26 | 13F |