| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 16.32% | 7,533,525 | $5,560,419,467 | 68,386 | 0.92% | $738.09 | 13F |
| MSFT | MICROSOFT CORP | 9.56% | 6,551,368 | $3,258,715,957 | 310,503 | 4.98% | $497.41 | 13F |
| SE | SEA LTD | 7.53% | 16,041,335 | $2,565,651,120 | No Change | $159.94 | 13F | |
| AMZN | AMAZON COM INC | 6.88% | 10,685,541 | $2,344,300,840 | 4,097,053 | 62.19% | $219.39 | 13F |
| GOOGL | ALPHABET INC | 5.5% | 10,631,402 | $1,873,571,974 | 322,602 | 3.13% | $176.23 | 13F |
| NVDA | NVIDIA CORPORATION | 5.43% | 11,709,752 | $1,850,023,718 | 742,202 | 6.77% | $157.99 | 13F |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.16% | 5,839,256 | $1,418,063,320 | No Change | $242.85 | 13F | |
| LLY | ELI LILLY & CO | 3.46% | 1,511,160 | $1,177,994,555 | 176,200 | 13.2% | $779.53 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.04% | 4,578,374 | $1,036,955,927 | 336,900 | 7.94% | $226.49 | 13F |
| FLUT | FLUTTER ENTMT PLC | 2.9% | 3,453,392 | $986,841,298 | 76,000 | 2.25% | $285.76 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.84% | 1,261,461 | $967,969,484 | No Change | $767.34 | 13F | |
| RDDT | REDDIT INC | 2.72% | 6,148,984 | $925,852,521 | 2,899,384 | 89.22% | $150.57 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 2.58% | 6,209,496 | $880,941,198 | No Change | $141.87 | 13F | |
| AVGO | BROADCOM INC | 2.19% | 2,703,214 | $745,140,939 | 431,714 | 19.01% | $275.65 | 13F |
| APP | APPLOVIN CORP | 2.06% | 2,002,989 | $701,206,389 | 334,749 | 20.07% | $350.08 | 13F |
| VEEV | VEEVA SYS INC | 2.05% | 2,420,500 | $697,055,590 | No Change | $287.98 | 13F | |
| GEV | GE VERNOVA INC | 1.7% | 1,097,794 | $580,897,695 | 42,500 | 4.03% | $529.15 | 13F |
| ZS | ZSCALER INC | 1.55% | 1,683,266 | $528,444,528 | 4,266 | 0.25% | $313.94 | 13F |
| LRCX | LAM RESEARCH CORP | 1.5% | 5,260,328 | $512,040,328 | 835,628 | 18.89% | $97.34 | 13F |
| CPAY | CORPAY INC | 1.46% | 1,501,646 | $498,276,176 | 254,069 | 20.36% | $331.82 | 13F |
| GRAB | GRAB HOLDINGS LIMITED | 1.37% | 92,923,788 | $467,406,654 | No Change | $5.03 | 13F | |
| Z | ZILLOW GROUP INC | 1.28% | 6,229,087 | $436,347,544 | 1,014,087 | 19.45% | $70.05 | 13F |
| CHYM | CHIME FINL INC | 1.26% | 12,470,768 | $430,366,204 | 12,470,768 | New | $34.51 | 13F |
| SHW | SHERWIN WILLIAMS CO | 1.21% | 1,204,175 | $413,465,528 | No Change | $343.36 | 13F | |
| CPNG | COUPANG INC | 1.19% | 13,585,579 | $407,023,947 | 257,260 | 1.93% | $29.96 | 13F |
| NOW | SERVICENOW INC | 0.9% | 300,000 | $308,424,000 | -279,655 | -48.25% | $1028.08 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.82% | 2,682,000 | $280,269,000 | No Change | $104.5 | 13F | |
| XYZ | BLOCK INC | 0.79% | 3,944,440 | $267,945,809 | 2,059,573 | 109.27% | $67.93 | 13F |
| CSGP | COSTAR GROUP INC | 0.77% | 3,245,109 | $260,906,764 | No Change | $80.4 | 13F | |
| CRWD | CROWDSTRIKE HLDGS INC | 0.75% | 500,000 | $254,655,000 | -400,000 | -44.44% | $509.31 | 13F |
| WDAY | WORKDAY INC | 0.7% | 1,000,000 | $240,000,000 | -880,237 | -46.82% | $240 | 13F |
| AMAT | APPLIED MATLS INC | 0.48% | 895,200 | $163,884,264 | No Change | $183.07 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 0.47% | 2,339,500 | $160,068,590 | No Change | $68.42 | 13F | |
| NU | NU HLDGS LTD | 0.44% | 11,032,555 | $151,366,654 | No Change | $13.72 | 13F | |
| ESTC | ELASTIC N V | 0.42% | 1,690,700 | $142,576,731 | No Change | $84.33 | 13F | |
| BULL | WEBULL CORP | 0.41% | 11,724,137 | $140,220,679 | 11,724,137 | New | $11.96 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.4% | 438,800 | $136,892,436 | No Change | $311.97 | 13F | |
| NVO | NOVO-NORDISK A S | 0.26% | 1,269,000 | $87,586,380 | No Change | $69.02 | 13F | |
| ZG | ZILLOW GROUP INC | 0.2% | 1,004,643 | $68,807,999 | 102,000 | 11.3% | $68.49 | 13F |
| RERE | ATRENEW INC | 0.1% | 9,831,218 | $32,541,332 | -1,650,000 | -14.37% | $3.31 | 13F |
| HNGE | HINGE HEALTH INC | 0.08% | 552,008 | $28,566,414 | 552,008 | New | $51.75 | 13F |
| CRCL | CIRCLE INTERNET GROUP INC | 0.07% | 125,000 | $22,661,250 | 125,000 | New | $181.29 | 13F |
| ZKH | ZKH GROUP LTD | 0.07% | 7,996,846 | $24,550,317 | -198,607 | -2.42% | $3.07 | 13F |
| UBER | UBER TECHNOLOGIES INC | 0.04% | 151,178 | $14,104,907 | No Change | $93.3 | 13F | |
| JD | JD.COM INC | 0.03% | 344,309 | $11,238,246 | No Change | $32.64 | 13F | |
| DASH | DOORDASH INC | 0.02% | 25,337 | $6,245,824 | -2,170,676 | -98.85% | $246.51 | 13F |
| ETOR | ETORO GROUP LTD | 0.02% | 80,000 | $5,327,200 | 80,000 | New | $66.59 | 13F |
| PONY | PONY AI INC | 0.01% | 370,000 | $4,884,000 | No Change | $13.2 | 13F | |
| TFIN | TRIUMPH FINANCIAL INC | 0.00707% | 43,708 | $2,408,748 | 43,708 | New | $55.11 | 13F |
| MNTN | MNTN INC | 0.00128% | 20,000 | $437,400 | 20,000 | New | $21.87 | 13F |
| PDD | PDD HOLDINGS INC | -4,415,681 | Exited | 13F | ||||
| TTAN | SERVICETITAN INC | -1,301,398 | Exited | 13F |