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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 12.83% | 10,631,402 | $3,057,165,959 | No Change | $287.56 | 13F | |
| NVDA | NVIDIA CORPORATION | 8.79% | 12,011,752 | $2,094,849,549 | 1,000,000 | 9.08% | $174.4 | 13F |
| AMZN | AMAZON COM INC | 8.74% | 10,000,000 | $2,082,700,000 | -11,379 | -0.11% | $208.27 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.89% | 5,565,074 | $1,880,716,758 | 1,839,600 | 49.38% | $337.95 | 13F |
| META | META PLATFORMS INC | 7.41% | 3,086,864 | $1,766,087,500 | 336,249 | 12.22% | $572.13 | 13F |
| SE | SEA LTD | 5.36% | 15,415,835 | $1,276,585,296 | No Change | $82.81 | 13F | |
| AVGO | BROADCOM INC | 4.66% | 3,584,814 | $1,109,535,781 | 709,200 | 24.66% | $309.51 | 13F |
| CBRS | Cerebras Systems Inc. | 4.11% | 3,496,222 | $977,963,218 | 3,496,222 | New | 13G | |
| MSFT | MICROSOFT CORP | 3.88% | 2,500,000 | $925,425,000 | -2,977,747 | -54.36% | $370.17 | 13F |
| GEV | GE VERNOVA INC | 3.57% | 972,994 | $849,326,463 | No Change | $872.9 | 13F | |
| LRCX | LAM RESEARCH CORP | 3.50% | 3,900,439 | $833,367,797 | No Change | $213.66 | 13F | |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.22% | 1,580,761 | $766,526,817 | 319,300 | 25.31% | $484.91 | 13F |
| CPNG | COUPANG INC | 2.74% | 34,595,407 | $653,161,284 | 8,328,148 | 31.71% | $18.88 | 13F |
| AMAT | APPLIED MATLS INC | 2.38% | 1,656,900 | $566,311,851 | 761,700 | 85.09% | $341.79 | 13F |
| CPAY | CORPAY INC | 2.14% | 1,752,146 | $509,856,965 | No Change | $290.99 | 13F | |
| APP | APPLOVIN CORP | 1.67% | 1,000,000 | $398,000,000 | -292,984 | -22.66% | $398 | 13F |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1.66% | 2,000,000 | $395,000,000 | -3,839,256 | -65.75% | $197.5 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 1.54% | 3,293,334 | $366,943,274 | -2,916,162 | -46.96% | $111.42 | 13F |
| RDDT | REDDIT INC | 1.41% | 2,500,000 | $336,625,000 | -1,343,915 | -34.96% | $134.65 | 13F |
| Z | ZILLOW GROUP INC | 1.28% | 7,368,957 | $304,927,441 | 1,312,000 | 21.66% | $41.38 | 13F |
| XYZ | BLOCK INC | 1.01% | 4,000,000 | $240,720,000 | -2,364,840 | -37.15% | $60.18 | 13F |
| MELI | MERCADOLIBRE INC | 0.98% | 135,006 | $233,428,074 | 135,006 | New | $1729.02 | 13F |
| NFLX | NETFLIX INC. | 0.98% | 2,439,000 | $234,509,850 | No Change | $96.15 | 13F | |
| FWONK | LIBERTY MEDIA CORP DEL | 0.96% | 2,682,000 | $228,023,640 | No Change | $85.02 | 13F | |
| ZS | ZSCALER INC | 0.93% | 1,579,766 | $221,625,372 | No Change | $140.29 | 13F | |
| CHYM | CHIME FINL INC | 0.87% | 11,081,780 | $207,561,740 | -3,110,719 | -21.92% | $18.73 | 13F |
| NU | NU HLDGS LTD | 0.67% | 11,032,555 | $158,537,818 | No Change | $14.37 | 13F | |
| NOW | SERVICENOW INC | 0.66% | 1,500,000 | $156,825,000 | -626,890 | -29.47% | $104.55 | 13F |
| WLTH | WEALTHFRONT CORP | 0.59% | 15,156,877 | $140,201,112 | No Change | $9.25 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 0.56% | 2,339,500 | $133,351,500 | No Change | $57 | 13F | |
| LITE | LUMENTUM HLDGS INC | 0.40% | 136,800 | $96,137,568 | 136,800 | New | $702.76 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.40% | 350,445 | $94,826,913 | -69,760 | -16.6% | $270.59 | 13F |
| EQPT | EQUIPMENTSHARE COM INC | 0.39% | 4,579,646 | $93,287,389 | 4,579,646 | New | $20.37 | 13F |
| SHW | SHERWIN WILLIAMS CO | 0.35% | 257,083 | $82,407,956 | No Change | $320.55 | 13F | |
| INTC | INTEL CORP | 0.30% | 1,638,700 | $72,315,831 | 1,638,700 | New | $44.13 | 13F |
| CSGP | COSTAR GROUP INC | 0.25% | 1,500,000 | $60,510,000 | -759,109 | -33.6% | $40.34 | 13F |
| RERE | ATRENEW INC | 0.19% | 9,831,218 | $46,108,412 | No Change | $4.69 | 13F | |
| ZG | ZILLOW GROUP INC | 0.18% | 1,023,733 | $42,372,309 | No Change | $41.39 | 13F | |
| BULL | WEBULL CORP | 0.14% | 6,724,137 | $32,275,858 | No Change | $4.8 | 13F | |
| PONY | PONY AI INC | 0.11% | 2,900,000 | $27,376,000 | No Change | $9.44 | 13F | |
| UBER | UBER TECHNOLOGIES INC | 0.05% | 151,178 | $10,874,234 | No Change | $71.93 | 13F | |
| JD | JD.COM INC | 0.04% | 344,309 | $10,181,217 | No Change | $29.57 | 13F | |
| PAYP | PAYPAY CORP | 0.04% | 400,000 | $8,536,000 | 400,000 | New | $21.34 | 13F |
| RVI | ROBINHOOD VENTURES FD I | 0.04% | 400,000 | $10,616,000 | 400,000 | New | $26.54 | 13F |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 0.03% | 200,000 | $6,790,000 | No Change | $33.95 | 13F | |
| DASH | DOORDASH INC | 0.02% | 25,337 | $3,804,351 | No Change | $150.15 | 13F | |
| NTSK | NETSKOPE INC | 0.02% | 500,000 | $4,245,000 | No Change | $8.49 | 13F | |
| XNDU | XANADU QUANTUM TECHNOLO LTD | 0.02% | 500,000 | $3,830,000 | 500,000 | New | $7.66 | 13F |
| BLSH | BULLISH | 0.01% | 100,000 | $3,573,000 | No Change | $35.73 | 13F | |
| ETOR | ETORO GROUP LTD | 0.01% | 80,000 | $2,402,400 | No Change | $30.03 | 13F | |
| KLAR | KLARNA GROUP PLC | 0.00962% | 175,000 | $2,290,750 | No Change | $13.09 | 13F | |
| FIG | FIGMA INC | 0.00532% | 60,000 | $1,268,400 | No Change | $21.14 | 13F | |
| ARX | ACCELERANT HOLDINGS | 0.00421% | 75,000 | $1,002,000 | No Change | $13.36 | 13F | |
| GEMI | GEMINI SPACE STA INC | 0.00130% | 70,000 | $309,400 | No Change | $4.42 | 13F | |
| MNTN | MNTN INC | 0.00074% | 20,000 | $176,000 | No Change | $8.8 | 13F | |
| CRCL | CIRCLE INTERNET GROUP INC | -500,000 | Exited | 13F | ||||
| HNGE | HINGE HEALTH INC | -1,805,751 | Exited | 13F | ||||
| VEEV | VEEVA SYS INC | -2,420,500 | Exited | 13F | ||||
| WDAY | WORKDAY INC | -1,000,000 | Exited | 13F | ||||
| FLUT | FLUTTER ENTMT PLC | -4,003,542 | Exited | 13F | ||||
| GRAB | GRAB HOLDINGS LIMITED | -92,923,788 | Exited | 13F | ||||
| ESTC | ELASTIC N V | -1,690,700 | Exited | 13F |