| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 16.52% | 7,465,139 | $4,370,913,536 | No Change | $585.51 | 13F | |
| MSFT | MICROSOFT CORP | 8.51% | 5,344,165 | $2,252,565,548 | No Change | $421.5 | 13F | |
| APO | APOLLO GLOBAL MGMT INC | 7.66% | 12,272,324 | $2,026,897,032 | -12,869 | -0.1% | $165.16 | 13F |
| GOOGL | ALPHABET INC | 7.38% | 10,308,800 | $1,951,455,840 | No Change | $189.3 | 13F | |
| SE | SEA LTD | 6.43% | 16,041,335 | $1,701,985,644 | No Change | $106.1 | 13F | |
| AMZN | AMAZON COM INC | 5.32% | 6,415,488 | $1,407,493,912 | No Change | $219.39 | 13F | |
| NVDA | NVIDIA CORPORATION | 4.91% | 9,683,550 | $1,300,403,930 | No Change | $134.29 | 13F | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.06% | 5,839,256 | $1,074,890,244 | No Change | $184.08 | 13F | |
| LLY | ELI LILLY & CO | 3.82% | 1,309,960 | $1,011,289,120 | 340,160 | 35.08% | $772 | 13F |
| FLUT | FLUTTER ENTMT PLC | 3.3% | 3,377,392 | $872,886,962 | No Change | $258.45 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.71% | 3,634,980 | $717,872,200 | No Change | $197.49 | 13F | |
| NOW | SERVICENOW INC | 2.32% | 579,655 | $614,503,859 | No Change | $1060.12 | 13F | |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.13% | 1,261,461 | $564,352,422 | 1,258,900 | 49156.6% | $447.38 | 13F |
| WDAY | WORKDAY INC | 1.83% | 1,880,237 | $485,157,553 | No Change | $258.03 | 13F | |
| GRAB | GRAB HOLDINGS LIMITED | 1.66% | 92,923,788 | $438,600,279 | No Change | $4.72 | 13F | |
| AVGO | BROADCOM INC | 1.62% | 1,845,500 | $427,860,720 | No Change | $231.84 | 13F | |
| CPAY | CORPAY INC | 1.6% | 1,247,577 | $422,205,008 | No Change | $338.42 | 13F | |
| DASH | DOORDASH INC | 1.39% | 2,196,013 | $368,381,181 | No Change | $167.75 | 13F | |
| SHW | SHERWIN WILLIAMS CO | 1.29% | 1,004,305 | $341,393,399 | 476,500 | 90.28% | $339.93 | 13F |
| RDDT | REDDIT INC | 1.25% | 2,031,000 | $331,946,640 | 1,531,000 | 306.2% | $163.44 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 1.16% | 900,000 | $307,944,000 | No Change | $342.16 | 13F | |
| LRCX | LAM RESEARCH CORP | 1.08% | 3,957,700 | $285,864,671 | 3,957,700 | New | $72.23 | 13F |
| QCOM | QUALCOMM INC | 1.08% | 1,857,700 | $285,379,874 | No Change | $153.62 | 13F | |
| ZS | ZSCALER INC | 0.99% | 1,450,000 | $261,594,500 | 1,450,000 | New | $180.41 | 13F |
| PDD | PDD HOLDINGS INC | 0.96% | 2,628,681 | $254,955,770 | 2,628,681 | New | $96.99 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.94% | 2,682,000 | $248,514,120 | 225,000 | 9.16% | $92.66 | 13F |
| CSGP | COSTAR GROUP INC | 0.88% | 3,245,109 | $232,317,353 | 3,245,109 | New | $71.59 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.84% | 438,800 | $221,971,368 | -1,926,600 | -81.45% | $505.86 | 13F |
| CPNG | COUPANG INC | 0.67% | 8,120,013 | $178,477,886 | 6,125,955 | 307.21% | $21.98 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 0.66% | 2,339,500 | $175,298,735 | No Change | $74.93 | 13F | |
| ESTC | ELASTIC N V | 0.63% | 1,690,700 | $167,514,556 | No Change | $99.08 | 13F | |
| UBER | UBER TECHNOLOGIES INC | 0.59% | 2,597,878 | $156,704,001 | No Change | $60.32 | 13F | |
| AMAT | APPLIED MATLS INC | 0.55% | 895,200 | $145,586,376 | No Change | $162.63 | 13F | |
| DDOG | DATADOG INC | 0.53% | 979,400 | $139,946,466 | No Change | $142.89 | 13F | |
| TTAN | SERVICETITAN INC | 0.51% | 1,301,398 | $133,874,812 | 1,301,398 | New | $102.87 | 13F |
| NVO | NOVO-NORDISK A S | 0.41% | 1,269,000 | $109,159,380 | No Change | $86.02 | 13F | |
| TEAM | ATLASSIAN CORPORATION | 0.37% | 400,545 | $97,484,642 | No Change | $243.38 | 13F | |
| NU | NU HLDGS LTD | 0.35% | 8,878,859 | $91,984,979 | -9,554,254 | -51.83% | $10.36 | 13F |
| VEEV | VEEVA SYS INC | 0.3% | 378,000 | $79,474,500 | 378,000 | New | $210.25 | 13F |
| OKLO | OKLO INC | 0.25% | 3,056,992 | $64,899,940 | No Change | $21.23 | 13F | |
| ARM | ARM HOLDINGS PLC | 0.14% | 300,000 | $37,008,000 | No Change | $123.36 | 13F | |
| RERE | ATRENEW INC | 0.12% | 11,481,218 | $33,065,908 | No Change | $2.88 | 13F | |
| ZKH | ZKH GROUP LTD | 0.11% | 8,195,453 | $28,766,040 | No Change | $3.51 | 13F | |
| RBRK | RUBRIK INC. | 0.06% | 250,000 | $16,340,000 | No Change | $65.36 | 13F | |
| JD | JD.COM INC | 0.05% | 344,309 | $11,937,193 | No Change | $34.67 | 13F | |
| PONY | PONY AI INC | 0.02% | 370,000 | $5,309,500 | 370,000 | New | $14.35 | 13F |
| SARO | STANDARDAERO INC | 0.01% | 160,000 | $3,961,600 | 160,000 | New | $24.76 | 13F |
| KVYO | KLAVIYO INC | 0.00545% | 35,000 | $1,443,400 | No Change | $41.24 | 13F | |
| DDL | DINGDONG CAYMAN LTD | 0.00147% | 118,539 | $388,808 | No Change | $3.28 | 13F | |
| LRCX | LAM RESEARCH CORP | -353,183 | Exited | 13F | ||||
| TOST | TOAST INC | -78,521 | Exited | 13F | ||||
| ZI | ZOOMINFO TECHNOLOGIES INC | -9,359,311 | Exited | 13F | ||||
| STNE | STONECO LTD | -13,788 | Exited | 13F |