| 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 |
| 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 |
| 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 |
| RDDT | REDDIT INC | 2.72% | 6,148,984 | $925,852,521 | 2,899,384 | 89.22% | $150.57 | 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 |
| 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 |
| Z | ZILLOW GROUP INC | 1.28% | 6,229,087 | $436,347,544 | 1,014,087 | 19.45% | $70.05 | 13F |
| CPNG | COUPANG INC | 1.19% | 13,585,579 | $407,023,947 | 257,260 | 1.93% | $29.96 | 13F |
| XYZ | BLOCK INC | 0.79% | 3,944,440 | $267,945,809 | 2,059,573 | 109.27% | $67.93 | 13F |
| ZG | ZILLOW GROUP INC | 0.2% | 1,004,643 | $68,807,999 | 102,000 | 11.3% | $68.49 | 13F |