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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | 2.99% | 2,149,877 | $716,489,508 | 397,731 | 22.7% | $333.27 | 13F |
| CPNG | COUPANG INC | 2.64% | 36,467,972 | $633,448,674 | 1,872,565 | 5.41% | $17.37 | 13F |
| INTC | INTEL CORP | 2.48% | 4,252,690 | $593,803,105 | 2,613,990 | 159.52% | $139.63 | 13F |
| RDDT | REDDIT INC | 1.83% | 2,528,819 | $438,952,402 | 28,819 | 1.15% | $173.58 | 13F |
| XYZ | BLOCK INC | 1.45% | 4,576,007 | $347,776,532 | 576,007 | 14.4% | $76 | 13F |
| MELI | MERCADOLIBRE INC | 1.08% | 153,126 | $259,914,541 | 18,120 | 13.42% | $1697.39 | 13F |