| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 7.44% | 11,043,441 | $2,424,808,340 | 357,900 | 3.35% | $219.57 | 13F |
| AVGO | BROADCOM INC | 2.93% | 2,889,614 | $953,312,555 | 186,400 | 6.9% | $329.91 | 13F |
| FLUT | FLUTTER ENTMT PLC | 2.85% | 3,658,192 | $929,180,768 | 204,800 | 5.93% | $254 | 13F |
| GEV | GE VERNOVA INC | 2.18% | 1,154,594 | $709,959,851 | 56,800 | 5.17% | $614.9 | 13F |
| CPAY | CORPAY INC | 1.57% | 1,771,146 | $510,196,317 | 269,500 | 17.95% | $288.06 | 13F |
| CPNG | COUPANG INC | 1.57% | 15,837,579 | $509,970,044 | 2,252,000 | 16.58% | $32.2 | 13F |
| XYZ | BLOCK INC | 0.98% | 4,423,312 | $319,672,758 | 478,872 | 12.14% | $72.27 | 13F |