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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 5.9% | 2,365,400 | $1,383,002,072 | 17,800 | 0.76% | $584.68 | 13F |
| AMZN | AMAZON COM INC | 5.1% | 6,415,488 | $1,195,397,879 | 94,408 | 1.49% | $186.33 | 13F |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 3.83% | 5,839,256 | $897,552,040 | 195,714 | 3.47% | $153.71 | 13F |
| LLY | ELI LILLY & CO | 3.67% | 969,800 | $859,184,612 | 39,800 | 4.28% | $885.94 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.69% | 3,634,980 | $631,286,977 | 564,090 | 18.37% | $173.67 | 13F |
| CPAY | CORPAY INC | 1.66% | 1,247,577 | $390,192,183 | 200,977 | 19.2% | $312.76 | 13F |
| AVGO | BROADCOM INC | 1.36% | 1,845,500 | $318,348,750 | 1,663,200 | 912.34% | $172.5 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.81% | 2,457,000 | $190,245,510 | 93,000 | 3.93% | $77.43 | 13F |