| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 3.82% | 1,309,960 | $1,011,289,120 | 340,160 | 35.08% | $772 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.13% | 1,261,461 | $564,352,422 | 1,258,900 | 49156.6% | $447.38 | 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 |
| FWONK | LIBERTY MEDIA CORP DEL | 0.94% | 2,682,000 | $248,514,120 | 225,000 | 9.16% | $92.66 | 13F |
| CPNG | COUPANG INC | 0.67% | 8,120,013 | $178,477,886 | 6,125,955 | 307.21% | $21.98 | 13F |