| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 10.49% | 6,551,368 | $3,393,281,056 | No Change | $517.95 | 13F | |
| SE | SEA LTD | 8.86% | 16,041,335 | $2,867,067,805 | No Change | $178.73 | 13F | |
| GOOGL | ALPHABET INC | 7.99% | 10,631,402 | $2,584,493,826 | No Change | $243.1 | 13F | |
| AMZN | AMAZON COM INC | 7.49% | 11,043,441 | $2,424,808,340 | 357,900 | 3.35% | $219.57 | 13F |
| NVDA | NVIDIA CORPORATION | 6.75% | 11,709,752 | $2,184,805,528 | No Change | $186.58 | 13F | |
| META | META PLATFORMS INC | 6.4% | 2,819,001 | $2,070,217,954 | -4,714,524 | -62.58% | $734.38 | 13F |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.66% | 5,839,256 | $1,508,630,180 | No Change | $258.36 | 13F | |
| APP | APPLOVIN CORP | 4.45% | 2,002,989 | $1,439,227,716 | No Change | $718.54 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.95% | 4,578,374 | $1,278,694,074 | No Change | $279.29 | 13F | |
| RDDT | REDDIT INC | 3.32% | 4,672,515 | $1,074,631,725 | -1,476,469 | -24.01% | $229.99 | 13F |
| AVGO | BROADCOM INC | 2.95% | 2,889,614 | $953,312,555 | 186,400 | 6.9% | $329.91 | 13F |
| FLUT | FLUTTER ENTMT PLC | 2.87% | 3,658,192 | $929,180,768 | 204,800 | 5.93% | $254 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.72% | 1,261,461 | $880,499,778 | No Change | $698 | 13F | |
| APO | APOLLO GLOBAL MGMT INC | 2.56% | 6,209,496 | $827,539,532 | No Change | $133.27 | 13F | |
| VEEV | VEEVA SYS INC | 2.23% | 2,420,500 | $721,091,155 | No Change | $297.91 | 13F | |
| GEV | GE VERNOVA INC | 2.19% | 1,154,594 | $709,959,851 | 56,800 | 5.17% | $614.9 | 13F |
| LRCX | LAM RESEARCH CORP | 2.18% | 5,260,328 | $704,357,919 | No Change | $133.9 | 13F | |
| GRAB | GRAB HOLDINGS LIMITED | 1.73% | 92,923,788 | $559,401,204 | No Change | $6.02 | 13F | |
| CPAY | CORPAY INC | 1.58% | 1,771,146 | $510,196,317 | 269,500 | 17.95% | $288.06 | 13F |
| CPNG | COUPANG INC | 1.58% | 15,837,579 | $509,970,044 | 2,252,000 | 16.58% | $32.2 | 13F |
| ZS | ZSCALER INC | 1.56% | 1,683,266 | $504,407,490 | No Change | $299.66 | 13F | |
| Z | ZILLOW GROUP INC | 1.2% | 5,045,144 | $388,728,345 | -1,183,943 | -19.01% | $77.05 | 13F |
| XYZ | BLOCK INC | 0.99% | 4,423,312 | $319,672,758 | 478,872 | 12.14% | $72.27 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.87% | 2,682,000 | $280,134,900 | No Change | $104.45 | 13F | |
| CSGP | COSTAR GROUP INC | 0.85% | 3,245,109 | $273,789,846 | No Change | $84.37 | 13F | |
| NOW | SERVICENOW INC | 0.85% | 300,000 | $276,084,000 | No Change | $920.28 | 13F | |
| CHYM | CHIME FINL INC | 0.78% | 12,470,768 | $251,535,391 | No Change | $20.17 | 13F | |
| NFLX | NETFLIX INC | 0.75% | 201,900 | $242,061,948 | 201,900 | New | $1198.92 | 13F |
| WDAY | WORKDAY INC | 0.74% | 1,000,000 | $240,730,000 | No Change | $240.73 | 13F | |
| AMAT | APPLIED MATLS INC | 0.57% | 895,200 | $183,283,248 | No Change | $204.74 | 13F | |
| NU | NU HLDGS LTD | 0.55% | 11,032,555 | $176,631,206 | No Change | $16.01 | 13F | |
| BULL | WEBULL CORP | 0.54% | 11,724,137 | $173,399,986 | No Change | $14.79 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 0.53% | 2,339,500 | $170,596,340 | No Change | $72.92 | 13F | |
| UNH | UNITEDHEALTH GROUP INC | 0.47% | 438,800 | $151,517,640 | No Change | $345.3 | 13F | |
| ESTC | ELASTIC N V | 0.44% | 1,690,700 | $142,847,243 | No Change | $84.49 | 13F | |
| SHW | SHERWIN WILLIAMS CO | 0.35% | 329,175 | $113,980,136 | -875,000 | -72.66% | $346.26 | 13F |
| MDB | MONGODB INC | 0.33% | 341,000 | $105,839,580 | 341,000 | New | $310.38 | 13F |
| ZG | ZILLOW GROUP INC | 0.18% | 783,043 | $58,289,721 | -221,600 | -22.06% | $74.44 | 13F |
| RERE | ATRENEW INC | 0.14% | 9,831,218 | $45,223,603 | No Change | $4.6 | 13F | |
| HNGE | HINGE HEALTH INC | 0.08% | 552,008 | $27,092,553 | No Change | $49.08 | 13F | |
| CRCL | CIRCLE INTERNET GROUP INC | 0.05% | 125,000 | $16,572,500 | No Change | $132.58 | 13F | |
| UBER | UBER TECHNOLOGIES INC | 0.05% | 151,178 | $14,810,909 | No Change | $97.97 | 13F | |
| JD | JD.COM INC | 0.04% | 344,309 | $12,043,929 | No Change | $34.98 | 13F | |
| NTSK | NETSKOPE INC | 0.04% | 500,000 | $11,365,000 | 500,000 | New | $22.73 | 13F |
| PONY | PONY AI INC | 0.03% | 370,000 | $8,321,300 | No Change | $22.49 | 13F | |
| DASH | DOORDASH INC | 0.02% | 25,337 | $6,891,411 | No Change | $271.99 | 13F | |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 0.02% | 200,000 | $7,274,000 | 200,000 | New | $36.37 | 13F |
| BLSH | BULLISH | 0.02% | 100,000 | $6,361,000 | 100,000 | New | $63.61 | 13F |
| KLAR | KLARNA GROUP PLC | 0.02% | 175,000 | $6,413,750 | 175,000 | New | $36.65 | 13F |
| ETOR | ETORO GROUP LTD | 0.01% | 80,000 | $3,301,600 | No Change | $41.27 | 13F | |
| FIG | FIGMA INC | 0.00962% | 60,000 | $3,112,200 | 60,000 | New | $51.87 | 13F |
| TFIN | TRIUMPH FINANCIAL INC | 0.00676% | 43,708 | $2,187,148 | No Change | $50.04 | 13F | |
| GEMI | GEMINI SPACE STA INC | 0.00518% | 70,000 | $1,677,200 | 70,000 | New | $23.96 | 13F |
| ARX | ACCELERANT HOLDINGS | 0.00345% | 75,000 | $1,116,750 | 75,000 | New | $14.89 | 13F |
| VIA | VIA TRANSN INC | 0.00223% | 15,000 | $721,200 | 15,000 | New | $48.08 | 13F |
| MNTN | MNTN INC | 0.00115% | 20,000 | $371,000 | No Change | $18.55 | 13F | |
| CRWD | CROWDSTRIKE HLDGS INC | -500,000 | Exited | 13F | ||||
| LLY | ELI LILLY & CO | -1,511,160 | Exited | 13F | ||||
| NVO | NOVO-NORDISK A S | -1,269,000 | Exited | 13F | ||||
| ZKH | ZKH GROUP LTD | -7,996,846 | Exited | 13F |