| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | -1,000,000 | Exited | 13F | ||||
| CSGP | COSTAR GROUP INC | -1,500,000 | Exited | 13F | ||||
| FIG | FIGMA INC | -60,000 | Exited | 13F | ||||
| FIGR | FIGURE TECHNOLOGY SOLUTIO | -200,000 | Exited | 13F | ||||
| LITE | LUMENTUM HLDGS INC | -136,800 | Exited | 13F | ||||
| NFLX | NETFLIX INC. | -2,439,000 | Exited | 13F | ||||
| NTSK | NETSKOPE INC | -500,000 | Exited | 13F | ||||
| PAYP | PAYPAY CORP | -400,000 | Exited | 13F | ||||
| PCOR | PROCORE TECHNOLOGIES INC | -2,339,500 | Exited | 13F | ||||
| RVI | ROBINHOOD VENTURES FD I | -400,000 | Exited | 13F | ||||
| XNDU | XANADU QUANTUM TECHNOLO LTD | -500,000 | Exited | 13F | ||||
| ZG | ZILLOW GROUP INC | -1,023,733 | Exited | 13F | ||||
| Z | ZILLOW GROUP INC | -7,368,957 | Exited | 13F | ||||
| ZS | ZSCALER INC | -1,579,766 | Exited | 13F | ||||
| BLSH | BULLISH | -100,000 | Exited | 13F | ||||
| ETOR | ETORO GROUP LTD | -80,000 | Exited | 13F | ||||
| KLAR | KLARNA GROUP PLC | -175,000 | Exited | 13F |