| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 1.66% | 1,668,240 | $442,033,553 | 1,668,240 | New | $264.97 | 13F |
| Z | ZILLOW GROUP INC | 1.34% | 5,215,000 | $357,540,400 | 5,215,000 | New | $68.56 | 13F |
| GEV | GE VERNOVA INC | 1.21% | 1,055,294 | $322,160,152 | 1,055,294 | New | $305.28 | 13F |
| XYZ | BLOCK INC | 0.39% | 1,884,867 | $102,404,824 | 1,884,867 | New | $54.33 | 13F |
| ZG | ZILLOW GROUP INC | 0.23% | 902,643 | $60,350,711 | 902,643 | New | $66.86 | 13F |