| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 7.53% | 16,041,335 | $2,565,651,120 | No Change | $159.94 | 13F | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.16% | 5,839,256 | $1,418,063,320 | No Change | $242.85 | 13F | |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.84% | 1,261,461 | $967,969,484 | No Change | $767.34 | 13F | |
| APO | APOLLO GLOBAL MGMT INC | 2.58% | 6,209,496 | $880,941,198 | No Change | $141.87 | 13F | |
| VEEV | VEEVA SYS INC | 2.05% | 2,420,500 | $697,055,590 | No Change | $287.98 | 13F | |
| GRAB | GRAB HOLDINGS LIMITED | 1.37% | 92,923,788 | $467,406,654 | No Change | $5.03 | 13F | |
| SHW | SHERWIN WILLIAMS CO | 1.21% | 1,204,175 | $413,465,528 | No Change | $343.36 | 13F | |
| FWONK | LIBERTY MEDIA CORP DEL | 0.82% | 2,682,000 | $280,269,000 | No Change | $104.5 | 13F | |
| CSGP | COSTAR GROUP INC | 0.77% | 3,245,109 | $260,906,764 | No Change | $80.4 | 13F | |
| AMAT | APPLIED MATLS INC | 0.48% | 895,200 | $163,884,264 | No Change | $183.07 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 0.47% | 2,339,500 | $160,068,590 | No Change | $68.42 | 13F | |
| NU | NU HLDGS LTD | 0.44% | 11,032,555 | $151,366,654 | No Change | $13.72 | 13F | |
| ESTC | ELASTIC N V | 0.42% | 1,690,700 | $142,576,731 | No Change | $84.33 | 13F | |
| UNH | UNITEDHEALTH GROUP INC | 0.4% | 438,800 | $136,892,436 | No Change | $311.97 | 13F | |
| NVO | NOVO-NORDISK A S | 0.26% | 1,269,000 | $87,586,380 | No Change | $69.02 | 13F | |
| UBER | UBER TECHNOLOGIES INC | 0.04% | 151,178 | $14,104,907 | No Change | $93.3 | 13F | |
| JD | JD.COM INC | 0.03% | 344,309 | $11,238,246 | No Change | $32.64 | 13F | |
| PONY | PONY AI INC | 0.01% | 370,000 | $4,884,000 | No Change | $13.2 | 13F |