| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 10.42% | 6,551,368 | $3,393,281,056 | No Change | $517.95 | 13F | |
| SE | SEA LTD | 8.80% | 16,041,335 | $2,867,067,805 | No Change | $178.73 | 13F | |
| GOOGL | ALPHABET INC | 7.93% | 10,631,402 | $2,584,493,826 | No Change | $243.1 | 13F | |
| NVDA | NVIDIA CORPORATION | 6.71% | 11,709,752 | $2,184,805,528 | No Change | $186.58 | 13F | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.63% | 5,839,256 | $1,508,630,180 | No Change | $258.36 | 13F | |
| APP | APPLOVIN CORP | 4.42% | 2,002,989 | $1,439,227,716 | No Change | $718.54 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.93% | 4,578,374 | $1,278,694,074 | No Change | $279.29 | 13F | |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.70% | 1,261,461 | $880,499,778 | No Change | $698 | 13F | |
| APO | APOLLO GLOBAL MGMT INC | 2.54% | 6,209,496 | $827,539,532 | No Change | $133.27 | 13F | |
| VEEV | VEEVA SYS INC | 2.21% | 2,420,500 | $721,091,155 | No Change | $297.91 | 13F | |
| LRCX | LAM RESEARCH CORP | 2.16% | 5,260,328 | $704,357,919 | No Change | $133.9 | 13F | |
| GRAB | GRAB HOLDINGS LIMITED | 1.72% | 92,923,788 | $559,401,204 | No Change | $6.02 | 13F | |
| ZS | ZSCALER INC | 1.55% | 1,683,266 | $504,407,490 | No Change | $299.66 | 13F | |
| FWONK | LIBERTY MEDIA CORP DEL | 0.86% | 2,682,000 | $280,134,900 | No Change | $104.45 | 13F | |
| NOW | SERVICENOW INC | 0.85% | 300,000 | $276,084,000 | No Change | $920.28 | 13F | |
| CSGP | COSTAR GROUP INC | 0.84% | 3,245,109 | $273,789,846 | No Change | $84.37 | 13F | |
| CHYM | CHIME FINL INC | 0.77% | 12,470,768 | $251,535,391 | No Change | $20.17 | 13F | |
| WDAY | WORKDAY INC | 0.74% | 1,000,000 | $240,730,000 | No Change | $240.73 | 13F | |
| AMAT | APPLIED MATLS INC | 0.56% | 895,200 | $183,283,248 | No Change | $204.74 | 13F | |
| NU | NU HLDGS LTD | 0.54% | 11,032,555 | $176,631,206 | No Change | $16.01 | 13F | |
| BULL | WEBULL CORP | 0.53% | 11,724,137 | $173,399,986 | No Change | $14.79 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 0.52% | 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 | |
| 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 | |
| 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 | |
| ETOR | ETORO GROUP LTD | 0.01% | 80,000 | $3,301,600 | No Change | $41.27 | 13F | |
| TFIN | TRIUMPH FINANCIAL INC | 0.00671% | 43,708 | $2,187,148 | No Change | $50.04 | 13F | |
| MNTN | MNTN INC | 0.00114% | 20,000 | $371,000 | No Change | $18.55 | 13F |