| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 6.4% | 2,819,001 | $2,070,217,954 | -4,714,524 | -62.58% | $734.38 | 13F |
| RDDT | REDDIT INC | 3.32% | 4,672,515 | $1,074,631,725 | -1,476,469 | -24.01% | $229.99 | 13F |
| Z | ZILLOW GROUP INC | 1.2% | 5,045,144 | $388,728,345 | -1,183,943 | -19.01% | $77.05 | 13F |
| SHW | SHERWIN WILLIAMS CO | 0.35% | 329,175 | $113,980,136 | -875,000 | -72.66% | $346.26 | 13F |
| ZG | ZILLOW GROUP INC | 0.18% | 783,043 | $58,289,721 | -221,600 | -22.06% | $74.44 | 13F |