| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 12.77% | 1,014,874 | $584,932,779 | 803,374 | 379.85% | $576.36 | 13F |
| V | VISA INC | 10.04% | 1,312,950 | $460,136,457 | 939,350 | 251.43% | $350.46 | 13F |
| LLYVK | LIBERTY MEDIA CORP DEL | 5.81% | 3,903,888 | $266,010,928 | 735,100 | 23.2% | $68.14 | 13F |
| LLYVA | LIBERTY MEDIA CORP DEL | 2.43% | 1,658,648 | $111,527,492 | 390,200 | 30.76% | $67.24 | 13F |
| AMZN | AMAZON COM INC | 2.34% | 563,100 | $107,135,406 | 26,200 | 4.88% | $190.26 | 13F |