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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.44% | 2,941,700 | $701,124,778 | 57,100 | 1.98% | $238.34 | 13F |
| RKT | ROCKET COS INC | 11.65% | 41,668,774 | $656,283,191 | 13,454,050 | 47.68% | $15.75 | 13F |
| BLK | BLACKROCK INC | 9.93% | 581,700 | $559,339,452 | 35,600 | 6.52% | $961.56 | 13F |
| TOST | TOAST INC | 6.98% | 14,134,038 | $393,208,937 | 1,238,600 | 9.6% | $27.82 | 13F |
| KKR | KKR & CO INC | 5.8% | 3,558,200 | $326,571,596 | 278,500 | 8.49% | $91.78 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.29% | 526,800 | $241,869,684 | 168,300 | 46.95% | $459.13 | 13F |
| CBRE | CBRE GROUP INC | 2.37% | 992,391 | $133,665,144 | 757,800 | 323.03% | $134.69 | 13F |