| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | 25.77% | 2,034,454 | $1,813,349,539 | -47,057 | -2.26% | $891.32 | 13F |
| CAR | AVIS BUDGET GROUP | 19.62% | 17,130,882 | $1,380,920,398 | No Change | $80.61 | 13F | |
| SNAP | SNAP INC | 11.28% | 73,723,115 | $793,997,949 | 1,001,632 | 1.38% | $10.77 | 13F |
| META | META PLATFORMS INC | 7.04% | 845,988 | $495,334,434 | -218,567 | -20.53% | $585.51 | 13F |
| PLNT | PLANET FITNESS INC | 6.61% | 4,702,165 | $464,903,054 | No Change | $98.87 | 13F | |
| PDD | PDD HOLDINGS INC | 5.6% | 4,064,381 | $394,204,313 | -287,136 | -6.6% | $96.99 | 13F |
| BURL | BURLINGTON STORES INC | 5.15% | 1,270,421 | $362,146,210 | 123,973 | 10.81% | $285.06 | 13F |
| TEAM | ATLASSIAN CORPORATION | 4.52% | 1,305,595 | $317,755,711 | -465,384 | -26.28% | $243.38 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 4% | 2,901,113 | $281,698,072 | 1,034,600 | 55.43% | $97.1 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.53% | 398,180 | $178,137,768 | No Change | $447.38 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.16% | 768,027 | $151,677,652 | No Change | $197.49 | 13F | |
| UNH | UNITEDHEALTH GROUP INC | 2.1% | 291,979 | $147,700,497 | 50,286 | 20.81% | $505.86 | 13F |
| NVDA | NVIDIA CORPORATION | 1.03% | 540,235 | $72,548,158 | No Change | $134.29 | 13F | |
| VSCO | VICTORIAS SECRET AND CO | 0.53% | 893,542 | $37,010,510 | 893,542 | New | $41.42 | 13F |
| CMCSA | COMCAST CORP NEW | 0.52% | 969,699 | $36,392,803 | No Change | $37.53 | 13F | |
| DECK | DECKERS OUTDOOR CORP | 0.48% | 165,294 | $33,569,558 | 165,294 | New | $203.09 | 13F |
| HUM | HUMANA INC | 0.44% | 123,293 | $31,280,667 | 123,293 | New | $253.71 | 13F |
| TRIP | TRIPADVISOR INC | 0.27% | 1,293,952 | $19,111,671 | No Change | $14.77 | 13F | |
| WDC | WESTERN DIGITAL CORP | 0.24% | 285,837 | $17,044,460 | 285,837 | New | $59.63 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 0.13% | 163,357 | $8,907,857 | No Change | $54.53 | 13F | |
| ELV | ELEVANCE HEALTH INC | -193,569 | Exited | 13F | ||||
| FIVE | FIVE BELOW INC | -148,377 | Exited | 13F | ||||
| BEKE | KE HLDGS INC | -1,313,561 | Exited | 13F | ||||
| SHOP | SHOPIFY INC | -4,066 | Exited | 13F |