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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| RBLX | ROBLOX CORP | 6.57% | 13,063,442 | $710,389,976 | 6,461,768 | 97.88% | $54.38 | 13F |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 6.47% | 2,573,808 | $699,947,086 | 67,967 | 2.71% | $271.95 | 13F |
| META | META PLATFORMS INC | 3.79% | 727,009 | $409,516,900 | 7,280 | 1.01% | $563.29 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 3.7% | 2,942,727 | $400,181,445 | 30,243 | 1.04% | $135.99 | 13F |
| KMX | CARMAX INC | 2.9% | 5,922,862 | $313,260,171 | 271,188 | 4.8% | $52.89 | 13F |
| PLNT | PLANET FITNESS MASTER ISSUER | 2.37% | 4,917,311 | $256,536,115 | 30,789 | 0.63% | $52.17 | 13F |
| MDB | MONGODB INC | 2.29% | 738,611 | $248,099,435 | 211,669 | 40.17% | $335.9 | 13F |
| FIVE | FIVE BELOW INC | 1.84% | 1,105,109 | $198,687,547 | 382,283 | 52.89% | $179.79 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.04% | 245,475 | $112,704,937 | 928 | 0.38% | $459.13 | 13F |
| SNDK | SANDISK CORP | 0.74% | 35,374 | $80,430,925 | 279 | 0.79% | $2273.73 | 13F |
| WRBY | WARBY PARKER INC | 0.41% | 1,453,523 | $44,099,888 | 14,125 | 0.98% | $30.34 | 13F |
| TCOM | TRIP COM GROUP LTD | 0.28% | 763,477 | $30,416,924 | 5,660 | 0.75% | $39.84 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.22% | 61,945 | $23,955,990 | 2,377 | 3.99% | $386.73 | 13F |
| CMCSA | COMCAST CORP NEW | 0.22% | 984,257 | $24,163,509 | 11,272 | 1.16% | $24.55 | 13F |
| CPNG | COUPANG INC | 0.18% | 1,127,533 | $19,585,248 | 10,634 | 0.95% | $17.37 | 13F |
| HSAI | HESAI GROUP | 0.09% | 563,130 | $10,260,229 | 3,424 | 0.61% | $18.22 | 13F |