| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 6.23% | 814,854 | $601,435,589 | 71,354 | 9.6% | $738.09 | 13F |
| TPR | TAPESTRY INC | 4.85% | 5,332,824 | $468,275,275 | 589,000 | 12.42% | $87.81 | 13F |
| BURL | BURLINGTON STORES INC | 3.55% | 1,472,137 | $342,477,952 | 201,716 | 15.88% | $232.64 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 0.1% | 295,549 | $9,912,713 | 132,192 | 80.92% | $33.54 | 13F |