| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | 25.44% | 2,034,454 | $1,897,189,389 | No Change | $932.53 | 13F | |
| CAR | AVIS BUDGET GROUP | 17.74% | 17,430,882 | $1,323,003,944 | 300,000 | 1.75% | $75.9 | 13F |
| SNAP | SNAP INC | 8.61% | 73,723,115 | $642,128,332 | No Change | $8.71 | 13F | |
| PDD | PDD HOLDINGS INC | 6.45% | 4,064,381 | $481,019,491 | No Change | $118.35 | 13F | |
| PLNT | PLANET FITNESS INC | 6.09% | 4,702,165 | $454,276,161 | No Change | $96.61 | 13F | |
| META | META PLATFORMS INC | 5.75% | 743,500 | $428,523,660 | -102,488 | -12.11% | $576.36 | 13F |
| TPR | TAPESTRY INC | 4.48% | 4,743,824 | $334,012,648 | 4,743,824 | New | $70.41 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 4.12% | 586,729 | $307,299,314 | 294,750 | 100.95% | $523.75 | 13F |
| BURL | BURLINGTON STORES INC | 4.06% | 1,270,421 | $302,779,437 | No Change | $238.33 | 13F | |
| MDB | MONGODB INC | 3.29% | 1,396,718 | $244,984,337 | 1,396,718 | New | $175.4 | 13F |
| TEAM | ATLASSIAN CORPORATION | 2.88% | 1,011,588 | $214,669,089 | -294,007 | -22.52% | $212.21 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 2.69% | 2,901,113 | $200,321,853 | No Change | $69.05 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.76% | 792,859 | $131,614,594 | 24,832 | 3.23% | $166 | 13F |
| HIMS | HIMS & HERS HEALTH INC | 1.59% | 4,000,000 | $118,200,000 | 4,000,000 | New | $29.55 | 13F |
| CVS | CVS HEALTH CORP | 1.11% | 1,217,492 | $82,485,083 | 1,217,492 | New | $67.75 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.09% | 147,109 | $80,914,363 | -251,071 | -63.05% | $550.03 | 13F |
| ELV | ELEVANCE HEALTH INC | 0.85% | 146,376 | $63,667,705 | 146,376 | New | $434.96 | 13F |
| TCOM | TRIP COM GROUP LTD | 0.64% | 756,185 | $48,078,242 | 756,185 | New | $63.58 | 13F |
| CMCSA | COMCAST CORP NEW | 0.48% | 969,699 | $35,781,893 | No Change | $36.9 | 13F | |
| HUM | HUMANA INC | 0.44% | 123,293 | $32,623,328 | No Change | $264.6 | 13F | |
| TRIP | TRIPADVISOR INC | 0.25% | 1,293,952 | $18,335,300 | No Change | $14.17 | 13F | |
| RGTI | RIGETTI COMPUTING INC | 0.13% | 1,215,490 | $9,626,681 | 1,215,490 | New | $7.92 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 0.08% | 163,357 | $5,823,677 | No Change | $35.65 | 13F | |
| DECK | DECKERS OUTDOOR CORP | -165,294 | Exited | 13F | ||||
| NVDA | NVIDIA CORPORATION | -540,235 | Exited | 13F | ||||
| VSCO | VICTORIAS SECRET AND CO | -893,542 | Exited | 13F | ||||
| WDC | WESTERN DIGITAL CORP | -285,837 | Exited | 13F |