| 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 | |
| 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 | |
| BURL | BURLINGTON STORES INC | 4.06% | 1,270,421 | $302,779,437 | No Change | $238.33 | 13F | |
| UAL | UNITED AIRLS HLDGS INC | 2.69% | 2,901,113 | $200,321,853 | No Change | $69.05 | 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 | |
| GLBE | GLOBAL E ONLINE LTD | 0.08% | 163,357 | $5,823,677 | No Change | $35.65 | 13F |