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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 7.31% | 1,064,555 | $536,769,922 | No Change | $504.22 | 13F | |
| PDD | PDD HOLDINGS INC | 6.6% | 3,647,247 | $484,901,489 | No Change | $132.95 | 13F | |
| PLNT | PLANET FITNESS INC | 6.12% | 6,111,508 | $449,745,874 | No Change | $73.59 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.82% | 768,027 | $133,490,773 | No Change | $173.81 | 13F | |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.7% | 398,180 | $124,944,902 | No Change | $313.79 | 13F | |
| CMCSA | COMCAST CORP NEW | 0.52% | 969,699 | $37,973,413 | No Change | $39.16 | 13F | |
| TRIP | TRIPADVISOR INC | 0.31% | 1,293,952 | $23,045,285 | No Change | $17.81 | 13F | |
| CFLT | CONFLUENT INC | 0.21% | 516,375 | $15,248,554 | No Change | $29.53 | 13F | |
| SHOP | SHOPIFY INC | 0.00366% | 4,066 | $268,559 | No Change | $66.05 | 13F |