| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CAR | AVIS BUDGET GROUP | 30.53% | 17,430,882 | $2,946,690,602 | No Change | $169.05 | 13F | |
| PDD | PDD HOLDINGS INC | 4.41% | 4,064,381 | $425,378,115 | No Change | $104.66 | 13F | |
| MDB | MONGODB INC | 3.04% | 1,396,718 | $293,296,813 | No Change | $209.99 | 13F | |
| UAL | UNITED AIRLS HLDGS INC | 2.39% | 2,901,113 | $231,015,628 | No Change | $79.63 | 13F | |
| HIMS | HIMS & HERS HEALTH INC | 2.07% | 4,000,000 | $199,400,000 | No Change | $49.85 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.86% | 792,859 | $179,574,635 | No Change | $226.49 | 13F | |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.17% | 147,109 | $112,882,620 | No Change | $767.34 | 13F | |
| ELV | ELEVANCE HEALTH INC | 0.59% | 146,376 | $56,934,409 | No Change | $388.96 | 13F | |
| TCOM | TRIP COM GROUP LTD | 0.46% | 756,185 | $44,342,688 | No Change | $58.64 | 13F | |
| CMCSA | COMCAST CORP NEW | 0.36% | 969,699 | $34,608,557 | No Change | $35.69 | 13F |