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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC | 5.5% | 4,062,897 | $594,726,863 | -988,947 | -19.58% | $146.38 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 4.66% | 867,370 | $503,863,907 | -575,182 | -39.87% | $580.91 | 13F |
| NVDA | NVIDIA CORPORATION | 4.63% | 2,500,000 | $500,225,000 | -525 | -0.02% | $200.09 | 13F |
| BURL | BURLINGTON STORES INC | 3.15% | 1,075,291 | $340,652,189 | -81,578 | -7.05% | $316.8 | 13F |
| CLS | CELESTICA INC | 3.08% | 911,927 | $332,670,970 | -104,813 | -10.31% | $364.8 | 13F |
| TWLO | TWILIO INC | 2.05% | 1,075,683 | $221,945,673 | -988,725 | -47.89% | $206.33 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.15% | 261,301 | $124,789,519 | -248,772 | -48.77% | $477.57 | 13F |
| HUT | HUT 8 CORP | 1.07% | 1,000,000 | $115,445,000 | -2,084,905 | -67.58% | $115.45 | 13F |
| ABNB | AIRBNB INC | 0.83% | 627,405 | $89,781,656 | -1,149,146 | -64.68% | $143.1 | 13F |