| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | 25.77% | 2,034,454 | $1,813,349,539 | -47,057 | -2.26% | $891.32 | 13F |
| META | META PLATFORMS INC | 7.04% | 845,988 | $495,334,434 | -218,567 | -20.53% | $585.51 | 13F |
| PDD | PDD HOLDINGS INC | 5.6% | 4,064,381 | $394,204,313 | -287,136 | -6.6% | $96.99 | 13F |
| TEAM | ATLASSIAN CORPORATION | 4.52% | 1,305,595 | $317,755,711 | -465,384 | -26.28% | $243.38 | 13F |