| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | 19.82% | 1,518,454 | $1,820,504,869 | -116,000 | -7.1% | $1198.92 | 13F |
| TPR | TAPESTRY INC | 6.22% | 5,045,999 | $571,308,007 | -286,825 | -5.38% | $113.22 | 13F |
| META | META PLATFORMS INC | 5.95% | 743,500 | $546,011,530 | -71,354 | -8.76% | $734.38 | 13F |
| PDD | PDD HOLDINGS INC | 3.82% | 2,654,394 | $350,831,255 | -1,409,987 | -34.69% | $132.17 | 13F |
| BURL | BURLINGTON STORES INC | 3.2% | 1,153,720 | $293,621,742 | -318,417 | -21.63% | $254.5 | 13F |
| MDB | MONGODB INC | 1.82% | 539,727 | $167,520,466 | -856,991 | -61.36% | $310.38 | 13F |