| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 15.47% | 1,818,009 | $417,887,549 | No Change | $229.86 | 13F | |
| AMZN | AMAZON COM INC | 10.37% | 1,276,550 | $280,292,084 | No Change | $219.57 | 13F | |
| NYT | NEW YORK TIMES CO | 7.86% | 3,699,259 | $212,337,467 | No Change | $57.4 | 13F | |
| GOOG | ALPHABET INC | 6.72% | 745,380 | $181,537,299 | No Change | $243.55 | 13F | |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.27% | 293,380 | $142,295,168 | No Change | $485.02 | 13F | |
| CRM | SALESFORCE INC | 2.97% | 338,650 | $80,260,050 | No Change | $237 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 2.48% | 918,205 | $66,955,509 | No Change | $72.92 | 13F | |
| HLF | HERBALIFE LTD (PRN) | 2.08% | 59,525,000 | $56,230,291 | No Change | $0.94 | 13F | |
| VEEV | VEEVA SYS INC | 1.71% | 155,100 | $46,205,841 | No Change | $297.91 | 13F |