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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | 10.46% | 2,950,568 | $260,417,132 | No Change | $88.26 | 13F | |
| AMZN | AMAZON COM INC | 9.88% | 1,032,200 | $246,014,548 | No Change | $238.34 | 13F | |
| GWRE | GUIDEWIRE SOFTWARE INC | 9.14% | 1,849,364 | $227,564,240 | No Change | $123.05 | 13F | |
| NYT | NEW YORK TIMES CO | 6.91% | 2,458,659 | $172,056,957 | No Change | $69.98 | 13F | |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 3.12% | 1,216,700 | $77,625,460 | No Change | $63.8 | 13F | |
| SPY | SPDR S&P 500 ETF TR (Put) | 3% | 100,000 | $74,677,000 | No Change | $746.77 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 1.5% | 918,205 | $37,297,487 | No Change | $40.62 | 13F | |
| BMA | BANCO MACRO SA | 1.23% | 332,111 | $30,750,157 | No Change | $92.59 | 13F | |
| GGAL | GRUPO FINANCIERO GALICIA S.A | 1.16% | 579,350 | $28,984,881 | No Change | $50.03 | 13F |