| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.20% | 1,276,550 | $280,062,305 | No Change | $219.39 | 13F | |
| NYT | NEW YORK TIMES CO | 9.02% | 3,699,259 | $207,084,519 | No Change | $55.98 | 13F | |
| GOOG | ALPHABET INC | 5.76% | 745,380 | $132,222,958 | No Change | $177.39 | 13F | |
| CRM | SALESFORCE INC | 4.02% | 338,650 | $92,346,469 | No Change | $272.69 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 2.74% | 918,205 | $62,823,586 | No Change | $68.42 | 13F | |
| HLF | HERBALIFE LTD (PRN) | 2.37% | 59,525,000 | $54,391,564 | No Change | $0.91 | 13F |