| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| QRVO | Qorvo, Inc. | 13.47% | 7,514,022 | $692,266,847 | 3,151 | 0.04% | 13D | |
| BILL | BILL Holdings, Inc. | 8.20% | 8,639,900 | $425,601,474 | 1,615,052 | 22.99% | 13D | |
| RIOT | RIOT PLATFORMS INC | 3.23% | 8,818,000 | $167,806,540 | 4,141,100 | 88.54% | $19.03 | 13F |
| TRIP | TRIPADVISOR INC | 2.98% | 9,510,484 | $154,640,470 | 1,011,430 | 11.9% | $16.26 | 13F |