| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 6.79% | 2,684,000 | $652,480,400 | 2,684,000 | New | $243.1 | 13F |
| HPE | HEWLETT PACKARD ENTERPRISE C | 4.34% | 16,974,768 | $416,900,302 | 16,974,768 | New | $24.56 | 13F |
| INTU | INTUIT | 2.78% | 391,000 | $267,017,810 | 391,000 | New | $682.91 | 13F |
| CORZ | CORE SCIENTIFIC INC NEW | 2.18% | 11,699,823 | $209,894,825 | 11,699,823 | New | $17.94 | 13F |
| CFLT | CONFLUENT INC | 1.7% | 8,266,000 | $163,666,800 | 8,266,000 | New | $19.8 | 13F |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 0.94% | 621,000 | $90,423,810 | 621,000 | New | $145.61 | 13F |
| STUB | STUBHUB HLDGS INC | 0.01% | 75,000 | $1,263,000 | 75,000 | New | $16.84 | 13F |