| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 15.67% | 2,095,319 | $1,505,570,515 | No Change | $718.54 | 13F | |
| NVDA | NVIDIA CORPORATION | 5.09% | 2,619,012 | $488,655,259 | No Change | $186.58 | 13F | |
| LYV | LIVE NATION ENTERTAINMENT IN | 4.93% | 2,897,162 | $473,396,272 | No Change | $163.4 | 13F | |
| FWONK | LIBERTY MEDIA CORP DEL | 4.19% | 3,854,396 | $402,591,662 | No Change | $104.45 | 13F | |
| DOCU | DOCUSIGN INC | 3.57% | 4,754,753 | $342,770,143 | No Change | $72.09 | 13F | |
| NTNX | NUTANIX INC | 1.89% | 2,441,481 | $181,621,772 | No Change | $74.39 | 13F | |
| MSGE | MADISON SQUARE GARDEN ENTMT | 1.36% | 2,885,724 | $130,550,154 | No Change | $45.24 | 13F | |
| AD | ARRAY DIGITAL INFRASTRUCTURE | 0.95% | 1,815,844 | $90,810,358 | No Change | $50.01 | 13F |