| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 9.77% | 2,095,319 | $733,529,275 | -698,440 | -25% | $350.08 | 13F |
| NFLX | NETFLIX INC | 6.99% | 392,000 | $524,938,960 | -187,000 | -32.3% | $1339.13 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 5.84% | 2,897,162 | $438,282,667 | -243,920 | -7.77% | $151.28 | 13F |
| UBER | UBER TECHNOLOGIES INC | 5.25% | 4,222,221 | $393,933,220 | -1,407,407 | -25% | $93.3 | 13F |
| TWLO | TWILIO INC | 4.74% | 2,859,363 | $355,590,382 | -421,000 | -12.83% | $124.36 | 13F |
| AFRM | AFFIRM HLDGS INC | 3.37% | 3,661,975 | $253,188,952 | -1,395,064 | -27.59% | $69.14 | 13F |
| WBD | WARNER BROS DISCOVERY INC | 2.57% | 16,803,525 | $192,568,397 | -5,601,175 | -25% | $11.46 | 13F |
| NTNX | NUTANIX INC | 2.49% | 2,441,481 | $186,626,808 | -1,661,512 | -40.5% | $76.44 | 13F |
| MDB | MONGODB INC | 1.47% | 526,000 | $110,454,740 | -395,000 | -42.89% | $209.99 | 13F |