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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 9.87% | 1,677,224 | $667,535,152 | -418,095 | -19.95% | $398 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 8.85% | 3,927,383 | $598,965,181 | -69,129 | -1.73% | $152.51 | 13F |
| GOOGL | ALPHABET INC | 4.75% | 1,118,000 | $321,492,080 | -218,000 | -16.32% | $287.56 | 13F |
| NVDA | NVIDIA CORPORATION | 4.25% | 1,647,012 | $287,238,893 | -3,416,000 | -67.47% | $174.4 | 13F |
| CORZ | CORE SCIENTIFIC INC NEW | 2.59% | 11,723,450 | $175,382,811 | -1,315,169 | -10.09% | $14.96 | 13F |
| DOCU | DOCUSIGN INC | 2.1% | 3,000,000 | $142,230,000 | -1,754,753 | -36.91% | $47.41 | 13F |