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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | 17.80% | 3,829,608 | $472,037,482 | No Change | $123.26 | 13F | |
| VSTS | VESTIS CORPORATION | 5.87% | 19,813,963 | $155,737,749 | No Change | $7.86 | 13F | |
| IAC | IAC INC | 5.06% | 3,355,075 | $134,303,652 | No Change | $40.03 | 13F | |
| CX | CEMEX SAB DE CV | 3.71% | 8,600,275 | $98,387,146 | No Change | $11.44 | 13F | |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 3.47% | 1,005,434 | $92,137,972 | No Change | $91.64 | 13F | |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 0.11% | 32,322 | $3,041,823 | No Change | $94.11 | 13F | |
| NVDA | NVIDIA CORPORATION | 0.11% | 16,250 | $2,834,000 | No Change | $174.4 | 13F | |
| CRM | SALESFORCE INC | 0.10% | 14,500 | $2,706,715 | No Change | $186.67 | 13F | |
| META | META PLATFORMS INC | 0.05% | 2,400 | $1,373,112 | No Change | $572.13 | 13F | |
| TSLA | TESLA INC | 0.04% | 2,850 | $1,059,488 | No Change | $371.75 | 13F | |
| FLYXWS | FLYEXCLUSIVE INC | 0.00182% | 200,827 | $48,198 | No Change | $0.24 | 13F |