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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | 14.27% | 988,000 | $753,251,200 | No Change | $762.4 | 13F | |
| META | META PLATFORMS INC | 13.09% | 1,423,000 | $690,980,340 | -315,000 | -18.12% | $485.58 | 13F |
| MSFT | MICROSOFT CORP | 11.95% | 1,500,000 | $631,080,000 | No Change | $420.72 | 13F | |
| NVDA | NVIDIA CORPORATION | 9.19% | 537,000 | $485,211,720 | 174,000 | 47.93% | $903.56 | 13F |
| AMZN | AMAZON COM INC | 7.75% | 2,268,000 | $409,101,840 | No Change | $180.38 | 13F | |
| SHOP | SHOPIFY INC | 7.75% | 5,302,000 | $409,155,340 | 325,000 | 6.53% | $77.17 | 13F |
| NU | NU HLDGS LTD | 7.57% | 33,500,000 | $399,655,000 | No Change | $11.93 | 13F | |
| HUBS | HUBSPOT INC | 5.74% | 484,000 | $303,255,040 | No Change | $626.56 | 13F | |
| AMD | ADVANCED MICRO DEVICES INC | 4.81% | 1,406,000 | $253,768,940 | No Change | $180.49 | 13F | |
| LRCX | LAM RESEARCH CORP | 4.32% | 235,000 | $228,318,950 | No Change | $971.57 | 13F | |
| CPNG | COUPANG INC | 2.92% | 8,653,000 | $153,936,870 | No Change | $17.79 | 13F | |
| PDD | PDD HOLDINGS INC | 2.81% | 1,276,000 | $148,335,000 | No Change | $116.25 | 13F | |
| CDNS | CADENCE DESIGN SYSTEM INC | 2.24% | 380,000 | $118,286,400 | -300,000 | -44.12% | $311.28 | 13F |
| PANW | PALO ALTO NETWORKS INC | 2.11% | 392,000 | $111,378,960 | No Change | $284.13 | 13F | |
| SQ | BLOCK INC | 1.46% | 910,500 | $77,010,090 | No Change | $84.58 | 13F | |
| FTNT | FORTINET INC | 0.97% | 753,000 | $51,437,430 | 753,000 | New | $68.31 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 0.62% | 900,000 | $32,715,000 | 601,728 | 201.74% | $36.35 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.23% | 90,772 | $12,349,531 | No Change | $136.05 | 13F | |
| CART | MAPLEBEAR INC | 0.2% | 280,037 | $10,442,580 | No Change | $37.29 | 13F | |
| FRSH | FRESHWORKS INC | -150,000 | Exited | 13F | ||||
| BZ | KANZHUN LIMITED | -415,100 | Exited | 13F | ||||
| ZI | ZOOMINFO TECHNOLOGIES INC | -50,000 | Exited | 13F |