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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | 15.59% | 988,000 | $698,012,120 | No Change | $706.49 | 13F | |
| META | META PLATFORMS INC | 13.74% | 1,738,000 | $615,182,480 | No Change | $353.96 | 13F | |
| MSFT | MICROSOFT CORP | 12.6% | 1,500,000 | $564,060,000 | 158,000 | 11.77% | $376.04 | 13F |
| SHOP | SHOPIFY INC | 8.66% | 4,977,000 | $387,708,300 | -926,000 | -15.69% | $77.9 | 13F |
| AMZN | AMAZON COM INC | 7.7% | 2,268,000 | $344,599,920 | -789,870 | -25.83% | $151.94 | 13F |
| HUBS | HUBSPOT INC | 6.27% | 484,000 | $280,981,360 | 35,000 | 7.8% | $580.54 | 13F |
| NU | NU HLDGS LTD | 6.23% | 33,500,000 | $279,055,000 | 2,457,169 | 7.92% | $8.33 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 4.63% | 1,406,000 | $207,258,460 | No Change | $147.41 | 13F | |
| PDD | PDD HOLDINGS INC | 4.17% | 1,276,000 | $186,691,560 | 1,153,182 | 938.94% | $146.31 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 4.14% | 680,000 | $185,211,600 | No Change | $272.37 | 13F | |
| LRCX | LAM RESEARCH CORP | 4.11% | 235,000 | $184,066,100 | No Change | $783.26 | 13F | |
| NVDA | NVIDIA CORPORATION | 4.01% | 363,000 | $179,764,860 | No Change | $495.22 | 13F | |
| CPNG | COUPANG INC | 3.13% | 8,653,000 | $140,092,070 | 2,999,182 | 53.05% | $16.19 | 13F |
| PANW | PALO ALTO NETWORKS INC | 2.58% | 392,000 | $115,592,960 | No Change | $294.88 | 13F | |
| SQ | BLOCK INC | 1.57% | 910,500 | $70,427,175 | No Change | $77.35 | 13F | |
| GLBE | GLOBAL E ONLINE LTD | 0.26% | 298,272 | $11,820,519 | 3,272 | 1.11% | $39.63 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.21% | 90,772 | $9,440,288 | No Change | $104 | 13F | |
| BZ | KANZHUN LIMITED | 0.15% | 415,100 | $6,894,811 | No Change | $16.61 | 13F | |
| CART | MAPLEBEAR INC | 0.15% | 280,037 | $6,572,468 | No Change | $23.47 | 13F | |
| FRSH | FRESHWORKS INC | 0.08% | 150,000 | $3,523,500 | No Change | $23.49 | 13F | |
| ZI | ZOOMINFO TECHNOLOGIES INC | 0.02% | 50,000 | $924,500 | No Change | $18.49 | 13F | |
| AMAT | APPLIED MATLS INC | -517,000 | Exited | 13F | ||||
| DASH | DOORDASH INC | -133,298 | Exited | 13F | ||||
| SE | SEA LTD | -2,254,816 | Exited | 13F | ||||
| TSLA | TESLA INC | -290,000 | Exited | 13F | ||||
| TWLO | TWILIO INC | -868,100 | Exited | 13F |