| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 13.1% | 968,000 | $710,879,840 | No Change | $734.38 | 13F | |
| NVDA | NVIDIA CORPORATION | 7.84% | 2,281,000 | $425,588,980 | 123,000 | 5.7% | $186.58 | 13F |
| PANW | PALO ALTO NETWORKS INC | 7.07% | 1,885,000 | $383,823,700 | No Change | $203.62 | 13F | |
| DASH | DOORDASH INC | 6.04% | 1,204,000 | $327,475,960 | 119,000 | 10.97% | $271.99 | 13F |
| MSFT | MICROSOFT CORP | 5.83% | 611,000 | $316,467,450 | 152,000 | 33.12% | $517.95 | 13F |
| AVGO | BROADCOM INC | 5.78% | 950,500 | $313,579,455 | -325,000 | -25.48% | $329.91 | 13F |
| ORCL | ORACLE CORP | 5.76% | 1,111,000 | $312,457,640 | -221,000 | -16.59% | $281.24 | 13F |
| NTSK | NETSKOPE INC | 5.75% | 13,730,921 | $312,103,834 | 13,730,921 | New | $22.73 | 13F |
| SE | SEA LTD | 5.61% | 1,704,000 | $304,555,920 | -51,000 | -2.91% | $178.73 | 13F |
| AMZN | AMAZON COM INC | 5.36% | 1,324,000 | $290,710,680 | 181,000 | 15.84% | $219.57 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.78% | 371,600 | $259,376,800 | 45,600 | 13.99% | $698 | 13F |
| NOW | SERVICENOW INC | 3.85% | 227,000 | $208,903,560 | -17,000 | -6.97% | $920.28 | 13F |
| SNOW | SNOWFLAKE INC | 3.71% | 893,000 | $201,416,150 | 265,000 | 42.2% | $225.55 | 13F |
| KLAR | KLARNA GROUP PLC | 3.56% | 5,266,524 | $193,018,105 | 5,266,524 | New | $36.65 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 3.5% | 541,000 | $190,031,660 | -68,000 | -11.17% | $351.26 | 13F |
| Z | ZILLOW GROUP INC | 2.47% | 1,739,000 | $133,989,950 | 1,739,000 | New | $77.05 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.33% | 453,000 | $126,518,370 | -103,000 | -18.53% | $279.29 | 13F |
| ASML | ASML HOLDING N V | 2.3% | 129,000 | $124,883,610 | 129,000 | New | $968.09 | 13F |
| TTAN | SERVICETITAN INC | 2.28% | 1,229,285 | $123,948,807 | No Change | $100.83 | 13F | |
| CHYM | CHIME FINL INC | 1.64% | 4,420,841 | $89,168,363 | No Change | $20.17 | 13F | |
| CVNA | CARVANA CO | 1.05% | 151,000 | $56,963,240 | 151,000 | New | $377.24 | 13F |
| CART | MAPLEBEAR INC | 0.19% | 280,037 | $10,294,160 | No Change | $36.76 | 13F | |
| BLSH | BULLISH | 0.12% | 100,000 | $6,361,000 | 100,000 | New | $63.61 | 13F |
| FIG | FIGMA INC | 0.06% | 60,000 | $3,112,200 | 60,000 | New | $51.87 | 13F |
| CPNG | COUPANG INC | -7,767,000 | Exited | 13F | ||||
| DT | DYNATRACE INC | -2,823,000 | Exited | 13F | ||||
| NU | NU HLDGS LTD | -1,176,507 | Exited | 13F |