| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.84% | 2,281,000 | $425,588,980 | 123,000 | 5.7% | $186.58 | 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 |
| 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 |
| SNOW | SNOWFLAKE INC | 3.71% | 893,000 | $201,416,150 | 265,000 | 42.2% | $225.55 | 13F |