| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 14.98% | 968,000 | $714,471,120 | No Change | $738.09 | 13F | |
| PANW | PALO ALTO NETWORKS INC | 8.09% | 1,885,000 | $385,746,400 | No Change | $204.64 | 13F | |
| AVGO | BROADCOM INC | 7.37% | 1,275,500 | $351,591,575 | 68,500 | 5.68% | $275.65 | 13F |
| NVDA | NVIDIA CORPORATION | 7.15% | 2,158,000 | $340,942,420 | -178,000 | -7.62% | $157.99 | 13F |
| ORCL | ORACLE CORP | 6.11% | 1,332,000 | $291,215,160 | 1,332,000 | New | $218.63 | 13F |
| SE | SEA LTD | 5.89% | 1,755,000 | $280,694,700 | -405,000 | -18.75% | $159.94 | 13F |
| DASH | DOORDASH INC | 5.61% | 1,085,000 | $267,463,350 | 1,085,000 | New | $246.51 | 13F |
| AMZN | AMAZON COM INC | 5.26% | 1,143,000 | $250,762,770 | -547,000 | -32.37% | $219.39 | 13F |
| NOW | SERVICENOW INC | 5.26% | 244,000 | $250,851,520 | -191,000 | -43.91% | $1028.08 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 5.25% | 326,000 | $250,152,840 | 326,000 | New | $767.34 | 13F |
| CPNG | COUPANG INC | 4.88% | 7,767,000 | $232,699,320 | No Change | $29.96 | 13F | |
| MSFT | MICROSOFT CORP | 4.79% | 459,000 | $228,311,190 | 459,000 | New | $497.41 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 3.94% | 609,000 | $187,663,350 | 609,000 | New | $308.15 | 13F |
| DT | DYNATRACE INC | 3.27% | 2,823,000 | $155,857,830 | 2,823,000 | New | $55.21 | 13F |
| CHYM | CHIME FINL INC | 3.2% | 4,420,841 | $152,563,223 | 4,420,841 | New | $34.51 | 13F |
| SNOW | SNOWFLAKE INC | 2.95% | 628,000 | $140,527,560 | 628,000 | New | $223.77 | 13F |
| TTAN | SERVICETITAN INC | 2.76% | 1,229,285 | $131,754,766 | No Change | $107.18 | 13F | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.64% | 556,000 | $125,928,440 | -245,000 | -30.59% | $226.49 | 13F |
| NU | NU HLDGS LTD | 0.34% | 1,176,507 | $16,141,676 | -3,800,000 | -76.36% | $13.72 | 13F |
| CART | MAPLEBEAR INC | 0.27% | 280,037 | $12,668,874 | No Change | $45.24 | 13F | |
| TEAM | ATLASSIAN CORPORATION | -996,000 | Exited | 13F | ||||
| RDDT | REDDIT INC | -1,612,000 | Exited | 13F | ||||
| SHOP | SHOPIFY INC | -3,386,000 | Exited | 13F |