| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | 6.11% | 1,332,000 | $291,215,160 | 1,332,000 | New | $218.63 | 13F |
| DASH | DOORDASH INC | 5.61% | 1,085,000 | $267,463,350 | 1,085,000 | New | $246.51 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 5.25% | 326,000 | $250,152,840 | 326,000 | New | $767.34 | 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 |