| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 13.97% | 1,603,000 | $460,958,680 | No Change | $287.56 | 13F | |
| DASH | DOORDASH INC | 7.25% | 1,594,000 | $239,339,100 | No Change | $150.15 | 13F | |
| SE | SEA LTD | 4.45% | 1,775,000 | $146,987,750 | No Change | $82.81 | 13F | |
| NOW | SERVICENOW INC | 3.6% | 1,135,000 | $118,664,250 | No Change | $104.55 | 13F | |
| TTAN | SERVICETITAN INC | 2.36% | 1,229,285 | $78,010,426 | No Change | $63.46 | 13F | |
| KLAR | KLARNA GROUP PLC | 2.09% | 5,266,524 | $68,938,799 | No Change | $13.09 | 13F | |
| CART | MAPLEBEAR INC | 0.32% | 280,037 | $10,490,186 | No Change | $37.46 | 13F | |
| FIG | FIGMA INC | 0.04% | 60,000 | $1,268,400 | No Change | $21.14 | 13F |