| 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 | |
| CPNG | COUPANG INC | 4.88% | 7,767,000 | $232,699,320 | No Change | $29.96 | 13F | |
| TTAN | SERVICETITAN INC | 2.76% | 1,229,285 | $131,754,766 | No Change | $107.18 | 13F | |
| CART | MAPLEBEAR INC | 0.27% | 280,037 | $12,668,874 | No Change | $45.24 | 13F |