| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 13.1% | 968,000 | $710,879,840 | No Change | $734.38 | 13F | |
| PANW | PALO ALTO NETWORKS INC | 7.07% | 1,885,000 | $383,823,700 | No Change | $203.62 | 13F | |
| TTAN | SERVICETITAN INC | 2.28% | 1,229,285 | $123,948,807 | No Change | $100.83 | 13F | |
| CHYM | CHIME FINL INC | 1.64% | 4,420,841 | $89,168,363 | No Change | $20.17 | 13F | |
| CART | MAPLEBEAR INC | 0.19% | 280,037 | $10,294,160 | No Change | $36.76 | 13F |