| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.15% | 2,158,000 | $340,942,420 | -178,000 | -7.62% | $157.99 | 13F |
| SE | SEA LTD | 5.89% | 1,755,000 | $280,694,700 | -405,000 | -18.75% | $159.94 | 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 |
| 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 |