| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CART | MAPLEBEAR INC | 1.9% | 2,537,618 | $105,108,138 | 2,537,618 | New | $41.42 | 13F |
| FLUT | FLUTTER ENTMT PLC | 1.77% | 380,315 | $98,292,412 | 380,315 | New | $258.45 | 13F |
| TWLO | TWILIO INC | 1.14% | 582,915 | $63,001,453 | 582,915 | New | $108.08 | 13F |
| MU | MICRON TECHNOLOGY INC | 0.93% | 614,595 | $51,724,315 | 614,595 | New | $84.16 | 13F |
| TTAN | SERVICETITAN INC | 0.07% | 40,000 | $4,114,800 | 40,000 | New | $102.87 | 13F |