| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 18.81% | 7,644,898 | $1,426,385,069 | -607,262 | -7.36% | $186.58 | 13F |
| META | META PLATFORMS INC | 18.07% | 1,865,938 | $1,370,307,549 | -11,363 | -0.61% | $734.38 | 13F |
| SNOW | SNOWFLAKE INC | 7.22% | 2,428,384 | $547,722,012 | -397,246 | -14.06% | $225.55 | 13F |
| UBER | UBER TECHNOLOGIES INC | 7.22% | 5,588,792 | $547,533,952 | -364,312 | -6.12% | $97.97 | 13F |
| HOOD | ROBINHOOD MKTS INC | 4.9% | 2,596,875 | $371,820,563 | -648,582 | -19.98% | $143.18 | 13F |
| CPNG | COUPANG INC | 4.26% | 10,024,584 | $322,791,605 | -1,408,114 | -12.32% | $32.2 | 13F |
| CFLT | CONFLUENT INC | 2.95% | 11,281,793 | $223,379,502 | -4,271,183 | -27.46% | $19.8 | 13F |
| Z | ZILLOW GROUP INC | 2.22% | 2,187,421 | $168,540,788 | -200,351 | -8.39% | $77.05 | 13F |
| CART | MAPLEBEAR INC | 1.61% | 3,324,951 | $122,225,199 | -891,817 | -21.15% | $36.76 | 13F |
| MELI | MERCADOLIBRE INC | 1.17% | 37,841 | $88,432,147 | -8,698 | -18.69% | $2336.94 | 13F |