| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 44.80% | 3,609,288 | $1,216,185,684 | No Change | $336.96 | 13F | |
| APP | APPLOVIN CORP | 26.52% | 2,057,024 | $720,122,962 | No Change | $350.08 | 13F | |
| GXO | GXO LOGISTICS INCORPORATED | 6.46% | 3,600,000 | $175,320,000 | -653,997 | -15.37% | $48.7 | 13F |
| CIGI | COLLIERS INTL GROUP INC | 6.27% | 1,301,133 | $170,357,780 | No Change | $130.93 | 13F | |
| W | WAYFAIR INC | 5.65% | 3,000,000 | $153,420,000 | 819,615 | 37.59% | $51.14 | 13F |
| CNM | CORE & MAIN INC | 5.45% | 2,450,000 | $147,857,500 | No Change | $60.35 | 13F | |
| CMPR | Cimpress plc | 3.73% | 2,076,777 | $101,346,718 | 17,873 | 0.87% | 13D | |
| QXO | QXO INC | 0.65% | 813,009 | $17,512,214 | No Change | $21.54 | 13F | |
| DKNG | DRAFTKINGS INC NEW | 0.47% | 300,000 | $12,867,000 | No Change | $42.89 | 13F |