| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 38.29% | 2,057,024 | $1,478,054,025 | No Change | $718.54 | 13F | |
| CVNA | CARVANA CO | 35.27% | 3,609,288 | $1,361,567,805 | No Change | $377.24 | 13F | |
| W | WAYFAIR INC | 6.77% | 2,923,845 | $261,187,074 | -76,155 | -2.54% | $89.33 | 13F |
| CIGI | COLLIERS INTL GROUP INC | 5.27% | 1,301,133 | $203,436,972 | No Change | $156.35 | 13F | |
| GXO | GXO LOGISTICS INCORPORATED | 4.45% | 3,250,000 | $171,892,500 | -350,000 | -9.72% | $52.89 | 13F |
| CPAY | CORPAY INC | 3.17% | 425,000 | $122,425,500 | 425,000 | New | $288.06 | 13F |
| CMPR | Cimpress plc | 3.09% | 1,729,257 | $119,111,222 | -329,647 | -16.01% | 13D | |
| CNM | CORE & MAIN INC | 3.00% | 2,150,000 | $115,734,500 | -300,000 | -12.24% | $53.83 | 13F |
| QXO | QXO INC | 0.40% | 813,009 | $15,495,952 | No Change | $19.06 | 13F | |
| DKNG | DRAFTKINGS INC NEW | 0.29% | 300,000 | $11,220,000 | No Change | $37.4 | 13F |