| 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 | |
| CIGI | COLLIERS INTL GROUP INC | 5.27% | 1,301,133 | $203,436,972 | No Change | $156.35 | 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 |