| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 7.75% | 1,625,000 | $290,436,250 | -225,000 | -12.16% | $178.73 | 13F |
| WIX | WIX COM LTD | 7.47% | 1,575,000 | $279,767,250 | 525,000 | 50% | $177.63 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.9% | 925,000 | $258,343,250 | -150,000 | -13.95% | $279.29 | 13F |
| PLNT | PLANET FITNESS INC | 6.44% | 2,325,000 | $241,335,000 | -150,000 | -6.06% | $103.8 | 13F |
| MSFT | MICROSOFT CORP | 6.15% | 445,000 | $230,487,750 | -55,000 | -11% | $517.95 | 13F |
| CPNG | COUPANG INC | 6.02% | 7,000,000 | $225,400,000 | -300,000 | -4.11% | $32.2 | 13F |
| Z | ZILLOW GROUP INC | 5.51% | 2,681,250 | $206,590,313 | 231,250 | 9.44% | $77.05 | 13F |
| BURL | BURLINGTON STORES INC | 5.43% | 800,000 | $203,600,000 | 50,000 | 6.67% | $254.5 | 13F |
| USFD | US FOODS HLDG CORP | 5.16% | 2,525,000 | $193,465,500 | -225,000 | -8.18% | $76.62 | 13F |
| HD | HOME DEPOT INC | 5.14% | 475,000 | $192,465,250 | -50,000 | -9.52% | $405.19 | 13F |
| AMZN | AMAZON COM INC | 4.98% | 850,000 | $186,634,500 | -325,000 | -27.66% | $219.57 | 13F |
| META | META PLATFORMS INC | 4.7% | 240,000 | $176,251,200 | 10,000 | 4.35% | $734.38 | 13F |
| ADSK | AUTODESK INC | 3.82% | 450,000 | $142,951,500 | 25,000 | 5.88% | $317.67 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 3.14% | 1,125,000 | $117,506,250 | 25,000 | 2.27% | $104.45 | 13F |
| FLUT | FLUTTER ENTMT PLC | 2.71% | 400,000 | $101,600,000 | -125,000 | -23.81% | $254 | 13F |
| NTNX | NUTANIX INC | 2.68% | 1,350,000 | $100,426,500 | 450,000 | 50% | $74.39 | 13F |
| SN | SHARKNINJA INC | 2.68% | 975,000 | $100,571,250 | 125,000 | 14.71% | $103.15 | 13F |
| DT | DYNATRACE INC | 2.59% | 2,000,000 | $96,900,000 | -150,000 | -6.98% | $48.45 | 13F |
| QRVO | QORVO INC | 2.43% | 1,000,000 | $91,080,000 | 595,000 | 146.91% | $91.08 | 13F |
| MNDY | MONDAY COM LTD | 2.2% | 425,000 | $82,318,250 | 50,000 | 13.33% | $193.69 | 13F |
| NXST | NEXSTAR MEDIA GROUP INC | 1.98% | 375,000 | $74,152,500 | 375,000 | New | $197.74 | 13F |
| APP | APPLOVIN CORP | 1.73% | 90,000 | $64,668,600 | -10,000 | -10% | $718.54 | 13F |
| INOD | INNODATA INC (Put) | 1.23% | 600,000 | $46,242,000 | 600,000 | New | $77.07 | 13F |
| AAP | ADVANCE AUTO PARTS INC | 1.15% | 700,000 | $42,980,000 | No Change | $61.4 | 13F | |
| HNGE | HINGE HEALTH INC | -70,000 | Exited | 13F | ||||
| PLTR | PALANTIR TECHNOLOGIES INC (Put) | -400,000 | Exited | 13F | ||||
| SE | SEA LTD (Call) | -1,000,000 | Exited | 13F | ||||
| UBER | UBER TECHNOLOGIES INC (Put) | -250,000 | Exited | 13F |