| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WIX | WIX COM LTD | 7.47% | 1,575,000 | $279,767,250 | 525,000 | 50% | $177.63 | 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 |
| 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 |
| 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 |
| 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 |