| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 7.89% | 1,850,000 | $295,889,000 | 350,000 | 23.33% | $159.94 | 13F |
| PLNT | PLANET FITNESS INC | 7.2% | 2,475,000 | $269,898,750 | 175,000 | 7.61% | $109.05 | 13F |
| MSFT | MICROSOFT CORP | 6.63% | 500,000 | $248,705,000 | 65,000 | 14.94% | $497.41 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.49% | 1,075,000 | $243,476,750 | 75,000 | 7.5% | $226.49 | 13F |
| CPNG | COUPANG INC | 5.83% | 7,300,000 | $218,708,000 | 300,000 | 4.29% | $29.96 | 13F |
| HD | HOME DEPOT INC | 5.13% | 525,000 | $192,486,000 | 125,000 | 31.25% | $366.64 | 13F |
| BURL | BURLINGTON STORES INC | 4.65% | 750,000 | $174,480,000 | 50,000 | 7.14% | $232.64 | 13F |
| FLUT | FLUTTER ENTMT PLC | 4% | 525,000 | $150,024,000 | 75,000 | 16.67% | $285.76 | 13F |
| AAP | ADVANCE AUTO PARTS INC | 0.87% | 700,000 | $32,543,000 | 100,000 | 16.67% | $46.49 | 13F |