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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 11.18% | 1,325,001 | $315,800,738 | 375,000 | 39.47% | $238.34 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 7.92% | 2,350,000 | $223,579,000 | 325,000 | 16.05% | $95.14 | 13F |
| HD | HOME DEPOT INC | 7.49% | 600,000 | $211,608,000 | 100,000 | 20% | $352.68 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 5.85% | 360,000 | $165,286,800 | 150,000 | 71.43% | $459.13 | 13F |
| SE | SEA LTD | 5.26% | 1,550,000 | $148,536,500 | 225,000 | 16.98% | $95.83 | 13F |
| PLNT | PLANET FITNESS MASTER ISSUER | 5.13% | 2,775,000 | $144,771,750 | 250,000 | 9.9% | $52.17 | 13F |
| MSFT | MICROSOFT CORP | 4.69% | 355,000 | $132,422,100 | 40,000 | 12.7% | $373.02 | 13F |
| META | META PLATFORMS INC | 4.39% | 220,000 | $123,923,800 | 10,000 | 4.76% | $563.29 | 13F |
| VFC | V F CORP | 1.92% | 3,250,000 | $54,210,000 | 850,000 | 35.42% | $16.68 | 13F |