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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | 6.69% | 2,025,000 | $172,165,500 | 900,000 | 80% | $85.02 | 13F |
| BURL | BURLINGTON STORES INC | 6.32% | 500,000 | $162,690,000 | 25,000 | 5.26% | $325.38 | 13F |
| CPNG | COUPANG INC | 5.8% | 7,900,000 | $149,152,000 | 650,000 | 8.97% | $18.88 | 13F |
| SE | SEA LTD | 4.27% | 1,325,000 | $109,723,250 | 250,000 | 23.26% | $82.81 | 13F |
| TWLO | TWILIO INC | 3.42% | 700,000 | $88,074,000 | 150,000 | 27.27% | $125.82 | 13F |