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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 7.69% | 950,001 | $197,856,708 | 950,001 | New | $208.27 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.96% | 210,000 | $101,831,100 | 210,000 | New | $484.91 | 13F |
| SMTC | SEMTECH CORP | 2.39% | 800,000 | $61,512,000 | 800,000 | New | $76.89 | 13F |
| FROG | JFROG LTD | 2.1% | 1,150,000 | $53,969,500 | 1,150,000 | New | $46.93 | 13F |
| MRVL | MARVELL TECHNOLOGY INC (Call) | 1.93% | 500,000 | $49,525,000 | 500,000 | New | $99.05 | 13F |
| SATS | ECHOSTAR CORP | 1.59% | 350,000 | $40,974,500 | 350,000 | New | $117.07 | 13F |
| VFC | V F CORP | 1.58% | 2,400,000 | $40,776,000 | 2,400,000 | New | $16.99 | 13F |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.72% | 28,370 | $18,450,146 | 28,370 | New | $650.34 | 13F |