| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD (Call) | 4.26% | 1,000,000 | $159,940,000 | No Change | $159.94 | 13F | |
| ADSK | AUTODESK INC | 3.51% | 425,000 | $131,567,250 | No Change | $309.57 | 13F | |
| DT | DYNATRACE INC | 3.17% | 2,150,000 | $118,701,500 | No Change | $55.21 | 13F | |
| MNDY | MONDAY COM LTD | 3.14% | 375,000 | $117,930,000 | No Change | $314.48 | 13F | |
| FWONK | LIBERTY MEDIA CORP DEL | 3.06% | 1,100,000 | $114,950,000 | No Change | $104.5 | 13F | |
| SN | SHARKNINJA INC | 2.24% | 850,000 | $84,141,500 | No Change | $98.99 | 13F | |
| NTNX | NUTANIX INC | 1.83% | 900,000 | $68,796,000 | No Change | $76.44 | 13F |