| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.87% | 1,175,000 | $257,783,250 | -425,000 | -26.56% | $219.39 | 13F |
| USFD | US FOODS HLDG CORP | 5.65% | 2,750,000 | $211,777,500 | -125,000 | -4.35% | $77.01 | 13F |
| Z | ZILLOW GROUP INC | 4.58% | 2,450,000 | $171,622,500 | -600,000 | -19.67% | $70.05 | 13F |
| META | META PLATFORMS INC | 4.53% | 230,000 | $169,760,700 | -45,000 | -16.36% | $738.09 | 13F |
| WIX | WIX COM LTD | 4.44% | 1,050,000 | $166,383,000 | -400,000 | -27.59% | $158.46 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC (Put) | 1.45% | 400,000 | $54,528,000 | -100,000 | -20% | $136.32 | 13F |
| APP | APPLOVIN CORP | 0.93% | 100,000 | $35,008,000 | -80,000 | -44.44% | $350.08 | 13F |