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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.52% | 725,000 | $245,013,750 | -200,000 | -21.62% | $337.95 | 13F |
| PLNT | PLANET FITNESS MASTER ISSUER | 7.3% | 2,525,000 | $187,809,500 | -225,000 | -8.18% | $74.38 | 13F |
| META | META PLATFORMS INC | 4.67% | 210,000 | $120,147,300 | -10,000 | -4.55% | $572.13 | 13F |
| MSFT | MICROSOFT CORP | 4.53% | 315,000 | $116,603,550 | -225,000 | -41.67% | $370.17 | 13F |
| Z | ZILLOW GROUP INC | 3.94% | 2,450,000 | $101,381,000 | -475,000 | -16.24% | $41.38 | 13F |
| ADSK | AUTODESK INC | 3.26% | 350,000 | $83,790,000 | -50,000 | -12.5% | $239.4 | 13F |
| NTNX | NUTANIX INC | 1.92% | 1,300,000 | $49,413,000 | -300,000 | -18.75% | $38.01 | 13F |
| NXST | NEXSTAR MEDIA GROUP INC | 1.76% | 250,000 | $45,207,500 | -75,000 | -23.08% | $180.83 | 13F |
| WIX | WIX COM LTD | 1.23% | 350,000 | $31,524,500 | -1,200,000 | -77.42% | $90.07 | 13F |
| APP | APPLOVIN CORP | 1.16% | 75,000 | $29,850,000 | -25,000 | -25% | $398 | 13F |