| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 7.75% | 1,625,000 | $290,436,250 | -225,000 | -12.16% | $178.73 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.9% | 925,000 | $258,343,250 | -150,000 | -13.95% | $279.29 | 13F |
| PLNT | PLANET FITNESS INC | 6.44% | 2,325,000 | $241,335,000 | -150,000 | -6.06% | $103.8 | 13F |
| MSFT | MICROSOFT CORP | 6.15% | 445,000 | $230,487,750 | -55,000 | -11% | $517.95 | 13F |
| CPNG | COUPANG INC | 6.02% | 7,000,000 | $225,400,000 | -300,000 | -4.11% | $32.2 | 13F |
| USFD | US FOODS HLDG CORP | 5.16% | 2,525,000 | $193,465,500 | -225,000 | -8.18% | $76.62 | 13F |
| HD | HOME DEPOT INC | 5.14% | 475,000 | $192,465,250 | -50,000 | -9.52% | $405.19 | 13F |
| AMZN | AMAZON COM INC | 4.98% | 850,000 | $186,634,500 | -325,000 | -27.66% | $219.57 | 13F |
| FLUT | FLUTTER ENTMT PLC | 2.71% | 400,000 | $101,600,000 | -125,000 | -23.81% | $254 | 13F |
| DT | DYNATRACE INC | 2.59% | 2,000,000 | $96,900,000 | -150,000 | -6.98% | $48.45 | 13F |
| APP | APPLOVIN CORP | 1.73% | 90,000 | $64,668,600 | -10,000 | -10% | $718.54 | 13F |