| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HSIC | HENRY SCHEIN INC | 9.26% | 4,330,800 | $287,435,196 | 829,280 | 23.68% | $66.37 | 13F |
| MSFT | MICROSOFT CORP | 6.16% | 368,969 | $191,107,494 | 97,300 | 35.82% | $517.95 | 13F |
| AMZN | AMAZON COM INC | 5.15% | 728,799 | $160,022,396 | 64,480 | 9.71% | $219.57 | 13F |
| SN | SHARKNINJA INC | 4.61% | 1,388,046 | $143,176,945 | 130,121 | 10.34% | $103.15 | 13F |
| CVNA | CARVANA CO | 4.45% | 365,942 | $138,047,960 | 90,052 | 32.64% | $377.24 | 13F |
| CRM | SALESFORCE INC | 4.19% | 548,226 | $129,929,562 | 129,510 | 30.93% | $237 | 13F |
| FLUT | FLUTTER ENTMT PLC | 3.43% | 419,101 | $106,451,654 | 90,841 | 27.67% | $254 | 13F |