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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 12.63% | 386,123 | $372,608,695 | 92,123 | 31.33% | $965 | 13F |
| LIN | LINDE PLC | 7.69% | 436,859 | $226,703,609 | 83,917 | 23.78% | $518.94 | 13F |
| ADI | ANALOG DEVICES INC | 7.63% | 566,948 | $225,174,737 | 77,803 | 15.91% | $397.17 | 13F |
| AMZN | AMAZON COM INC | 7.62% | 942,732 | $224,690,745 | 775,993 | 465.39% | $238.34 | 13F |
| UNP | UNION PAC CORP | 7.03% | 762,465 | $207,390,480 | 38,563 | 5.33% | $272 | 13F |
| NU | NU HLDGS LTD | 6.36% | 14,036,736 | $187,530,793 | 2,914,333 | 26.2% | $13.36 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.28% | 403,160 | $185,102,851 | 55,217 | 15.87% | $459.13 | 13F |
| CPNG | COUPANG INC | 3.99% | 6,771,181 | $117,615,414 | 699,144 | 11.51% | $17.37 | 13F |
| NVDA | NVIDIA CORPORATION | 2.65% | 390,320 | $78,099,129 | 207,632 | 113.65% | $200.09 | 13F |
| CVNA | CARVANA CO | 1.78% | 795,635 | $52,368,696 | 397,628 | 99.9% | $65.82 | 13F |