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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | 6.58% | 347,943 | $168,721,040 | 347,943 | New | $484.91 | 13F |
| ADI | ANALOG DEVICES INC | 6.07% | 489,145 | $155,616,590 | 489,145 | New | $318.14 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4.49% | 294,000 | $115,177,440 | 294,000 | New | $391.76 | 13F |
| CPNG | COUPANG INC | 4.47% | 6,072,037 | $114,640,059 | 6,072,037 | New | $18.88 | 13F |
| AMAT | APPLIED MATLS INC | 3.82% | 286,566 | $97,945,393 | 286,566 | New | $341.79 | 13F |
| ROKU | ROKU INC | 0.2% | 53,189 | $5,032,743 | 53,189 | New | $94.62 | 13F |