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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 4.73% | 8,943,151 | $645,337,776 | 8,943,151 | New | $72.16 | 13F |
| MA | MASTERCARD INCORPORATED | 4.69% | 1,245,051 | $639,458,194 | 1,245,051 | New | $513.6 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.02% | 1,148,449 | $548,464,789 | 1,148,449 | New | $477.57 | 13F |
| NFLX | NETFLIX INC. | 3.66% | 6,990,345 | $499,110,633 | 6,990,345 | New | $71.4 | 13F |
| GEV | GE VERNOVA INC | 3.53% | 409,835 | $481,498,748 | 409,835 | New | $1174.86 | 13F |
| APP | APPLOVIN CORP | 2.63% | 696,568 | $358,892,731 | 696,568 | New | $515.23 | 13F |
| TJX | TJX COS INC NEW | 2.52% | 2,272,592 | $344,297,688 | 2,272,592 | New | $151.5 | 13F |
| NXT | NEXTPOWER INC | 2.49% | 2,856,092 | $340,274,801 | 2,856,092 | New | $119.14 | 13F |
| VEEV | VEEVA SYS INC | 1.06% | 816,785 | $144,954,834 | 816,785 | New | $177.47 | 13F |
| YUM | YUM BRANDS INC | 0.65% | 556,107 | $88,899,265 | 556,107 | New | $159.86 | 13F |
| FICO | FAIR ISAAC CORP | 0.16% | 17,953 | $21,449,885 | 17,953 | New | $1194.78 | 13F |
| IDCC | INTERDIGITAL INC | 0.13% | 60,324 | $17,079,534 | 60,324 | New | $283.13 | 13F |
| ORLY | OREILLY AUTOMOTIVE INC | 0.11% | 162,691 | $14,982,214 | 162,691 | New | $92.09 | 13F |