| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | 25.69% | 646,222 | $247,567,648 | 169,201 | 35.47% | $383.1 | 13F |
| TOST | TOAST INC | 14.26% | 3,101,915 | $137,383,815 | -502,564 | -13.94% | $44.29 | 13F |
| APPN | APPIAN CORP | 12.87% | 4,260,396 | $124,020,128 | -3,454,939 | -44.78% | Form 4 | |
| BILL | BILL HOLDINGS INC | 12.38% | 2,579,611 | $119,332,805 | -218,014 | -7.79% | $46.26 | 13F |
| FND | FLOOR & DECOR HOLDINGS INC | 11.69% | 1,482,936 | $112,643,819 | -149,545 | -9.16% | $75.96 | 13F |
| UNH | UNITEDHEALTH GROUP INC. | 9.29% | 286,929 | $89,513,240 | 286,929 | New | $311.97 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 6.93% | 1,991,885 | $66,807,823 | -319,316 | -13.82% | $33.54 | 13F |
| AFRM | AFFIRM HLDGS INC | 6.89% | 959,582 | $66,345,499 | -153,845 | -13.82% | $69.14 | 13F |