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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | 68.32% | 75,137 | $35,557,834 | 7,899 | 11.75% | $473.24 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 18.65% | 314,615 | $9,705,873 | -42,215 | -11.83% | $30.85 | 13F |
| AFRM | AFFIRM HLDGS INC | 11.86% | 134,741 | $6,173,833 | -9,305 | -6.46% | $45.82 | 13F |
| NAVN | NAVAN INC | 0.94% | 37,000 | $489,880 | 37,000 | New | $13.24 | 13F |
| GBTG | GLOBAL BUSINESS TRAVEL GROUP | 0.23% | 21,100 | $117,738 | 3,244 | 18.17% | $5.58 | 13F |
| APPN | APPIAN CORP | -248,450 | Exited | 13F | ||||
| CPNG | COUPANG INC | -180,974 | Exited | 13F | ||||
| TBBB | BBB FOODS INC | -48,420 | Exited | 13F |