| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC | 12.8% | 9,233,515 | $627,232,674 | -1,690 | -0.02% | $67.93 | 13F |
| CPNG | COUPANG INC | 12.78% | 20,893,452 | $625,967,822 | -4,889,029 | -18.96% | $29.96 | 13F |
| NVDA | NVIDIA CORPORATION | 10.28% | 3,187,000 | $503,514,130 | 3,187,000 | New | $157.99 | 13F |
| FLUT | FLUTTER ENTMT PLC | 9.82% | 1,683,408 | $481,050,670 | No Change | $285.76 | 13F | |
| PDD | PDD HOLDINGS INC | 7.55% | 3,535,608 | $370,036,733 | -1,028,464 | -22.53% | $104.66 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 6.88% | 10,056,015 | $337,278,743 | 1,708,655 | 20.47% | $33.54 | 13F |
| INSP | INSPIRE MED SYS INC | 6.24% | 2,354,411 | $305,531,915 | 1,056,808 | 81.44% | $129.77 | 13F |
| DDOG | DATADOG INC | 6.18% | 2,254,563 | $302,855,448 | 1,982,763 | 729.49% | $134.33 | 13F |
| CHYM | CHIME FINL INC | 6.02% | 8,548,884 | $295,021,987 | 8,548,884 | New | $34.51 | 13F |
| DAY | DAYFORCE INC | 5.37% | 4,749,842 | $263,093,748 | 23,592 | 0.5% | $55.39 | 13F |
| SAIL | SAILPOINT INC | 3.73% | 8,000,000 | $182,880,000 | No Change | $22.86 | 13F | |
| DUOL | DUOLINGO INC | 3.12% | 372,441 | $152,708,259 | -883,420 | -70.34% | $410.02 | 13F |
| NU | NU HLDGS LTD | 2.77% | 9,908,598 | $135,945,965 | No Change | $13.72 | 13F | |
| TTAN | SERVICETITAN INC | 2.64% | 1,206,157 | $129,275,907 | -842,808 | -41.13% | $107.18 | 13F |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 1.77% | 9,196,301 | $86,537,192 | No Change | $9.41 | 13F | |
| JAMF | JAMF HLDG CORP | 0.84% | 4,328,286 | $41,162,000 | -4,490,303 | -50.92% | $9.51 | 13F |
| OSCR | OSCAR HEALTH INC | 0.59% | 1,346,154 | $28,861,542 | -5,571,294 | -80.54% | $21.44 | 13F |
| ROOT | ROOT INC | 0.4% | 154,320 | $19,748,330 | No Change | $127.97 | 13F | |
| GTM | ZOOMINFO TECHNOLOGIES INC | 0.14% | 670,000 | $6,780,400 | No Change | $10.12 | 13F | |
| HNGE | HINGE HEALTH INC | 0.07% | 69,283 | $3,585,395 | 69,283 | New | $51.75 | 13F |
| TEAM | ATLASSIAN CORPORATION | -1,111,717 | Exited | 13F | ||||
| DT | DYNATRACE INC | -1,198,790 | Exited | 13F | ||||
| INTU | INTUIT | -646,123 | Exited | 13F | ||||
| KRMN | KARMAN HLDGS INC | -900,000 | Exited | 13F | ||||
| RBLX | ROBLOX CORP | -1,754,755 | Exited | 13F |