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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 21.66% | 3,728,387 | $650,230,693 | 1,080,000 | 40.78% | $174.4 | 13F |
| CPNG | COUPANG INC | 17.52% | 27,852,856 | $525,861,921 | 6,276,300 | 29.09% | $18.88 | 13F |
| META | META PLATFORMS INC | 13.58% | 712,800 | $407,814,264 | 712,800 | New | $572.13 | 13F |
| CVNA | CARVANA CO | 13.12% | 1,252,960 | $393,905,565 | 273,500 | 27.92% | $314.38 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 11.42% | 11,115,629 | $342,917,155 | -249,399 | -2.19% | $30.85 | 13F |
| XYZ | BLOCK INC | 5.85% | 2,918,392 | $175,628,831 | -2,059,763 | -41.38% | $60.18 | 13F |
| SAIL | SAILPOINT INC | 3.53% | 8,000,000 | $105,920,000 | No Change | $13.24 | 13F | |
| CHYM | CHIME FINL INC | 2.69% | 4,308,999 | $80,707,551 | -4,239,885 | -49.6% | $18.73 | 13F |
| KLAR | KLARNA GROUP PLC | 2.53% | 5,803,764 | $75,971,268 | -2,479,852 | -29.94% | $13.09 | 13F |
| NU | NU HLDGS LTD | 2.37% | 4,954,299 | $71,193,277 | No Change | $14.37 | 13F | |
| TTAN | SERVICETITAN INC | 2.12% | 1,000,885 | $63,516,162 | No Change | $63.46 | 13F | |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 1.84% | 9,196,301 | $55,177,806 | No Change | $6 | 13F | |
| DDOG | DATADOG INC | 1.07% | 271,800 | $32,085,990 | No Change | $118.05 | 13F | |
| ROOT | ROOT INC | 0.23% | 154,320 | $6,816,314 | No Change | $44.17 | 13F | |
| WLTH | WEALTHFRONT CORP | 0.2% | 654,338 | $6,052,627 | No Change | $9.25 | 13F | |
| OSCR | OSCAR HEALTH INC | 0.14% | 365,573 | $4,193,122 | -291,862 | -44.39% | $11.47 | 13F |
| GTM | ZOOMINFO TECHNOLOGIES INC | 0.13% | 670,000 | $4,006,600 | No Change | $5.98 | 13F | |
| DAY | DAYFORCE INC | -4,749,842 | Exited | 13F | ||||
| EXE | EXPAND ENERGY CORPORATION | -1,319,618 | Exited | 13F | ||||
| CRK | COMSTOCK RES INC | -4,298,202 | Exited | 13F | ||||
| DUOL | DUOLINGO INC | -1,159,887 | Exited | 13F | ||||
| FIG | FIGMA INC | -431,165 | Exited | 13F | ||||
| GEMI | GEMINI SPACE STA INC | -810,000 | Exited | 13F | ||||
| JAMF | JAMF HLDG CORP | -4,328,286 | Exited | 13F | ||||
| MDLN | MEDLINE INC | -525,000 | Exited | 13F | ||||
| MELI | MERCADOLIBRE INC | -160,193 | Exited | 13F | ||||
| NAVN | NAVAN INC | -2,095,507 | Exited | 13F | ||||
| PDD | PDD HOLDINGS INC | -1,835,428 | Exited | 13F |