| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | 7.6% | 1,683,408 | $435,076,798 | No Change | $258.45 | 13F | |
| OSCR | OSCAR HEALTH INC | 2.23% | 9,487,894 | $127,517,295 | No Change | $13.44 | 13F | |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 1.88% | 9,196,301 | $107,872,611 | No Change | $11.73 | 13F | |
| NU | NU HLDGS LTD | 1.79% | 9,908,598 | $102,653,075 | No Change | $10.36 | 13F | |
| PCOR | PROCORE TECHNOLOGIES INC | 0.83% | 633,824 | $47,492,432 | No Change | $74.93 | 13F | |
| DDOG | DATADOG INC | 0.68% | 271,800 | $38,837,502 | No Change | $142.89 | 13F | |
| IBTA | IBOTTA INC | 0.28% | 250,000 | $16,270,000 | No Change | $65.08 | 13F | |
| ROOT | ROOT INC | 0.2% | 154,320 | $11,202,089 | No Change | $72.59 | 13F |