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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | 5.86% | 1,683,408 | $306,986,283 | No Change | $182.36 | 13F | |
| ZI | ZOOMINFO TECHNOLOGIES INC | 5.4% | 22,120,065 | $282,473,230 | No Change | $12.77 | 13F | |
| OSCR | OSCAR HEALTH INC | 3.85% | 12,725,999 | $201,325,304 | No Change | $15.82 | 13F | |
| NU | NU HLDGS LTD | 3.25% | 13,211,464 | $170,295,771 | No Change | $12.89 | 13F | |
| PTON | PELOTON INTERACTIVE INC | 0.73% | 11,288,305 | $38,154,471 | No Change | $3.38 | 13F | |
| DDOG | DATADOG INC | 0.67% | 271,800 | $35,249,742 | No Change | $129.69 | 13F | |
| KVYO | KLAVIYO INC | 0.24% | 500,000 | $12,445,000 | No Change | $24.89 | 13F | |
| ROOT | ROOT INC | 0.15% | 154,320 | $7,964,455 | No Change | $51.61 | 13F | |
| KIND | NEXTDOOR HOLDINGS INC | 0.11% | 2,000,000 | $5,560,000 | No Change | $2.78 | 13F | |
| RDDT | REDDIT INC | 0.04% | 30,000 | $1,916,700 | No Change | $63.89 | 13F | |
| ME | 23ANDME HOLDING CO | 0.00374% | 500,000 | $195,600 | No Change | $0.39 | 13F | |
| SNOW | SNOWFLAKE INC | 0.00129% | 500 | $67,545 | No Change | $135.09 | 13F |