| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | 9.82% | 1,683,408 | $481,050,670 | No Change | $285.76 | 13F | |
| SAIL | SAILPOINT INC | 3.73% | 8,000,000 | $182,880,000 | No Change | $22.86 | 13F | |
| NU | NU HLDGS LTD | 2.77% | 9,908,598 | $135,945,965 | No Change | $13.72 | 13F | |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 1.77% | 9,196,301 | $86,537,192 | No Change | $9.41 | 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 |