| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC | 10.45% | 6,549,747 | $473,350,216 | -2,683,768 | -29.07% | $72.27 | 13F |
| CPNG | COUPANG INC | 10.43% | 14,665,691 | $472,235,250 | -6,227,761 | -29.81% | $32.2 | 13F |
| NVDA | NVIDIA CORPORATION | 8.56% | 2,078,387 | $387,785,446 | -1,108,613 | -34.79% | $186.58 | 13F |
| PDD | PDD HOLDINGS INC | 5.36% | 1,835,428 | $242,588,519 | -1,700,180 | -48.09% | $132.17 | 13F |
| TTAN | SERVICETITAN INC | 2.23% | 1,000,885 | $100,919,235 | -205,272 | -17.02% | $100.83 | 13F |
| NU | NU HLDGS LTD | 1.75% | 4,954,299 | $79,318,327 | -4,954,299 | -50% | $16.01 | 13F |
| DDOG | DATADOG INC | 0.85% | 271,800 | $38,704,320 | -1,982,763 | -87.94% | $142.4 | 13F |