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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | 16.61% | 130,364 | $259,351,356 | -9,931 | -7.08% | $1989.44 | 13F |
| APP | APPLOVIN CORP | 14.5% | 439,313 | $226,347,237 | 122,361 | 38.61% | $515.23 | 13F |
| RPRX | ROYALTY PHARMA PLC | 8.82% | 2,456,528 | $137,737,525 | 179,958 | 7.9% | $56.07 | 13F |
| BKNG | BOOKING HOLDINGS INC | 8.46% | 741,500 | $132,164,960 | 725,056 | 4409.24% | $178.24 | 13F |
| SPGI | S&P GLOBAL INC | 8.25% | 316,413 | $128,862,358 | 93,730 | 42.09% | $407.26 | 13F |
| UBER | UBER TECHNOLOGIES INC | 8.14% | 1,761,941 | $127,141,663 | 671,660 | 61.6% | $72.16 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 7.69% | 655,658 | $120,057,536 | 48,049 | 7.91% | $183.11 | 13F |
| DHR | DANAHER CORP DEL | 7.64% | 626,211 | $119,280,671 | 45,971 | 7.92% | $190.48 | 13F |
| META | META PLATFORMS INC | 7.21% | 199,901 | $112,602,234 | 38,218 | 23.64% | $563.29 | 13F |
| AER | AERCAP HOLDINGS NV | 7.16% | 766,828 | $111,788,186 | -356,661 | -31.75% | $145.78 | 13F |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 5.51% | 1,150,578 | $86,074,740 | -1,054,418 | -47.82% | $74.81 | 13F |