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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | 10.06% | 131,173 | $56,716,582 | 41,871 | 46.89% | $432.38 | 13F |
| CIEN | CIENA CORP | 8.97% | 130,272 | $50,575,499 | -48,385 | -27.08% | $388.23 | 13F |
| VIK | VIKING HOLDINGS LTD | 8.83% | 677,087 | $49,752,353 | 57,092 | 9.21% | $73.48 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 7.75% | 513,490 | $43,656,920 | 184,661 | 56.16% | $85.02 | 13F |
| META | META PLATFORMS INC | 7.74% | 76,272 | $43,637,499 | No Change | $572.13 | 13F | |
| ONON | ON HLDG AG | 7.23% | 1,197,338 | $40,733,439 | 335,328 | 38.9% | $34.02 | 13F |
| NU | NU HLDGS LTD | 7.21% | 2,827,444 | $40,630,370 | 486,670 | 20.79% | $14.37 | 13F |
| RL | RALPH LAUREN CORP | 7.17% | 117,540 | $40,432,585 | 5,488 | 4.9% | $343.99 | 13F |
| AFRM | AFFIRM HLDGS INC | 6.78% | 834,289 | $38,227,122 | 66,535 | 8.67% | $45.82 | 13F |
| MTZ | MASTEC INC | 6.44% | 112,741 | $36,273,289 | 112,741 | New | $321.74 | 13F |
| NFLX | NETFLIX INC. | 5.13% | 300,810 | $28,922,882 | No Change | $96.15 | 13F | |
| SHOP | SHOPIFY INC | 4.46% | 211,795 | $25,123,123 | 211,795 | New | $118.62 | 13F |
| ADI | ANALOG DEVICES INC | 3.59% | 63,652 | $20,250,247 | 63,652 | New | $318.14 | 13F |
| MELI | MERCADOLIBRE INC | 3.27% | 10,642 | $18,400,231 | -3,184 | -23.03% | $1729.02 | 13F |
| VEEV | VEEVA SYS INC | 3.03% | 97,238 | $17,080,827 | 97,238 | New | $175.66 | 13F |
| GOOGL | ALPHABET INC | 2.33% | 45,628 | $13,120,788 | -101,197 | -68.92% | $287.56 | 13F |
| CSGP | COSTAR GROUP INC | -242,032 | Exited | 13F | ||||
| DUOL | DUOLINGO INC | -184,867 | Exited | 13F | ||||
| RKT | ROCKET COS INC | -2,231,659 | Exited | 13F |