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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 |
| 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 |
| 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 |