| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | 8.16% | 78,110 | $53,342,100 | 29,021 | 59.12% | $682.91 | 13F |
| RL | RALPH LAUREN CORP | 5.68% | 118,290 | $37,091,012 | 820 | 0.7% | $313.56 | 13F |
| CFLT | CONFLUENT INC | 5.31% | 1,750,817 | $34,666,177 | 543,184 | 44.98% | $19.8 | 13F |
| MELI | MERCADOLIBRE INC | 4.32% | 12,079 | $28,227,898 | 1,437 | 13.5% | $2336.94 | 13F |
| ONON | ON HLDG AG | 3.75% | 579,034 | $24,522,090 | 202,856 | 53.93% | $42.35 | 13F |