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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 11.5% | 3,422,730 | $351,925,099 | 2,225,557 | 185.9% | $102.82 | 13F |
| SE | SEA LTD | 10.18% | 7,084,934 | $311,382,849 | 4,978,502 | 236.35% | $43.95 | 13F |
| RH | RH | 9.16% | 1,059,872 | $280,187,762 | 3,375 | 0.32% | $264.36 | 13F |
| PYPL | PAYPAL HLDGS INC | 7.98% | 4,174,520 | $244,042,439 | 355,411 | 9.31% | $58.46 | 13F |
| ACVA | ACV AUCTIONS INC | 5.37% | 10,829,070 | $164,385,283 | 594,347 | 5.81% | $15.18 | 13F |
| W | WAYFAIR INC | 1.92% | 971,206 | $58,825,947 | 16,932 | 1.77% | $60.57 | 13F |
| TSLA | TESLA INC | 1.66% | 202,989 | $50,791,908 | 16,734 | 8.98% | $250.22 | 13F |
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