Holdings
| AMZN AMAZON.COM INC | $2.06B | 8.4% | 617,321 | +256,209 | +71.0% | Added |
| SHOP SHOPIFY INC - CLASS A | $1.91B | 7.8% | 1,389,635 | −40,500 | −2.8% | Reduced |
| MA MASTERCARD INC - A | $1.73B | 7.1% | 4,822,796 | +4,822,796 | — | New |
| BBWI BATH & BODY WORKS INC | $1.70B | 6.9% | 24,300,268 | — | — | Held |
| WDAY WORKDAY INC-CLASS A | $1.59B | 6.5% | 5,814,667 | +840,799 | +16.9% | Added |
| MSFT MICROSOFT CORP | $1.58B | 6.5% | 4,694,472 | — | — | Held |
| SNAP SNAP INC - A | $1.57B | 6.5% | 33,478,637 | +10,839,980 | +47.9% | Added |
| NOW SERVICENOW INC | $1.30B | 5.3% | 2,005,586 | −188,355 | −8.6% | Reduced |
| DASH DOORDASH INC - A | $1.23B | 5.0% | 8,252,069 | +791,912 | +10.6% | Added |
| MTCH MATCH GROUP INC | $1.17B | 4.8% | 8,872,280 | +1,098,413 | +14.1% | Added |
| UNH UNITEDHEALTH GROUP INC | $1.15B | 4.7% | 2,296,087 | −709,903 | −23.6% | Reduced |
| V VISA INC-CLASS A SHARES | $1.05B | 4.3% | 4,833,625 | +4,833,625 | — | New |
| RH RH | $859.6M | 3.5% | 1,603,888 | +313,268 | +24.3% | Added |
| FTCHQ FARFETCH LTD-CLASS A | $817.0M | 3.3% | 24,439,933 | +1,494,801 | +6.5% | Added |
| BEKE KE HOLDINGS INC-ADR | $622.9M | 2.6% | 30,957,063 | +755,277 | +2.5% | Added |
| ADBE ADOBE INC | $620.2M | 2.5% | 1,093,713 | −861,474 | −44.1% | Reduced |
| DDOG DATADOG INC - CLASS A | $582.9M | 2.4% | 3,272,681 | −1,374,036 | −29.6% | Reduced |
| SNOW SNOWFLAKE INC | $557.8M | 2.3% | 1,646,640 | +1,646,640 | — | New |
| VSXY VICTORIA'S SECRET & CO | $455.2M | 1.9% | 8,195,810 | −413,733 | −4.8% | Reduced |
| NTES NETEASE INC-ADR | $453.2M | 1.9% | 4,452,541 | +3,437,153 | +338.5% | Added |
| 8QR CONFLUENT INC-CLASS A | $335.3M | 1.4% | 4,398,572 | +3,003,928 | +215.4% | Added |
| PVH PVH CORP | $327.0M | 1.3% | 3,065,646 | −231,963 | −7.0% | Reduced |
| MARQETA INC | $300.1M | 1.2% | 17,476,795 | +14,855,275 | +566.7% | Added |
| SG SWEETGREEN INC - CLASS A | $145.8M | 0.6% | 4,556,503 | +4,556,503 | — | New |
| AMPL AMPLITUDE INC-CLASS A | $99.4M | 0.4% | 1,877,000 | +250,000 | +15.4% | Added |
| AVDX AVIDXCHANGE HOLDINGS INC | $76.5M | 0.3% | 5,080,632 | +5,080,632 | — | New |
| VTEX VTEX -CLASS A | $56.5M | 0.2% | 5,274,887 | — | — | Held |
| XYZ BLOCK INC | $44.8M | 0.2% | 277,372 | −5,103,492 | −94.8% | Reduced |
| FRSH FRESHWORKS INC-CL A | $7.2M | 0.0% | 275,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TWTR TWITTER INC | 21,533,828 | $1.30B |
| MRNA MODERNA INC | 3,316,199 | $1.28B |
| META META PLATFORMS INC-CLASS A | 3,074,926 | $1.04B |
| COUPEUR COUPA SOFTWARE INC | 4,566,251 | $1.00B |
| DXCM DEXCOM INC | 1,441,227 | $788.1M |
| IBN ICICI BANK LTD-SPON ADR | 39,750,227 | $750.1M |
| CVNA CARVANA CO | 2,142,309 | $646.0M |
| BILI BILIBILI INC-SPONSORED ADR | 8,612,782 | $569.9M |
| STNE STONECO LTD-A | 15,093,113 | $524.0M |
| TDG TRANSDIGM GROUP INC | 784,342 | $489.9M |
| ASCENDIS PHARMA A/S | 1,436,981 | $229.0M |
| FATE FATE THERAPEUTICS INC | 2,199,284 | $130.4M |
| FIGS FIGS INC-CLASS A | 2,485,894 | $92.3M |
| ZYMEUSD ZYMEWORKS INC | 976,735 | $28.4M |
| FORMA THERAPEUTICS HLDGS INC | 800,000 | $18.6M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.