Holdings
| META META PLATFORMS INC-CLASS A | $3.62B | 19.8% | 7,465,139 | — | — | Held |
| MSFT MICROSOFT CORP | $2.25B | 12.3% | 5,344,165 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $1.56B | 8.5% | 10,308,800 | +6,251,875 | +154.1% | Added |
| APO APOLLO GLOBAL MANAGEMENT INC | $1.38B | 7.6% | 12,285,193 | — | — | Held |
| AMZN AMAZON.COM INC | $1.14B | 6.2% | 6,321,080 | +1,438,600 | +29.5% | Added |
| NVDA NVIDIA CORP | $875.0M | 4.8% | 968,355 | — | — | Held |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | $838.0M | 4.6% | 5,643,542 | +487,368 | +9.5% | Added |
| SE SEA LTD-ADR | $805.4M | 4.4% | 14,996,068 | +675,900 | +4.7% | Added |
| LLY ELI LILLY & CO | $692.4M | 3.8% | 890,000 | — | — | Held |
| WDAY WORKDAY INC-CLASS A | $512.8M | 2.8% | 1,880,237 | −101,000 | −5.1% | Reduced |
| NOW SERVICENOW INC | $441.9M | 2.4% | 579,655 | — | — | Held |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $414.3M | 2.3% | 3,044,990 | — | — | Held |
| CPAY CORPAY INC | $411.5M | 2.2% | 1,333,691 | +1,333,691 | — | New |
| LRCXEUR LAM RESEARCH CORP | $343.1M | 1.9% | 353,183 | −49,800 | −12.4% | Reduced |
| DASH DOORDASH INC - A | $302.4M | 1.7% | 2,196,013 | — | — | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $288.5M | 1.6% | 900,000 | — | — | Held |
| AVGO BROADCOM INC | $241.6M | 1.3% | 182,300 | — | — | Held |
| UBER UBER TECHNOLOGIES INC | $231.5M | 1.3% | 3,006,696 | −40,004 | −1.3% | Reduced |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | $219.9M | 1.2% | 18,433,113 | −2,169,591 | −10.5% | Reduced |
| GRAB GRAB HOLDINGS LTD - CL A | $209.8M | 1.1% | 66,801,788 | +15,500,000 | +30.2% | Added |
| PCOR PROCORE TECHNOLOGIES INC | $192.2M | 1.1% | 2,339,500 | +739,000 | +46.2% | Added |
| GTM ZOOMINFO TECHNOLOGIES INC | $185.7M | 1.0% | 11,585,727 | +4,434,999 | +62.0% | Added |
| ESTC ELASTIC NV | $169.5M | 0.9% | 1,690,700 | — | — | Held |
| NVO NOVO-NORDISK A/S-SPONS ADR | $162.9M | 0.9% | 1,269,000 | — | — | Held |
| DXCM DEXCOM INC | $159.9M | 0.9% | 1,152,806 | — | — | Held |
| FWONK LIBERTY MEDIA CORP-FORMULA-C | $155.1M | 0.8% | 2,364,000 | +2,364,000 | — | New |
| DDOG DATADOG INC - CLASS A | $121.1M | 0.7% | 979,400 | — | — | Held |
| JD JD.COM INC-ADR | $86.0M | 0.5% | 3,138,819 | −5,665,172 | −64.3% | Reduced |
| TEAM ATLASSIAN CORP-CL A | $78.2M | 0.4% | 400,545 | — | — | Held |
| CART MAPLEBEAR INC | $65.6M | 0.4% | 1,759,311 | +1,584,311 | +905.3% | Added |
| ARM ARM HOLDINGS PLC-ADR | $37.5M | 0.2% | 300,000 | — | — | Held |
| OKLO OKLO INC | $34.9M | 0.2% | 3,056,992 | — | — | Held |
| RDDT REDDIT INC-CL A | $24.7M | 0.1% | 500,000 | +500,000 | — | New |
| RERE ATRENEW INC | $20.2M | 0.1% | 11,481,218 | — | — | Held |
| STNE STONECO LTD-A | $11.3M | 0.1% | 682,000 | — | — | Held |
| ALAB ASTERA LABS INC | $5.2M | 0.0% | 70,000 | +70,000 | — | New |
| FRSH FRESHWORKS INC-CL A | $3.6M | 0.0% | 196,683 | −530,358 | −72.9% | Reduced |
| TOST TOAST INC-CLASS A | $2.0M | 0.0% | 78,521 | −1,017,240 | −92.8% | Reduced |
| KVYO KLAVIYO INC-A | $892K | 0.0% | 35,000 | — | — | Held |
| SPOT SPOTIFY TECHNOLOGY SA | $676K | 0.0% | 2,561 | — | — | Held |
| DDL DINGDONG CAYMAN LTD -SPN ADR | $145K | 0.0% | 118,539 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 1,303,691 | $368.4M |
| PDD PDD HOLDINGS INC | 625,300 | $91.5M |
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.