Holdings
| META META PLATFORMS INC-CLASS A | $4.27B | 18.2% | 7,465,139 | — | — | Held |
| MSFT MICROSOFT CORP | $2.30B | 9.8% | 5,344,165 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $1.71B | 7.3% | 10,308,800 | — | — | Held |
| APO APOLLO GLOBAL MANAGEMENT INC | $1.53B | 6.5% | 12,285,193 | — | — | Held |
| SE SEA LTD-ADR | $1.51B | 6.5% | 16,041,335 | — | — | Held |
| UNH UNITEDHEALTH GROUP INC | $1.38B | 5.9% | 2,365,400 | +17,800 | +0.8% | Added |
| AMZN AMAZON.COM INC | $1.20B | 5.1% | 6,415,488 | +94,408 | +1.5% | Added |
| NVDA NVIDIA CORP | $1.18B | 5.0% | 9,683,550 | — | — | Held |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | $897.6M | 3.8% | 5,839,256 | +195,714 | +3.5% | Added |
| LLY ELI LILLY & CO | $859.2M | 3.7% | 969,800 | +39,800 | +4.3% | Added |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | $801.4M | 3.4% | 3,377,392 | +3,377,392 | — | New |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $631.3M | 2.7% | 3,634,980 | +564,090 | +18.4% | Added |
| NOW SERVICENOW INC | $518.4M | 2.2% | 579,655 | — | — | Held |
| WDAY WORKDAY INC-CLASS A | $459.5M | 2.0% | 1,880,237 | — | — | Held |
| CPAY CORPAY INC | $390.2M | 1.7% | 1,247,577 | +200,977 | +19.2% | Added |
| GRAB GRAB HOLDINGS LTD - CL A | $353.1M | 1.5% | 92,923,788 | — | — | Held |
| AVGO BROADCOM INC | $318.3M | 1.4% | 1,845,500 | +1,663,200 | +912.3% | Added |
| QCOM QUALCOMM INC | $315.9M | 1.3% | 1,857,700 | — | — | Held |
| DASH DOORDASH INC - A | $313.4M | 1.3% | 2,196,013 | — | — | Held |
| LRCXEUR LAM RESEARCH CORP | $288.2M | 1.2% | 353,183 | — | — | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $252.4M | 1.1% | 900,000 | — | — | Held |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | $251.6M | 1.1% | 18,433,113 | — | — | Held |
| SHW SHERWIN-WILLIAMS CO | $201.4M | 0.9% | 527,805 | +527,805 | — | New |
| UBER UBER TECHNOLOGIES INC | $195.3M | 0.8% | 2,597,878 | −408,818 | −13.6% | Reduced |
| FWONK LIBERTY MEDIA CORP-FORMULA-C | $190.2M | 0.8% | 2,457,000 | +93,000 | +3.9% | Added |
| AMAT APPLIED MATERIALS INC | $180.9M | 0.8% | 895,200 | — | — | Held |
| NVO NOVO-NORDISK A/S-SPONS ADR | $151.1M | 0.6% | 1,269,000 | — | — | Held |
| PCOR PROCORE TECHNOLOGIES INC | $144.4M | 0.6% | 2,339,500 | — | — | Held |
| ESTC ELASTIC NV | $129.8M | 0.6% | 1,690,700 | — | — | Held |
| DDOG DATADOG INC - CLASS A | $112.7M | 0.5% | 979,400 | — | — | Held |
| GTM ZOOMINFO TECHNOLOGIES INC | $96.6M | 0.4% | 9,359,311 | — | — | Held |
| TEAM ATLASSIAN CORP-CL A | $63.6M | 0.3% | 400,545 | — | — | Held |
| CPNG COUPANG INC | $49.0M | 0.2% | 1,994,058 | +1,994,058 | — | New |
| ARM ARM HOLDINGS PLC-ADR | $42.9M | 0.2% | 300,000 | — | — | Held |
| RDDT REDDIT INC-CL A | $33.0M | 0.1% | 500,000 | — | — | Held |
| RERE ATRENEW INC | $31.9M | 0.1% | 11,481,218 | — | — | Held |
| ZKH ZKH GROUP LTD | $30.2M | 0.1% | 8,195,453 | — | — | Held |
| OKLO OKLO INC | $24.7M | 0.1% | 3,056,992 | — | — | Held |
| JD JD.COM INC-ADR | $13.8M | 0.1% | 344,309 | −478,406 | −58.1% | Reduced |
| RBRK RUBRIK INC-A | $8.0M | 0.0% | 250,000 | — | — | Held |
| TOST TOAST INC-CLASS A | $2.2M | 0.0% | 78,521 | — | — | Held |
| KVYO KLAVIYO INC-A | $1.2M | 0.0% | 35,000 | — | — | Held |
| SPOT SPOTIFY TECHNOLOGY SA | $944K | 0.0% | 2,561 | — | — | Held |
| DDL DINGDONG CAYMAN LTD -SPN ADR | $421K | 0.0% | 118,539 | — | — | Held |
| STNE STONECO LTD-A | $155K | 0.0% | 13,788 | −668,212 | −98.0% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DXCM DEXCOM INC | 1,152,806 | $130.7M |
| ALAB ASTERA LABS INC | 70,000 | $4.2M |
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.