Holdings
| CRM SALESFORCE INC | $777.8M | 17.0% | 2,898,509 | — | — | Held |
| DIS WALT DISNEY CO | $648.1M | 14.1% | 6,566,031 | — | — | Held |
| NSIT INSIGHT ENTERPRISES INC | $609.2M | 13.3% | 4,061,739 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $584.9M | 12.8% | 1,014,874 | +803,374 | +379.8% | Added |
| RBLX ROBLOX CORP -CLASS A | $510.9M | 11.2% | 8,764,921 | −1,371,000 | −13.5% | Reduced |
| V VISA INC-CLASS A SHARES | $460.1M | 10.0% | 1,312,950 | +939,350 | +251.4% | Added |
| LLYVK* LIBERTY MEDIA CORP-LIBERTY-C | $266.0M | 5.8% | 3,903,888 | +735,100 | +23.2% | Added |
| EXPE EXPEDIA GROUP INC | $187.8M | 4.1% | 1,117,156 | −900,250 | −44.6% | Reduced |
| LYV LIVE NATION ENTERTAINMENT IN | $115.6M | 2.5% | 885,266 | −176,200 | −16.6% | Reduced |
| LLYVA* LIBERTY MEDIA CORP-LIBERTY-A | $111.5M | 2.4% | 1,658,648 | +390,200 | +30.8% | Added |
| AMZN AMAZON.COM INC | $107.1M | 2.3% | 563,100 | +26,200 | +4.9% | Added |
| TOST TOAST INC-CLASS A | $86.1M | 1.9% | 2,597,200 | −5,951,400 | −69.6% | Reduced |
| RKT ROCKET COS INC-CLASS A | $81.2M | 1.8% | 6,728,509 | +6,728,509 | — | New |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | $35.0M | 0.8% | 3,416,200 | +3,416,200 | — | New |
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.