Holdings
| CRM SALESFORCE INC | $1.01B | 28.3% | 3,914,309 | +428,000 | +12.3% | Added |
| NSIT INSIGHT ENTERPRISES INC | $805.7M | 22.7% | 4,061,739 | −450,000 | −10.0% | Reduced |
| DIS WALT DISNEY CO | $609.0M | 17.1% | 6,133,631 | +715,000 | +13.2% | Added |
| EXPE EXPEDIA GROUP INC | $430.2M | 12.1% | 3,414,568 | — | — | Held |
| SPOT SPOTIFY TECHNOLOGY SA | $212.3M | 6.0% | 676,553 | −144,000 | −17.5% | Reduced |
| FISV FISERV INC | $164.5M | 4.6% | 1,103,759 | −2,551,882 | −69.8% | Reduced |
| KKR KKR & CO INC | $127.0M | 3.6% | 1,207,208 | −697,600 | −36.6% | Reduced |
| RBLX ROBLOX CORP -CLASS A | $85.6M | 2.4% | 2,300,000 | — | — | Held |
| NYT NEW YORK TIMES CO-A | $68.8M | 1.9% | 1,344,392 | −750,000 | −35.8% | Reduced |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | $46.8M | 1.3% | 323,235 | −171,900 | −34.7% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CBRE CBRE GROUP INC - A | 2,470,748 | $240.3M |
| ILMN ILLUMINA INC | 243,777 | $33.5M |
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.