Holdings
| CRM SALESFORCE INC | $2.14B | 25.8% | 7,828,618 | +3,914,309 | +100.0% | Added |
| NSIT INSIGHT ENTERPRISES INC | $1.75B | 21.1% | 8,123,478 | +4,061,739 | +100.0% | Added |
| DIS WALT DISNEY CO | $1.44B | 17.3% | 14,929,662 | +8,796,031 | +143.4% | Added |
| RBLX ROBLOX CORP -CLASS A | $897.2M | 10.8% | 20,271,842 | +17,971,842 | +781.4% | Added |
| EXPE EXPEDIA GROUP INC | $772.0M | 9.3% | 5,215,212 | +1,800,644 | +52.7% | Added |
| TOST TOAST INC-CLASS A | $438.3M | 5.3% | 15,482,200 | +15,482,200 | — | New |
| META META PLATFORMS INC-CLASS A | $242.1M | 2.9% | 423,000 | +423,000 | — | New |
| LYV LIVE NATION ENTERTAINMENT IN | $222.2M | 2.7% | 2,029,300 | +2,029,300 | — | New |
| V VISA INC-CLASS A SHARES | $205.4M | 2.5% | 747,200 | +747,200 | — | New |
| LLYVK* LIBERTY MEDIA CORP-LIBERTY-C | $137.3M | 1.7% | 2,675,000 | +2,675,000 | — | New |
| LLYVA* LIBERTY MEDIA CORP-LIBERTY-A | $66.5M | 0.8% | 1,343,600 | +1,343,600 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SPOT SPOTIFY TECHNOLOGY SA | 676,553 | $212.3M |
| FISV FISERV INC | 1,103,759 | $164.5M |
| KKR KKR & CO INC | 1,207,208 | $127.0M |
| NYT NEW YORK TIMES CO-A | 1,344,392 | $68.8M |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | 323,235 | $46.8M |
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.