Holdings
| CRM SALESFORCE INC | $969.1M | 22.1% | 2,898,509 | −4,930,109 | −63.0% | Reduced |
| DIS WALT DISNEY CO | $731.1M | 16.7% | 6,566,031 | −8,363,631 | −56.0% | Reduced |
| NSIT INSIGHT ENTERPRISES INC | $617.8M | 14.1% | 4,061,739 | −4,061,739 | −50.0% | Reduced |
| RBLX ROBLOX CORP -CLASS A | $586.5M | 13.4% | 10,135,921 | −10,135,921 | −50.0% | Reduced |
| EXPE EXPEDIA GROUP INC | $375.9M | 8.6% | 2,017,406 | −3,197,806 | −61.3% | Reduced |
| TOST TOAST INC-CLASS A | $311.6M | 7.1% | 8,548,600 | −6,933,600 | −44.8% | Reduced |
| LLYVK* LIBERTY MEDIA CORP-LIBERTY-C | $215.7M | 4.9% | 3,168,788 | +493,788 | +18.5% | Added |
| LYV LIVE NATION ENTERTAINMENT IN | $137.5M | 3.1% | 1,061,466 | −967,834 | −47.7% | Reduced |
| META META PLATFORMS INC-CLASS A | $123.8M | 2.8% | 211,500 | −211,500 | −50.0% | Reduced |
| V VISA INC-CLASS A SHARES | $118.1M | 2.7% | 373,600 | −373,600 | −50.0% | Reduced |
| AMZN AMAZON.COM INC | $117.8M | 2.7% | 536,900 | +536,900 | — | New |
| LLYVA* LIBERTY MEDIA CORP-LIBERTY-A | $84.4M | 1.9% | 1,268,448 | −75,152 | −5.6% | Reduced |
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.