Holdings as of 06-30-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| META | META PLATFORMS INC-CLASS A | 7,533,525 | $5,560,419,467 | 30303M102 | COMMON STOCK | |
| MSFT | MICROSOFT CORP | 6,551,368 | $3,258,715,957 | 594918104 | COMMON STOCK | |
| SE | SEA LTD-ADR | 16,041,335 | $2,565,651,120 | 81141R100 | SPONSORED ADR | |
| AMZN | AMAZON.COM INC | 10,685,541 | $2,344,300,840 | 023135106 | COMMON STOCK | |
| GOOGL | ALPHABET INC-CL A | 10,631,402 | $1,873,571,974 | 02079K305 | COMMON STOCK | |
| NVDA | NVIDIA CORP | 11,709,752 | $1,850,023,718 | 67066G104 | COMMON STOCK | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | 5,839,256 | $1,418,063,320 | 874054109 | COMMON STOCK | |
| LLY | ELI LILLY & CO | 1,511,160 | $1,177,994,555 | 532457108 | COMMON STOCK | |
| TSM | TAIWAN SEMICONDUCTOR | 4,578,374 | $1,036,955,927 | 874039100 | COMMON STOCK | |
| FLUT | FLUTTER ENTERTAINMENT PLC | 3,453,392 | $986,841,298 | G3643J108 | COMMON STOCK | |
| SPOT | SPOTIFY TECHNOLOGY S A | 1,261,461 | $967,969,484 | L8681T102 | COMMON STOCK | |
| RDDT | REDDIT INC-CL A | 6,148,984 | $925,852,521 | 75734B100 | COMMON STOCK | |
| APO | APOLLO GLOBAL MANAGEMENT INC | 6,209,496 | $880,941,198 | 03769M106 | COMMON STOCK | |
| AVGO | BROADCOM INC | 2,703,214 | $745,140,939 | 11135F101 | COMMON STOCK | |
| APP | APPLOVIN CORP-CLASS A | 2,002,989 | $701,206,389 | 03831W108 | COMMON STOCK | |
| VEEV | VEEVA SYSTEMS INC-CLASS A | 2,420,500 | $697,055,590 | 922475108 | COMMON STOCK | |
| GEV | GE VERNOVA INC | 1,097,794 | $580,897,695 | 36828A101 | COMMON STOCK | |
| ZS | ZSCALER INC | 1,683,266 | $528,444,528 | 98980G102 | COMMON STOCK | |
| LRCX | LAM RESEARCH CORP | 5,260,328 | $512,040,328 | 512807306 | COMMON STOCK | |
| CPAY | CORPAY INC | 1,501,646 | $498,276,176 | 219948106 | COMMON STOCK | |
| GRAB | GRAB HOLDINGS LIMITED | 92,923,788 | $467,406,654 | G4124C109 | COMMON STOCK | |
| Z | ZILLOW GROUP INC - C | 6,229,087 | $436,347,544 | 98954M200 | COMMON STOCK | |
| CHYM | CHIME FINL INC | 12,470,768 | $430,366,204 | 16935C109 | COMMON STOCK | |
| SHW | SHERWIN-WILLIAMS CO | 1,204,175 | $413,465,528 | 824348106 | COMMON STOCK | |
| CPNG | COUPANG INC | 13,585,579 | $407,023,947 | 22266T109 | COMMON STOCK | |
| NOW | SERVICENOW INC | 300,000 | $308,424,000 | 81762P102 | COMMON STOCK | |
| FWONK | LIBERTY FORMULA ONE SERIES C | 2,682,000 | $280,269,000 | 531229755 | COMMON STOCK | |
| SQ | BLOCK INC | 3,944,440 | $267,945,809 | 852234103 | COMMON STOCK | |
| CSGP | COSTAR GROUP INC | 3,245,109 | $260,906,764 | 22160N109 | COMMON STOCK | |
| CRWD | CROWDSTRIKE HOLDINGS INC | 500,000 | $254,655,000 | 22788C105 | COMMON STOCK | |
| WDAY | WORKDAY INC-CLASS A | 1,000,000 | $240,000,000 | 98138H101 | COMMON STOCK | |
| AMAT | APPLIED MATERIALS INC | 895,200 | $163,884,264 | 038222105 | COMMON STOCK | |
| PCOR | PROCORE TECHNOLOGIES INC | 2,339,500 | $160,068,590 | 74275K108 | COMMON STOCK | |
| NU | NU HOLDINGS LTD | 11,032,555 | $151,366,654 | G6683N103 | COMMON STOCK | |
| ESTC | ELASTIC N V | 1,690,700 | $142,576,731 | N14506104 | COMMON STOCK | |
| BULL | WEBULL CORP | 11,724,137 | $140,220,679 | G9572D103 | COMMON STOCK | |
| UNH | UNITEDHEALTH GROUP INC | 438,800 | $136,892,436 | 91324P102 | COMMON STOCK | |
| NVO | NOVO-NORDISK A/S | 1,269,000 | $87,586,380 | 670100205 | COMMON STOCK | |
| ZG | ZILLOW GROUP INC - A | 1,004,643 | $68,807,999 | 98954M101 | ETF | |
| RERE | ATRENEW INC | 9,831,218 | $32,541,332 | 00138L108 | COMMON STOCK | |
| HNGE | HINGE HEALTH INC | 552,008 | $28,566,414 | 433313103 | COMMON STOCK | |
| ZKH | ZKH GROUP LTD | 7,996,846 | $24,550,317 | 98877R104 | COMMON STOCK | |
| CRCL | CIRCLE INTERNET GROUP INC | 125,000 | $22,661,250 | 172573107 | COMMON STOCK | |
| UBER | UBER TECHNOLOGIES INC | 151,178 | $14,104,907 | 90353T100 | COMMON STOCK | |
| JD | JD.COM INC | 344,309 | $11,238,246 | 47215P106 | COMMON STOCK | |
| DASH | DOORDASH INC - A | 25,337 | $6,245,824 | 25809K105 | COMMON STOCK | |
| ETOR | ETORO GROUP LTD | 80,000 | $5,327,200 | G32089107 | COMMON STOCK | |
| PONY | PONY AI INC | 370,000 | $4,884,000 | 732908108 | COMMON STOCK | |
| TFIN | TRIUMPH FINANCIAL INC | 43,708 | $2,408,748 | 89679E300 | COMMON STOCK | |
| MNTN | MNTN INC | 20,000 | $437,400 | 55318A108 | COMMON STOCK |