Holdings as of 03-31-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| META | META PLATFORMS INC-CLASS A | 7,465,139 | $4,302,607,514 | 30303M102 | COMMON STOCK | |
| MSFT | MICROSOFT CORP | 6,240,865 | $2,342,758,312 | 594918104 | COMMON STOCK | |
| SE | SEA LTD-ADR | 16,041,335 | $2,093,233,804 | 81141R100 | SPONSORED ADR | |
| GOOGL | ALPHABET INC-CL A | 10,308,800 | $1,594,152,832 | 02079K305 | COMMON STOCK | |
| AMZN | AMAZON.COM INC | 6,588,488 | $1,253,525,727 | 023135106 | COMMON STOCK | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | 5,839,256 | $1,210,185,806 | 874054109 | COMMON STOCK | |
| NVDA | NVIDIA CORP | 10,967,550 | $1,188,663,069 | 67066G104 | COMMON STOCK | |
| LLY | ELI LILLY & CO | 1,334,960 | $1,102,556,814 | 532457108 | COMMON STOCK | |
| APO | APOLLO GLOBAL MANAGEMENT INC | 6,209,496 | $850,328,382 | 03769M106 | COMMON STOCK | |
| FLUT | FLUTTER ENTERTAINMENT PLC | 3,377,392 | $748,261,198 | G3643J108 | COMMON STOCK | |
| TSM | TAIWAN SEMICONDUCTOR | 4,241,474 | $704,084,684 | 874039100 | COMMON STOCK | |
| SPOT | SPOTIFY TECHNOLOGY S A | 1,261,461 | $693,841,394 | L8681T102 | COMMON STOCK | |
| VEEV | VEEVA SYSTEMS INC-CLASS A | 2,420,500 | $560,660,415 | 922475108 | COMMON STOCK | |
| PDD | PDD HOLDINGS INC | 4,415,681 | $522,595,846 | 722304102 | COMMON STOCK | |
| NOW | SERVICENOW INC | 579,655 | $461,486,532 | 81762P102 | COMMON STOCK | |
| APP | APPLOVIN CORP-CLASS A | 1,668,240 | $442,033,553 | 03831W108 | COMMON STOCK | |
| WDAY | WORKDAY INC-CLASS A | 1,880,237 | $439,091,747 | 98138H101 | COMMON STOCK | |
| CPAY | CORPAY INC | 1,247,577 | $435,055,051 | 219948106 | COMMON STOCK | |
| GRAB | GRAB HOLDINGS LIMITED | 92,923,788 | $420,944,760 | G4124C109 | COMMON STOCK | |
| SHW | SHERWIN-WILLIAMS CO | 1,204,175 | $420,485,868 | 824348106 | COMMON STOCK | |
| DASH | DOORDASH INC - A | 2,196,013 | $401,365,296 | 25809K105 | COMMON STOCK | |
| AVGO | BROADCOM INC | 2,271,500 | $380,317,245 | 11135F101 | COMMON STOCK | |
| Z | ZILLOW GROUP INC - C | 5,215,000 | $357,540,400 | 98954M200 | COMMON STOCK | |
| RDDT | REDDIT INC-CL A | 3,249,600 | $340,883,040 | 75734B100 | COMMON STOCK | |
| ZS | ZSCALER INC | 1,679,000 | $333,147,180 | 98980G102 | COMMON STOCK | |
| GEV | GE VERNOVA INC | 1,055,294 | $322,160,152 | 36828A101 | COMMON STOCK | |
| LRCX | LAM RESEARCH CORP | 4,424,700 | $321,675,690 | 512807306 | COMMON STOCK | |
| CRWD | CROWDSTRIKE HOLDINGS INC | 900,000 | $317,322,000 | 22788C105 | COMMON STOCK | |
| CPNG | COUPANG INC | 13,328,319 | $292,290,036 | 22266T109 | COMMON STOCK | |
| CSGP | COSTAR GROUP INC | 3,245,109 | $257,109,986 | 22160N109 | COMMON STOCK | |
| FWONK | LIBERTY FORMULA ONE SERIES C | 2,682,000 | $241,406,820 | 531229755 | COMMON STOCK | |
| UNH | UNITEDHEALTH GROUP INC | 438,800 | $229,821,500 | 91324P102 | COMMON STOCK | |
| PCOR | PROCORE TECHNOLOGIES INC | 2,339,500 | $154,453,790 | 74275K108 | COMMON STOCK | |
| ESTC | ELASTIC N V | 1,690,700 | $150,641,370 | N14506104 | COMMON STOCK | |
| AMAT | APPLIED MATERIALS INC | 895,200 | $129,911,424 | 038222105 | COMMON STOCK | |
| TTAN | SERVICETITAN INC | 1,301,398 | $123,775,964 | 81764X103 | COMMON STOCK | |
| NU | NU HOLDINGS LTD | 11,032,555 | $112,973,363 | G6683N103 | COMMON STOCK | |
| SQ | BLOCK INC | 1,884,867 | $102,404,824 | 852234103 | COMMON STOCK | |
| NVO | NOVO-NORDISK A/S | 1,269,000 | $88,119,360 | 670100205 | COMMON STOCK | |
| ZG | ZILLOW GROUP INC - A | 902,643 | $60,350,711 | 98954M101 | ETF | |
| RERE | ATRENEW INC | 11,481,218 | $33,754,781 | 00138L108 | COMMON STOCK | |
| ZKH | ZKH GROUP LTD | 8,195,453 | $27,454,768 | 98877R104 | COMMON STOCK | |
| JD | JD.COM INC | 344,309 | $14,157,986 | 47215P106 | COMMON STOCK | |
| UBER | UBER TECHNOLOGIES INC | 151,178 | $11,014,829 | 90353T100 | COMMON STOCK | |
| PONY | PONY AI INC | 370,000 | $3,263,400 | 732908108 | COMMON STOCK |