- Filed
- 2026-05-15
- Portfolio value
- $3,001,999,146
- Positions
- 17
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
NVDA
history
|
+41% |
21.66% |
3,728,387 |
$650,230,693
|
|
CPNG
history
|
+29% |
17.52% |
27,852,856 |
$525,861,921
|
|
META
history
|
NEW |
13.58% |
712,800 |
$407,814,264
|
|
CVNA
history
|
+28% |
13.12% |
1,252,960 |
$393,905,565
|
|
GLBE
history
|
−2% |
11.42% |
11,115,629 |
$342,917,155
|
|
XYZ
history
|
−41% |
5.85% |
2,918,392 |
$175,628,831
|
|
SAIL
history
|
|
3.53% |
8,000,000 |
$105,920,000
|
|
CHYM
history
|
−50% |
2.69% |
4,308,999 |
$80,707,551
|
|
KLAR
history
|
−30% |
2.53% |
5,803,764 |
$75,971,268
|
|
NU
history
|
|
2.37% |
4,954,299 |
$71,193,277
|
|
TTAN
history
|
|
2.12% |
1,000,885 |
$63,516,162
|
|
CCC
history
|
|
1.84% |
9,196,301 |
$55,177,806
|
|
DDOG
history
|
|
1.07% |
271,800 |
$32,085,990
|
|
ROOT
history
|
|
0.23% |
154,320 |
$6,816,314
|
|
WLTH
history
|
|
0.2% |
654,338 |
$6,052,627
|
|
OSCR
history
|
−44% |
0.14% |
365,573 |
$4,193,122
|
|
GTM
history
|
|
0.13% |
670,000 |
$4,006,600
|
|
CDAY
history
|
SOLD |
— |
— |
—
|
|
MELI
history
|
SOLD |
— |
— |
—
|
|
PDD
history
|
SOLD |
— |
— |
—
|
|
DUOL
history
|
SOLD |
— |
— |
—
|
|
EXE
history
|
SOLD |
— |
— |
—
|
|
CRK
history
|
SOLD |
— |
— |
—
|
|
JAMF
history
|
SOLD |
— |
— |
—
|
|
NAVN
history
|
SOLD |
— |
— |
—
|
|
MDLN
history
|
SOLD |
— |
— |
—
|
|
FIG
history
|
SOLD |
— |
— |
—
|
|
GEMI
history
|
SOLD |
— |
— |
—
|