- Filed
- 2026-05-15
- Portfolio value
- $22,845,413,829
- Positions
- 54
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
GOOG(L)
history
|
|
13.38% |
10,631,402 |
$3,057,165,959
|
|
NVDA
history
|
+9% |
9.17% |
12,011,752 |
$2,094,849,549
|
|
AMZN
history
|
−0% |
9.12% |
10,000,000 |
$2,082,700,000
|
|
TSM
history
|
+49% |
8.23% |
5,565,074 |
$1,880,716,758
|
|
META
history
|
+12% |
7.73% |
3,086,864 |
$1,766,087,500
|
|
SE
history
|
|
5.59% |
15,415,835 |
$1,276,585,296
|
|
AVGO
history
|
+25% |
4.86% |
3,584,814 |
$1,109,535,781
|
|
MSFT
history
|
−54% |
4.05% |
2,500,000 |
$925,425,000
|
|
GEV
history
|
|
3.72% |
972,994 |
$849,326,463
|
|
LRCX
history
|
|
3.65% |
3,900,439 |
$833,367,797
|
|
SPOT
history
|
+25% |
3.36% |
1,580,761 |
$766,526,817
|
|
CPNG
history
|
+32% |
2.86% |
34,595,407 |
$653,161,284
|
|
AMAT
history
|
+85% |
2.48% |
1,656,900 |
$566,311,851
|
|
CPAY
history
|
|
2.23% |
1,752,146 |
$509,856,965
|
|
APP
history
|
−23% |
1.74% |
1,000,000 |
$398,000,000
|
|
TTWO
history
|
−66% |
1.73% |
2,000,000 |
$395,000,000
|
|
APO
history
|
−47% |
1.61% |
3,293,334 |
$366,943,274
|
|
RDDT
history
|
−35% |
1.47% |
2,500,000 |
$336,625,000
|
|
Z
history
|
+22% |
1.33% |
7,368,957 |
$304,927,441
|
|
XYZ
history
|
−37% |
1.05% |
4,000,000 |
$240,720,000
|
|
NFLX
history
|
|
1.03% |
2,439,000 |
$234,509,850
|
|
MELI
history
|
NEW |
1.02% |
135,006 |
$233,428,074
|
|
FWONK
history
|
|
1.0% |
2,682,000 |
$228,023,640
|
|
ZS
history
|
|
0.97% |
1,579,766 |
$221,625,372
|
|
CHYM
history
|
−22% |
0.91% |
11,081,780 |
$207,561,740
|
|
NU
history
|
|
0.69% |
11,032,555 |
$158,537,818
|
|
NOW
history
|
−30% |
0.69% |
1,500,000 |
$156,825,000
|
|
WLTH
history
|
|
0.61% |
15,156,877 |
$140,201,112
|
|
PCOR
history
|
|
0.58% |
2,339,500 |
$133,351,500
|
|
LITE
history
|
NEW |
0.42% |
136,800 |
$96,137,568
|
|
UNH
history
|
−17% |
0.42% |
350,445 |
$94,826,913
|
|
EQPT
history
|
NEW |
0.41% |
4,579,646 |
$93,287,389
|
|
SHW
history
|
|
0.36% |
257,083 |
$82,407,956
|
|
INTC
history
|
NEW |
0.32% |
1,638,700 |
$72,315,831
|
|
CSGP
history
|
−34% |
0.26% |
1,500,000 |
$60,510,000
|
|
RERE
history
|
|
0.2% |
9,831,218 |
$46,108,412
|
|
ZG
history
|
|
0.19% |
1,023,733 |
$42,372,309
|
|
BULL
history
|
|
0.14% |
6,724,137 |
$32,275,858
|
|
PONY
history
|
|
0.12% |
2,900,000 |
$27,376,000
|
|
UBER
history
|
|
0.05% |
151,178 |
$10,874,234
|
|
RVI
history
|
NEW |
0.05% |
400,000 |
$10,616,000
|
|
JD
history
|
|
0.04% |
344,309 |
$10,181,217
|
|
PAYP
history
|
NEW |
0.04% |
400,000 |
$8,536,000
|
|
FIGR
history
|
|
0.03% |
200,000 |
$6,790,000
|
|
NTSK
history
|
|
0.02% |
500,000 |
$4,245,000
|
|
XNDU
history
|
NEW |
0.02% |
500,000 |
$3,830,000
|
|
DASH
history
|
|
0.02% |
25,337 |
$3,804,351
|
|
BLSH
history
|
|
0.02% |
100,000 |
$3,573,000
|
|
ETOR
history
|
|
0.01% |
80,000 |
$2,402,400
|
|
KLAR
history
|
|
0.01% |
175,000 |
$2,290,750
|
|
FIG
history
|
|
0.01% |
60,000 |
$1,268,400
|
|
ARX
history
|
|
0.0% |
75,000 |
$1,002,000
|
|
GEMI
history
|
|
0.0% |
70,000 |
$309,400
|
|
MNTN
history
|
|
0.0% |
20,000 |
$176,000
|
|
FLUT
history
|
SOLD |
— |
— |
—
|
|
VEEV
history
|
SOLD |
— |
— |
—
|
|
GRAB
history
|
SOLD |
— |
— |
—
|
|
WDAY
history
|
SOLD |
— |
— |
—
|
|
ESTC
history
|
SOLD |
— |
— |
—
|
|
HNGE
history
|
SOLD |
— |
— |
—
|
|
CRCL
history
|
SOLD |
— |
— |
—
|