Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $18.5M | 112293 | 14.44% |
| 2 | AMAZON COM INC | $13.1M | 62771 | 10.22% |
| 3 | TEVA PHARMACEUTICAL INDS LTD | $11.1M | 367600 | 8.65% |
| 4 | FLUTTER ENTMT PLC | $9.4M | 92425 | 7.36% |
| 5 | DEXCOM INC | $6.4M | 101893 | 5.00% |
| 6 | ALCON AG | $6.4M | 84300 | 4.96% |
| 7 | NIKE INC | $6.3M | 119965 | 4.95% |
| 8 | ALPHABET INC | $5.3M | 18488 | 4.15% |
| 9 | VISA INC | $5.2M | 17200 | 4.06% |
| 10 | CHURCHILL DOWNS INC | $5.1M | 57179 | 4.01% |
| 11 | ARTIVION INC | $4.9M | 132588 | 3.79% |
| 12 | MICROSOFT CORP | $4.6M | 12300 | 3.56% |
| 13 | MARTIN MARIETTA MATLS INC | $4.5M | 7638 | 3.51% |
| 14 | ELI LILLY & CO | $4.4M | 4736 | 3.40% |
| 15 | UBER TECHNOLOGIES INC | $4.2M | 58416 | 3.28% |
| 16 | MADISON SQUARE GRDN SPRT COR | $4.2M | 13072 | 3.28% |
| 17 | DOORDASH INC | $3.6M | 23920 | 2.81% |
| 18 | ISHARES BITCOIN TRUST ETF | $3.2M | 83119 | 2.50% |
| 19 | MELCO RESORTS AND ENTMNT LTD | $3.0M | 522966 | 2.32% |
| 20 | BETA BIONICS INC | $1.6M | 163124 | 1.28% |
| 21 | RXSIGHT INC | $1.5M | 248858 | 1.20% |
| 22 | TOAST INC | $1.1M | 40392 | 0.84% |
| 23 | NEXTDECADE CORP | $520K | 67837 | 0.41% |
| 24 | SURROZEN INC | $7K | 442052 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.