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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $249.9M | 675000 | 12.44% |
| 2 | AMAZON COM INC | $245.8M | 1180000 | 12.23% |
| 3 | AIRBNB INC | $227.3M | 1800000 | 11.32% |
| 4 | VISA INC | $226.7M | 750000 | 11.28% |
| 5 | QXO INC | $213.6M | 11000000 | 10.63% |
| 6 | NETFLIX INC. | $144.2M | 1500000 | 7.18% |
| 7 | ALPHABET INC | $126.5M | 440000 | 6.30% |
| 8 | PROGRESSIVE CORP | $118.9M | 600000 | 5.92% |
| 9 | DANAHER CORP DEL | $113.8M | 600000 | 5.66% |
| 10 | UNION PAC CORP | $109.2M | 450000 | 5.43% |
| 11 | MSCI INC | $107.8M | 200000 | 5.37% |
| 12 | CANADIAN PACIFIC KANSAS CITY | $106.2M | 1350000 | 5.29% |
| 13 | HOWARD HUGHES HOLDINGS INC | $19.0M | 300000 | 0.94% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.