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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $114.8M | 365220 | 39.03% |
| 2 | AMAZON COM INC | $52.7M | 253000 | 17.91% |
| 3 | META PLATFORMS INC | $25.6M | 44750 | 8.70% |
| 4 | ALPHABET INC | $24.5M | 85275 | 8.34% |
| 5 | APPLOVIN CORP | $19.4M | 48700 | 6.59% |
| 6 | ZILLOW GROUP INC | $15.1M | 365800 | 5.15% |
| 7 | GDS HLDGS LTD | $11.6M | 287000 | 3.93% |
| 8 | NVIDIA CORPORATION | $9.1M | 52000 | 3.08% |
| 9 | NETFLIX INC. | $8.9M | 92300 | 3.02% |
| 10 | FLUTTER ENTMT PLC | $8.7M | 85776 | 2.97% |
| 11 | ACV AUCTIONS INC | $3.8M | 887000 | 1.28% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.