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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INTUIT | $56.7M | 131173 | 10.06% |
| 2 | CIENA CORP | $50.6M | 130272 | 8.97% |
| 3 | VIKING HOLDINGS LTD | $49.8M | 677087 | 8.83% |
| 4 | LIBERTY MEDIA CORP DEL | $43.7M | 513490 | 7.75% |
| 5 | META PLATFORMS INC | $43.6M | 76272 | 7.74% |
| 6 | ON HLDG AG | $40.7M | 1197338 | 7.23% |
| 7 | NU HLDGS LTD | $40.6M | 2827444 | 7.21% |
| 8 | RALPH LAUREN CORP | $40.4M | 117540 | 7.17% |
| 9 | AFFIRM HLDGS INC | $38.2M | 834289 | 6.78% |
| 10 | MASTEC INC | $36.3M | 112741 | 6.44% |
| 11 | NETFLIX INC. | $28.9M | 300810 | 5.13% |
| 12 | SHOPIFY INC | $25.1M | 211795 | 4.46% |
| 13 | ANALOG DEVICES INC | $20.3M | 63652 | 3.59% |
| 14 | MERCADOLIBRE INC | $18.4M | 10642 | 3.27% |
| 15 | VEEVA SYS INC | $17.1M | 97238 | 3.03% |
| 16 | ALPHABET INC | $13.1M | 45628 | 2.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.