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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MAPLEBEAR INC | $845.0M | 22,558,255 | 7.52% |
| 2 | MERCADOLIBRE INC | $646.1M | 373,675 | 5.75% |
| 3 | JAMES HARDIE INDS PLC | $536.0M | 28,300,283 | 4.77% |
| 4 | DANAHER CORP DEL | $436.9M | 2,304,148 | 3.89% |
| 5 | FLOWSERVE CORP | $431.8M | 5,874,441 | 3.84% |
| 6 | US FOODS HLDG CORP | $395.0M | 4,283,474 | 3.52% |
| 7 | CLEAN HARBORS INC | $383.7M | 1,338,281 | 3.42% |
| 8 | AMAZON COM INC | $376.5M | 1,807,523 | 3.35% |
| 9 | NU HLDGS LTD | $372.0M | 25,890,701 | 3.31% |
| 10 | THERMO FISHER SCIENTIFIC INC | $356.4M | 725,005 | 3.17% |
| 11 | SOMNIGROUP INTERNATIONAL INC | $346.6M | 4,688,423 | 3.09% |
| 12 | TEXAS INSTRS INC | $340.3M | 1,753,001 | 3.03% |
| 13 | SEA LTD | $335.6M | 4,052,133 | 2.99% |
| 14 | REDDIT INC | $331.1M | 2,459,151 | 2.95% |
| 15 | KILROY REALTY CORP | $318.1M | 11,275,077 | 2.83% |
| 16 | KNIGHT-SWIFT TRANSN HLDGS IN | $316.2M | 5,491,563 | 2.82% |
| 17 | BROADCOM INC | $303.8M | 981,495 | 2.70% |
| 18 | NVIDIA CORPORATION | $273.6M | 1,568,793 | 2.44% |
| 19 | APPLOVIN CORP | $266.4M | 669,282 | 2.37% |
| 20 | XPO INC | $250.5M | 1,287,630 | 2.23% |
| 21 | LINEAGE INC | $242.5M | 7,402,229 | 2.16% |
| 22 | DISNEY WALT CO | $227.0M | 2,355,100 | 2.02% |
| 23 | SCHWAB CHARLES CORP | $221.5M | 2,357,390 | 1.97% |
| 24 | COUPANG INC | $219.2M | 11,611,741 | 1.95% |
| 25 | DOORDASH INC | $215.8M | 1,437,500 | 1.92% |
| 26 | CARVANA CO | $210.1M | 668,432 | 1.87% |
| 27 | CAPITAL ONE FINL CORP | $203.7M | 1,116,738 | 1.81% |
| 28 | MARTIN MARIETTA MATLS INC | $190.1M | 322,857 | 1.69% |
| 29 | SPOTIFY TECHNOLOGY S A | $165.1M | 340,494 | 1.47% |
| 30 | JOHNSON CONTROLS INTERNATION | $160.3M | 1,224,055 | 1.43% |
| 31 | CELESTICA INC | $152.5M | 541,556 | 1.36% |
| 32 | SHERWIN WILLIAMS CO | $151.9M | 473,753 | 1.35% |
| 33 | ALPHABET INC | $134.8M | 468,900 | 1.20% |
| 34 | APOLLO GLOBAL MGMT INC | $129.1M | 1,159,000 | 1.15% |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | $111.0M | 328,600 | 0.99% |
| 36 | LIVE NATION ENTERTAINMENT IN | $102.8M | 674,317 | 0.92% |
| 37 | ANALOG DEVICES INC | $93.0M | 292,444 | 0.83% |
| 38 | AFFIRM HLDGS INC | $88.7M | 1,936,900 | 0.79% |
| 39 | FERGUSON ENTERPRISES INC | $81.5M | 349,347 | 0.73% |
| 40 | TOPBUILD COR | $75.0M | 213,433 | 0.67% |
| 41 | AUTODESK INC | $74.0M | 308,907 | 0.66% |
| 42 | UNITY SOFTWARE INC | $71.5M | 3,259,983 | 0.64% |
| 43 | HYPERLIQUID STRATEGIES INC | $40.7M | 8,000,000 | 0.36% |
| 44 | ASML HLDG NV | $9.0M | 6,800 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.