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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MAPLEBEAR INC | $845K | 22558255 | 7.52% |
| 2 | MERCADOLIBRE INC | $646K | 373675 | 5.75% |
| 3 | JAMES HARDIE INDS PLC | $536K | 28300283 | 4.77% |
| 4 | DANAHER CORP DEL | $436K | 2304148 | 3.88% |
| 5 | FLOWSERVE CORP | $431K | 5874441 | 3.84% |
| 6 | US FOODS HLDG CORP | $394K | 4283474 | 3.51% |
| 7 | CLEAN HARBORS INC | $383K | 1338281 | 3.41% |
| 8 | AMAZON COM INC | $376K | 1807523 | 3.35% |
| 9 | NU HLDGS LTD | $372K | 25890701 | 3.31% |
| 10 | THERMO FISHER SCIENTIFIC INC | $356K | 725005 | 3.17% |
| 11 | SOMNIGROUP INTERNATIONAL INC | $346K | 4688423 | 3.08% |
| 12 | TEXAS INSTRS INC | $340K | 1753001 | 3.03% |
| 13 | SEA LTD | $335K | 4052133 | 2.98% |
| 14 | REDDIT INC | $331K | 2459151 | 2.95% |
| 15 | KILROY REALTY CORP | $318K | 11275077 | 2.83% |
| 16 | KNIGHT-SWIFT TRANSN HLDGS IN | $316K | 5491563 | 2.81% |
| 17 | BROADCOM INC | $303K | 981495 | 2.70% |
| 18 | NVIDIA CORPORATION | $273K | 1568793 | 2.43% |
| 19 | APPLOVIN CORP | $266K | 669282 | 2.37% |
| 20 | XPO INC | $250K | 1287630 | 2.23% |
| 21 | LINEAGE INC | $242K | 7402229 | 2.15% |
| 22 | DISNEY WALT CO | $226K | 2355100 | 2.01% |
| 23 | SCHWAB CHARLES CORP | $221K | 2357390 | 1.97% |
| 24 | COUPANG INC | $219K | 11611741 | 1.95% |
| 25 | DOORDASH INC | $215K | 1437500 | 1.91% |
| 26 | CARVANA CO | $210K | 668432 | 1.87% |
| 27 | CAPITAL ONE FINL CORP | $203K | 1116738 | 1.81% |
| 28 | MARTIN MARIETTA MATLS INC | $190K | 322857 | 1.69% |
| 29 | SPOTIFY TECHNOLOGY S A | $165K | 340494 | 1.47% |
| 30 | JOHNSON CONTROLS INTERNATION | $160K | 1224055 | 1.42% |
| 31 | CELESTICA INC | $152K | 541556 | 1.35% |
| 32 | SHERWIN WILLIAMS CO | $151K | 473753 | 1.34% |
| 33 | ALPHABET INC | $134K | 468900 | 1.19% |
| 34 | APOLLO GLOBAL MGMT INC | $129K | 1159000 | 1.15% |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | $111K | 328600 | 0.99% |
| 36 | LIVE NATION ENTERTAINMENT IN | $102K | 674317 | 0.91% |
| 37 | ANALOG DEVICES INC | $93K | 292444 | 0.83% |
| 38 | AFFIRM HLDGS INC | $88K | 1936900 | 0.78% |
| 39 | FERGUSON ENTERPRISES INC | $81K | 349347 | 0.72% |
| 40 | TOPBUILD COR | $74K | 213433 | 0.66% |
| 41 | AUTODESK INC | $73K | 308907 | 0.65% |
| 42 | UNITY SOFTWARE INC | $71K | 3259983 | 0.63% |
| 43 | HYPERLIQUID STRATEGIES INC | $40K | 8000000 | 0.36% |
| 44 | ASML HLDG NV | $8K | 6800 | 0.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.