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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | $1.14B | 7651130 | 21.25% |
| 2 | VEEVA SYS INC | $865.1M | 4924626 | 16.07% |
| 3 | NEW YORK TIMES CO MTN BE | $756.4M | 9034044 | 14.05% |
| 4 | SOMNIGROUP INTERNATIONAL INC | $649.2M | 8782011 | 12.06% |
| 5 | LIBERTY LIVE HOLDINGS INC | $582.8M | 6192697 | 10.83% |
| 6 | TRADEWEB MKTS INC | $328.4M | 2791246 | 6.10% |
| 7 | LIBERTY MEDIA CORP DEL | $232.6M | 2736115 | 4.32% |
| 8 | LIBERTY LIVE HOLDINGS INC | $229.0M | 2498950 | 4.25% |
| 9 | MERCADOLIBRE INC | $225.2M | 130261 | 4.18% |
| 10 | LIBERTY MEDIA CORP DEL | $165.4M | 2118059 | 3.07% |
| 11 | LIVE NATION ENTERTAINMENT IN | $102.7M | 673090 | 1.91% |
| 12 | ECHOSTAR CORP | $81.5M | 695800 | 1.51% |
| 13 | TRANSDIGM GROUP INC | $12.8M | 11022 | 0.24% |
| 14 | SHAKE SHACK INC | $8.4M | 95502 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.