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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PENGUIN SOLUTIONS INC | $21.88B | 22306000 | 11.18% |
| 2 | LIBERTY MEDIA CORP DEL | $21.69B | 19000000 | 11.08% |
| 3 | TRIP COM GROUP LTD | $21.48B | 20800000 | 10.97% |
| 4 | UBER TECHNOLOGIES INC | $21.38B | 18000000 | 10.92% |
| 5 | GUIDEWIRE SOFTWARE INC | $21.33B | 21500000 | 10.89% |
| 6 | AKAMAI TECHNOLOGIES INC | $21.11B | 18500000 | 10.78% |
| 7 | ITRON INC | $20.85B | 21220000 | 10.65% |
| 8 | UPSTART HLDGS INC | $10.64B | 11050000 | 5.43% |
| 9 | SNOWFLAKE INC | $10.62B | 8600000 | 5.42% |
| 10 | TETRA TECH INC NEW | $10.46B | 10000000 | 5.34% |
| 11 | NEXTERA ENERGY CAP HLDGS INC | $7.32B | 5300000 | 3.74% |
| 12 | RIVIAN AUTOMOTIVE INC | $6.94B | 7300000 | 3.54% |
| 13 | GAMESTOP CORP NEWCALL | $115.2M | 31822 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.