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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | $49.8M | 102700 | 16.18% |
| 2 | AFFIRM HLDGS INCCALL | $36.4M | 794800 | 11.83% |
| 3 | AFFIRM HLDGS INC | $26.1M | 570000 | 8.48% |
| 4 | ROBLOX CORP | $25.9M | 458000 | 8.41% |
| 5 | SPHERE ENTERTAINMENT CO | $25.8M | 220028 | 8.39% |
| 6 | KLAVIYO INC | $23.9M | 1226000 | 7.75% |
| 7 | SHOPIFY INC | $23.3M | 196000 | 7.55% |
| 8 | NETFLIX INC. | $19.2M | 199828 | 6.24% |
| 9 | PARAMOUNT SKYDANCE CORPPUT | $17.7M | 1964500 | 5.76% |
| 10 | TRANSDIGM GROUP INC | $15.7M | 13580 | 5.11% |
| 11 | TKO GROUP HOLDINGS INC | $10.1M | 50000 | 3.28% |
| 12 | DOORDASH INC | $6.8M | 45000 | 2.19% |
| 13 | AMAZON COM INC | $6.7M | 32000 | 2.16% |
| 14 | UBER TECHNOLOGIES INC | $5.5M | 77000 | 1.80% |
| 15 | TAKE-TWO INTERACTIVE SOFTWAR | $5.2M | 26163 | 1.68% |
| 16 | LIBERTY MEDIA CORP DEL | $5.1M | 60000 | 1.66% |
| 17 | MADISON SQUARE GARDEN ENTMT | $4.7M | 80000 | 1.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.