← Investors
Portfolio · 2025-Q2
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| SHOPIFY INC CL A SUB VTG SHS | 14,690,160 | $1694.5M | 5.2% |
| AMAZON COM INC COM | 13,921,840 | $3054.3M | 9.4% |
| ORACLE CORP COM | 11,983,204 |
Recent moves
Latest filed · 2026-03-31
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q139 opened
OpenedLLY +$841.2MV +$739.2MABNB +$287.1MSNPS +$266.1MSPOT +$52.1MGOOGL +$8.1M+33 more