Disclosed positions
| APPLOVIN CORP | APP | COM CL A | $922,261,700 | 1,790,000 | SH | None |
| CARVANA CO | CVNA | CL A | $768,448,500 | 11,675,000 | SH | None |
| CORPAY INC | CPAY | COM SHS | $293,277,600 | 880,000 | SH | None |
| WAYFAIR INC | W | CL A | $268,914,474 | 2,909,700 | SH | None |
| GXO LOGISTICS INCORPORATED | GXO | COMMON STOCK | $266,175,000 | 5,250,000 | SH | None |
| COLLIERS INTL GROUP INC | CIGI | SUB VTG SHS | $257,351,861 | 2,745,325 | SH | None |
| DRAFTKINGS INC NEW | DKNG | COM CL A | $243,759,000 | 9,650,000 | SH | None |
| SPORTRADAR GROUP AG | SRAD | CLASS A ORD SHS | $137,050,350 | 9,155,000 | SH | None |
| CIMPRESS PLC | CMPR | SHS EURO | $124,341,776 | 1,222,633 | SH | None |
| CORE & MAIN INC | CNM | CL A | $103,737,500 | 2,150,000 | SH | None |
| QXO INC | QXO | COM NEW | $14,048,796 | 813,009 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.