|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
1,456,568 |
$110M |
17.47% |
-
|
- |
|
AYI
|
US |
ACUITY BRANDS INC |
344,100 |
$101M |
15.94% |
-
|
- |
|
AUR
|
US |
AURORA INNOVATION INC |
10,385,096 |
$65M |
10.37% |
-
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
721,382 |
$44M |
6.97% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
88,383 |
$37M |
5.91% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
65,553 |
$35M |
5.47% |
-
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
440,097 |
$33M |
5.16% |
-12.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
143,361 |
$30M |
4.74% |
-8.8%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
111,992 |
$29M |
4.58% |
-
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
41 |
$28M |
4.43% |
-
|
- |
|
KR
|
US |
KROGER CO |
311,490 |
$19M |
3.02% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
83,380 |
$16M |
2.50% |
-
|
- |
|
IAC
|
US |
IAC INC |
319,477 |
$14M |
2.19% |
-
|
- |
|
YOU
|
US |
CLEAR SECURE INC -CLASS A |
490,620 |
$13M |
2.07% |
-25.0%
|
- |
|
JOBY
|
US |
JOBY AVIATION INC |
1,557,888 |
$13M |
2.01% |
-
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
89,900 |
$10M |
1.53% |
-
|
- |
|
CPNG
|
US |
COUPANG INC |
325,000 |
$7M |
1.13% |
-
|
- |
|
KO
|
US |
COCA-COLA CO/THE |
164,908 |
$6M |
0.98% |
66.5%
|
- |
|
TEM
|
US |
TEMPUS AI INC |
109,459 |
$4M |
0.59% |
-
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
11,668 |
$4M |
0.58% |
493.5%
|
- |