|
APP
|
US |
APPLOVIN CORP-CLASS A |
2,793,759 |
$905M |
12.92% |
-16.1%
|
- |
|
NFLX
|
US |
NETFLIX INC |
819,000 |
$730M |
10.43% |
30.2%
|
- |
|
DOCU
|
US |
DOCUSIGN INC |
4,754,753 |
$428M |
6.11% |
34.0%
|
- |
|
LYV
|
US |
LIVE NATION ENTERTAINMENT IN |
3,208,082 |
$415M |
5.93% |
32.0%
|
- |
|
IBIT
|
US |
ISHARES BITCOIN TRUST ETF |
7,128,000 |
$378M |
5.40% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
612,858 |
$359M |
5.12% |
29.3%
|
- |
|
FWONK
|
US |
LIBERTY MEDIA CORP-LIB-NEW-C |
3,637,776 |
$337M |
4.81% |
98.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
2,407,012 |
$323M |
4.62% |
-10.8%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
5,198,039 |
$317M |
4.52% |
11.6%
|
- |
|
TWLO
|
US |
TWILIO INC - A |
2,787,363 |
$301M |
4.30% |
100.0%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
4,951,000 |
$299M |
4.26% |
100.0%
|
- |
|
WBD
|
US |
WARNER BROS DISCOVERY INC |
22,404,700 |
$237M |
3.38% |
-
|
- |
|
DT
|
US |
DYNATRACE INC |
3,887,043 |
$211M |
3.02% |
-2.3%
|
- |
|
DKNG
|
US |
DRAFTKINGS INC-CL A |
5,245,494 |
$195M |
2.79% |
10.2%
|
- |
|
NTNX
|
US |
NUTANIX INC - A |
2,794,636 |
$171M |
2.44% |
-25.6%
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
1,338,000 |
$157M |
2.25% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
635,733 |
$147M |
2.10% |
100.0%
|
- |
|
FUN
|
US |
SIX FLAGS ENTERTAINMENT CORP |
2,471,000 |
$119M |
1.70% |
100.0%
|
- |
|
ZI
|
US |
ZOOMINFO TECHNOLOGIES INC |
11,096,283 |
$117M |
1.67% |
100.0%
|
- |
|
USM
|
US |
US CELLULAR CORP |
1,815,844 |
$114M |
1.63% |
2.0%
|
- |