Managed by Ken Griffin
| Stock | % of Portfolio | Change |
|---|---|---|
| GOOGL | 11.2% | +3.2pp |
| MSFT | 8.9% | -1.6pp |
| AMZN | 7.8% | +0.3pp |
| NVDA | 6.9% | +0.2pp |
| SE | 6.6% | -2.2pp |
| FB | 6.1% | -0.3pp |
| TTWO | 5.0% | +0.4pp |
| TSM | 3.8% | -0.1pp |
| AVGO | 3.3% | +0.4pp |
| APO | 3.0% | +0.5pp |
| RDDT | 3.0% | -0.3pp |
| APP | 2.9% | -1.5pp |
| FLUT | 2.9% | — |
| SPOT | 2.5% | -0.3pp |
| LRCX | 2.2% | — |
| GEV | 2.1% | — |
| CPNG | 2.1% | +0.5pp |
| VEEV | 1.8% | -0.4pp |
| CPAY | 1.8% | +0.2pp |
| GRAB | 1.6% | -0.2pp |
| SQ | 1.4% | +0.4pp |
| CHYM | 1.2% | +0.4pp |
| ZS | 1.2% | -0.4pp |
| NOW | 1.1% | +0.2pp |
| FWONK | 0.9% | — |
| AMAT | 0.8% | +0.2pp |
| NFLX | 0.8% | — |
| WDAY | 0.7% | — |
| WLTH | 0.7% | NEW |
| NU | 0.6% | — |
| PCOR | 0.6% | — |
| CSGP | 0.5% | -0.3pp |
| UNH | 0.5% | — |
| ESTC | 0.4% | — |
| HNGE | 0.3% | +0.2pp |
| SHW | 0.3% | — |
| Z | 0.2% | — |
| BULL | 0.2% | -0.4pp |
| RERE | 0.2% | — |
| PONY | 0.1% | +0.1pp |
| CRCL | 0.1% | — |
| UBER | 0.0% | — |
| JD | 0.0% | — |
| NTSK | 0.0% | — |
| FIGR | 0.0% | — |
| DASH | 0.0% | — |
| KLAR | 0.0% | — |
| BLSH | 0.0% | — |
| ETOR | 0.0% | — |
| FIG | 0.0% | — |
| ARX | 0.0% | — |
| GEMI | 0.0% | — |
| MNTN | 0.0% | — |