| BLKBLACKROCK INC | New Buy | 10.6% | 695,000 | +695,000 | +10.6pp | $1070.34 |
| RBLXROBLOX CORP | Add | 6.9% | 5,975,821 | +1,692,600 | -3.1pp | $81.03 |
| RKTROCKET COS INC | Add | 10.9% | 39,380,652 | +13,985,025 | +2.6pp | $19.36 |
| TOSTTOAST INC | Add | 4.1% | 8,015,277 | +4,618,077 | +2.0pp | $35.51 |
| LLYVKLIBERTY LIVE HOLDINGS INC | Add | 4.3% | 3,603,988 | +88,100 | -1.5pp | $83.16 |
| LLYVALIBERTY LIVE HOLDINGS INC | Add | 2.1% | 1,799,319 | +79,771 | -0.6pp | $81.50 |
| VVISA INC | Add | 8.6% | 1,718,250 | +152,400 | -0.4pp | $350.71 |
| FBMETA PLATFORMS INC | Add | 9.8% | 1,047,974 | +279,300 | +0.3pp | $660.09 |
| CRMSALESFORCE INC | Add | 11.3% | 2,994,509 | +96,000 | -0.3pp | $264.91 |
| LYVLIVE NATION ENTERTAINMENT IN | Add | 1.7% | 823,066 | +182,200 | -0.1pp | $142.50 |
| SSDSIMPSON MFG INC | Add | 3.4% | 1,472,142 | +264,200 | -0.0pp | $161.47 |