Total Value
$1283.19B
Holdings Count
27
Period of Report
Mar 31, 2025
Report Type
HR
| Issuer | CUSIP | Value | Shares |
|---|---|---|---|
| CHART INDS INC | 16115Q308 | $168.18B | 1,165,000 |
| APPLOVIN CORP | 03831W108 | $116.06B | 438,000 |
| UBER TECHNOLOGIES INC | 90353T100 | $111.11B | 1,525,000 |
| PROGRESSIVE CORP | 743315103 | $107.54B | 380,000 |
| MOBILE INFRASTRUCTURE CORP | 60739N101 | $101.32B | 24,296,528 |
| CARVANA CO | 146869102 | $87.81B | 420,000 |
| KEMPER CORP | 488401100 | $71.86B | 1,075,000 |
| TWILIO INC | 90138F102 | $62.98B | 643,193 |
| MR COOPER GROUP INC | 62482R107 | $59.80B | 500,000 |
| CROCS INC | 227046109 | $55.22B | 520,000 |
| TRIMBLE INC | 896239100 | $47.60B | 725,000 |
| ELASTIC N V | N14506104 | $40.09B | 450,000 |
| COMPASS INC | 20464U100 | $34.04B | 3,898,703 |
| COSTAR GROUP INC | 22160N109 | $31.30B | 395,000 |
| ENOVA INTL INC | 29357K103 | $28.24B | 292,500 |
| LAZARD INC | 52110M109 | $28.14B | 650,000 |
| SIX FLAGS ENTERTAINMENT CORP | 83001C108 | $23.01B | 645,000 |
| DANAOS CORPORATION | Y1968P121 | $19.51B | 250,000 |
| EQUIFAX INC | 294429105 | $19.48B | 80,000 |
| PAYPAL HLDGS INC | 70450Y103 | $16.31B | 250,000 |
| RXSIGHT INC | 78349D107 | $15.15B | 600,000 |
| CERENCE INC | 156727109 | $11.85B | 1,500,000 |
| CARGURUS INC | 141788109 | $9.90B | 340,000 |
| ROCKET COS INC | 77311W101 | $6.34B | 525,000 |
| NANO NUCLEAR ENERGY INC | 63010H108 | $5.29B | 200,000 |
| PURPLE INNOVATION INC | 74640Y106 | $2.94B | 3,878,970 |
| GREEN DOT CORP | 39304D102 | $2.11B | 249,716 |