Filed value
$2.3BWeight / quantity
9.72% · 4,881,008 sharesReported change
Institutional filer · CIK 0001167483
Reported positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.
Reported book
$24.0BFiling lines parsed
46Holdings published
25Current reported holdings
As of 2026-06-30; filed 2026-08-14. Reported changes appear only when both exact quarter filing receipts are present.
Filed value
$2.3BWeight / quantity
9.72% · 4,881,008 sharesReported change
Filed value
$2.3BWeight / quantity
9.62% · 9,683,558 sharesReported change
Filed value
$2.2BWeight / quantity
9.34% · 11,198,773 sharesReported change
Filed value
$2.1BWeight / quantity
8.65% · 5,805,687 sharesReported change
Filed value
$1.6BWeight / quantity
6.63% · 2,823,180 sharesReported change
Filed value
$1.4BWeight / quantity
5.72% · 3,163,495 sharesReported change
Filed value
$1.2BWeight / quantity
5.02% · 12,559,152 sharesReported change
Filed value
$1.2BWeight / quantity
4.92% · 1,632,210 sharesReported change
Filed value
$937.0MWeight / quantity
3.91% · 797,511 sharesReported change
Filed value
$845.6MWeight / quantity
3.53% · 2,266,913 sharesReported change
Filed value
$716.5MWeight / quantity
2.99% · 2,149,877 sharesReported change
Filed value
$662.8MWeight / quantity
2.76% · 2,999,000 sharesReported change
Filed value
$662.6MWeight / quantity
2.76% · 1,754,062 sharesReported change
Filed value
$633.4MWeight / quantity
2.64% · 36,467,972 sharesReported change
Filed value
$593.8MWeight / quantity
2.48% · 4,252,690 sharesReported change
Filed value
$537.8MWeight / quantity
2.24% · 1,171,427 sharesReported change
Filed value
$452.3MWeight / quantity
1.89% · 1,809,348 sharesReported change
Filed value
$439.0MWeight / quantity
1.83% · 2,528,819 sharesReported change
Filed value
$392.0MWeight / quantity
1.63% · 674,727 sharesReported change
Filed value
$347.8MWeight / quantity
1.45% · 4,576,007 sharesReported change
Filed value
$322.2MWeight / quantity
1.34% · 2,723,110 sharesReported change
Filed value
$275.1MWeight / quantity
1.15% · 285,100 sharesReported change
Filed value
$274.0MWeight / quantity
1.14% · 798,697 sharesReported change
Filed value
$259.9MWeight / quantity
1.08% · 153,126 sharesReported change
Filed value
$216.8MWeight / quantity
0.90% · 2,278,555 sharesReported change
These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.
APPLOVIN CORP
Reported long
Prior filed value $398.0M · 1,000,000 shares
ZILLOW GROUP INC
Reported long
Prior filed value $347.3M · 8,392,690 shares
NFLX · NETFLIX INC.
Reported long
Prior filed value $234.5M · 2,439,000 shares
ZSCALER INC
Reported long
Prior filed value $221.6M · 1,579,766 shares
PROCORE TECHNOLOGIES INC
Reported long
Prior filed value $133.4M · 2,339,500 shares
LUMENTUM HLDGS INC
Reported long
Prior filed value $96.1M · 136,800 shares
COSTAR GROUP INC
Reported long
Prior filed value $60.5M · 1,500,000 shares
ROBINHOOD VENTURES FD I
Reported long
Prior filed value $10.6M · 400,000 shares
Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.
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