
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
| Holding51 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ | 
|---|---|---|---|---|---|---|---|
| 1  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $5.6B 16.32% | 0.3% 7.5M shares | 7.5M → 7.5M +$50.5M | +0.92% | $1.79T Mega Cap | Q4 2016 Held for 8y 10m | 
| 2  Microsoft MSFT | Software - Infrastructure Technology | $3.3B 9.56% | 0.088% 6.6M shares | 6.2M → 6.6M +$154.4M | +4.98% | $3.64T Mega Cap | Q4 2016 Held for 8y 10m | 
| 3  Sea Limited SE | Unknown Unknown | $2.6B 7.53% | — 16.0M shares | — | — | — — | Q4 2022 Held for 2y 10m | 
| 4  Amazon AMZN | Specialty Retail Consumer Cyclical | $2.3B 6.88% | 0.101% 10.7M shares | 6.6M → 10.7M +$898.9M | +62.19% | $2.26T Mega Cap | Q2 2015 Held for 10y 4m | 
| 5  Alphabet Inc. GOOGL | Internet Content & Information Communication Services | $1.9B 5.5% | 0.088% 10.6M shares | 10.3M → 10.6M +$56.9M | +3.13% | $2.04T Mega Cap | Q2 2022 Held for 3y 4m | 
| 6  Nvidia NVDA | Semiconductors Technology | $1.9B 5.43% | 0.048% 11.7M shares | 11.0M → 11.7M +$117.3M | +6.77% | $3.61T Mega Cap | Q1 2023 Held for 2y 7m | 
| 7  Take-Two Interactive Software TTWO | Electronic Gaming & Multimedia Technology | $1.4B 4.16% | 3.19% 5.8M shares | — | — | $44.5B Large Cap | Q4 2022 Held for 2y 10m | 
| 8  Eli Lilly LLY | Drug Manufacturers - General Healthcare | $1.2B 3.46% | 0.168% 1.5M shares | 1.3M → 1.5M +$137.4M | +13.2% | $698.51B Mega Cap | Q2 2023 Held for 2y 4m | 
| 9  Taiwan Semiconductor Manufacturing Company TSM | Semiconductors Technology | $1.0B 3.04% | — 4.6M shares | 4.2M → 4.6M +$76.3M | +7.94% | — — | Q1 2023 Held for 2y 7m | 
| 10  Flutter Entertainment FLUT | Gambling, Resorts & Casinos Consumer Cyclical | $986.8M 2.9% | 1.96% 3.5M shares | 3.4M → 3.5M +$21.7M | +2.25% | $48.7B Large Cap | Q3 2024 Held for 1y 1m | 
| 11  Spotify Technology SPOT | Internet Content & Information Communication Services | $968.0M 2.84% | 0.615% 1.3M shares | — | — | $153.77B Large Cap | Q2 2018 Held for 7y 4m | 
| 12  Reddit RDDT | Internet Content & Information Communication Services | $925.9M 2.72% | 3.33% 6.1M shares | 3.2M → 6.1M +$436.6M | +89.22% | $26.0B Large Cap | Q1 2024 Held for 1y 7m | 
| 13  Apollo Global Management APO | Asset Management - Global Financial Services | $880.9M 2.59% | 1.09% 6.2M shares | — | — | $80.0B Large Cap | Q1 2017 Held for 8y 7m | 
| 14  Broadcom Inc. AVGO | Semiconductors Technology | $745.1M 2.19% | 0.057% 2.7M shares | 2.3M → 2.7M +$119.0M | +19.01% | $1.24T Mega Cap | Q4 2023 Held for 1y 10m | 
| 15  Applovin Corporation APP | Software - Application Technology | $701.2M 2.06% | 0.592% 2.0M shares | 1.7M → 2.0M +$117.2M | +20.07% | $118.26B Large Cap | Q1 2025 Held for 7 months | 
| 16  Veeva Systems VEEV | Medical - Healthcare Information Services Healthcare | $697.1M 2.05% | 1.48% 2.4M shares | — | — | $46.0B Large Cap | Q4 2024 Held for 10 months | 
| 17  General Electric GEV | Renewable Utilities Utilities | $580.9M 1.7% | 0.402% 1.1M shares | 1.1M → 1.1M +$22.5M | +4.03% | $139.43B Large Cap | Q1 2025 Held for 7 months | 
| 18  Zscaler ZS | Software - Infrastructure Technology | $528.4M 1.55% | 1.08% 1.7M shares | 1.7M → 1.7M +$1.3M | +0.25% | $48.0B Large Cap | Q4 2024 Held for 10 months | 
| 19  Lam Research LRCX | Semiconductors Technology | $512.0M 1.5% | 0.411% 5.3M shares | 4.4M → 5.3M +$81.3M | +18.89% | $122.32B Large Cap | Q1 2023 Held for 2y 7m | 
| 20  Corpay CPAY | Software - Infrastructure Technology | $498.3M 1.46% | 2.13% 1.5M shares | 1.2M → 1.5M +$84.3M | +20.36% | $23.2B Large Cap | Q1 2024 Held for 1y 7m | 
| 21  Grab Holdings Limited GRAB | Software - Application Technology | $467.4M 1.37% | 2.25% 92.9M shares | — | — | $19.5B Large Cap | Q4 2022 Held for 2y 10m | 
| 22  Zillow Group, Inc. Z | Internet Content & Information Communication Services | $436.3M 1.28% | 2.58% 6.2M shares | 5.2M → 6.2M +$71.0M | +19.45% | $17.0B Large Cap | Q1 2025 Held for 7 months | 
| 23  Chime Financial, Inc. Class A Common Stock CHYM | Unknown Unknown | $430.4M 1.26% | 3.42% 12.5M shares | 0 → 12.5M +$430.4M | New | $10.6B Large Cap | Q2 2025 Held for 4 months | 
| 24  Sherwin-Williams SHW | Chemicals - Specialty Basic Materials | $413.5M 1.21% | 0.481% 1.2M shares | — | — | $86.6B Large Cap | Q3 2024 Held for 1y 1m | 
| 25  Coupang CPNG | Specialty Retail Consumer Cyclical | $407.0M 1.19% | 0.748% 13.6M shares | 13.3M → 13.6M +$7.7M | +1.93% | $52.6B Large Cap | Q3 2024 Held for 1y 1m | 
| 26  ServiceNow NOW | Software - Application Technology | $308.4M 0.905% | 0.145% 300.0K shares | 579.7K → 300.0K −$287.5M | -48.25% | $206.39B Mega Cap | Q3 2017 Held for 8y 1m | 
| 27  Liberty Media Corporation FWONK | Entertainment Communication Services | $280.3M 0.822% | 1.08% 2.7M shares | — | — | $26.2B Large Cap | Q1 2024 Held for 1y 7m | 
| 28  Block XYZ | Software - Infrastructure Technology | $267.9M 0.786% | 0.641% 3.9M shares | 1.9M → 3.9M +$139.9M | +109.27% | $40.2B Large Cap | Q1 2025 Held for 7 months | 
| 29  CoStar Group CSGP | Real Estate - Services Real Estate | $260.9M 0.766% | 0.769% 3.2M shares | — | — | $34.2B Large Cap | Q4 2024 Held for 10 months | 
| 30  CrowdStrike Holdings, Inc. CRWD | Software - Infrastructure Technology | $254.7M 0.747% | 0.201% 500.0K shares | 900.0K → 500.0K −$203.7M | -44.44% | $120.98B Large Cap | Q2 2019 Held for 6y 4m | 
| 31  Workday, Inc. WDAY | Software - Application Technology | $240.0M 0.704% | 0.375% 1.0M shares | 1.9M → 1.0M −$211.3M | -46.82% | $63.8B Large Cap | Q3 2019 Held for 6y 1m | 
| 32  Applied Materials AMAT | Semiconductors Technology | $163.9M 0.481% | 0.112% 895.2K shares | — | — | $144.59B Large Cap | Q2 2024 Held for 1y 4m | 
| 33  Procore Technologies PCOR | Software - Application Technology | $160.1M 0.47% | 1.57% 2.3M shares | — | — | $10.2B Large Cap | Q3 2023 Held for 2y 1m | 
| 34  Nu Holdings NU | Banks - Diversified Financial Services | $151.4M 0.444% | 0.229% 11.0M shares | — | — | $64.8B Large Cap | Q4 2021 Held for 3y 10m | 
| 35  Elastic ESTC | Software - Application Technology | $142.6M 0.418% | 1.6% 1.7M shares | — | — | $8.9B Mid Cap | Q3 2023 Held for 2y 1m | 
| 36  Webull Corporation Class A Ordinary Shares BULL | Unknown Unknown | $140.2M 0.411% | 2.54% 11.7M shares | 0 → 11.7M +$140.2M | New | $5.2B Mid Cap | Q2 2025 Held for 4 months | 
| 37  UnitedHealth Group UNH | Medical - Healthcare Plans Healthcare | $136.9M 0.402% | 0.048% 438.8K shares | — | — | $277.24B Mega Cap | Q2 2024 Held for 1y 4m | 
| 38 NVO Novo Nordisk NVO | Unknown Unknown | $87.6M 0.257% | — 1.3M shares | — | — | — — | Q2 2023 Held for 2y 4m | 
| 39  Zillow Group, Inc. ZG | Internet Content & Information Communication Services | $68.8M 0.202% | 0.416% 1.0M shares | 902.6K → 1.0M +$7.0M | +11.3% | $16.6B Large Cap | Q1 2025 Held for 7 months | 
| 40 RERE ATRenew RERE | Unknown Unknown | $32.5M 0.095% | — 9.8M shares | 11.5M → 9.8M −$5.5M | -14.37% | — — | Q4 2022 Held for 2y 10m | 
| 41  Hinge Health, Inc. HNGE | Unknown Unknown | $28.6M 0.084% | 0.708% 552.0K shares | 0 → 552.0K +$28.6M | New | $3.7B Mid Cap | Q2 2025 Held for 4 months | 
| 42 ZKH ZKH Group Limited ZKH | Unknown Unknown | $24.6M 0.072% | — 8.0M shares | 8.2M → 8.0M −$609.7K | -2.42% | — — | Q2 2024 Held for 1y 4m | 
| 43  Circle Internet Group, Inc. CRCL | Unknown Unknown | $22.7M 0.067% | 0.056% 125.0K shares | 0 → 125.0K +$22.7M | New | $49.5B Large Cap | Q2 2025 Held for 4 months | 
| 44  Uber Technologies UBER | Software - Application Technology | $14.1M 0.041% | 0.007% 151.2K shares | — | — | $191.66B Large Cap | Q2 2019 Held for 6y 4m | 
| 45 JD JD.com JD | Unknown Unknown | $11.2M 0.033% | — 344.3K shares | — | — | — — | Q4 2022 Held for 2y 10m | 
| 46  DoorDash DASH | Internet Content & Information Communication Services | $6.2M 0.018% | 0.006% 25.3K shares | 2.2M → 25.3K −$535.1M | -98.85% | $100.08B Large Cap | Q3 2023 Held for 2y 1m | 
| 47  eToro Group Ltd. Class A Common Shares ETOR | Unknown Unknown | $5.3M 0.016% | 0.096% 80.0K shares | 0 → 80.0K +$5.3M | New | $5.3B Mid Cap | Q2 2025 Held for 4 months | 
| 48  Triumph Financial TFIN | Banks - Regional Financial Services | $2.4M 0.007% | 0.185% 43.7K shares | 0 → 43.7K +$2.4M | New | $1.4B Small Cap | Q2 2025 Held for 4 months | 
| 49  Everest Consolidator Acquisition MNTN | Shell Companies Financial Services | $437.4K 0.001% | 0.026% 20.0K shares | 0 → 20.0K +$437.4K | New | $1.6B Small Cap | Q2 2025 Held for 4 months | 
| 50  ServiceTitan, Inc. TTAN | Unknown Unknown | - — | — - shares | 1.3M → 0 −$123.8M | Sold | $8.6B Mid Cap | Q4 2024 Held for 10 months |