 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 17.9% | 16.18% | $49.4M | 107,500 | $49.8M | 102,700 | +4,800+4.67% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 15.65% | 20.31% | $43.1M | 529,097 | $62.5M | 1.4M | -835,703-61.23% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 13.81% | 8.39% | $38.1M | 220,028 | $25.8M | 220,028 | 00.00% | Unchanged |
 SHOPIFY INCSHOP |
| 13.5% | 7.55% | $37.2M | 326,000 | $23.2M | 196,000 | +130,000+66.33% | Add |
| KKLAVIYO INCKVYO |
| 7.58% | 7.75% | $20.9M | 1.4M | $23.9M | 1.2M | +157,304+12.83% | Add |
 TRANSDIGM GROUP INCTDG |
| 7.04% | 5.11% | $19.4M | 14,580 | $15.7M | 13,580 | +1,000+7.36% | Add |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 6.43% | — | $17.7M | 44,122 | $0 | 0 | +44,122 | New Buy |
 NETFLIX INCNFLX |
| 4.81% | 6.24% | $13.3M | 185,828 | $19.2M | 199,828 | -14,000-7.01% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 3.45% | 1.66% | $9.5M | 100,000 | $5.1M | 60,000 | +40,000+66.67% | Add |
| DDOORDASH INCDASH |
| 3.01% | 2.19% | $8.3M | 45,000 | $6.8M | 45,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 2.77% | 2.16% | $7.6M | 32,000 | $6.7M | 32,000 | 00.00% | Unchanged |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 2.29% | — | $6.3M | 363,733 | $0 | 0 | +363,733 | New Buy |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 1.76% | 1.53% | $4.9M | 60,000 | $4.7M | 80,000 | -20,000-25.00% | Reduce |
