 AIRBNB INC COM CL AABNB |
| 10.84% | 11.32% | $300.5M | 2.1M | $227.3M | 1.8M | +300,000+16.67% | Add |
| PPERSHING SQUARE INCPS |
| 10.15% | — | $281.2M | 8.6M | $0 | 0 | +8.6M | New Buy |
 VISA INCV |
| 9.9% | 11.28% | $274.5M | 800,000 | $226.7M | 750,000 | +50,000+6.67% | Add |
 AMAZON COM INCAMZN |
| 9.46% | 12.23% | $262.2M | 1.1M | $245.8M | 1.2M | -80,000-6.78% | Reduce |
 MICROSOFT CORPMSFT |
| 9.42% | 12.44% | $261.1M | 700,000 | $249.9M | 675,000 | +25,000+3.70% | Add |
| QQXO INCQXO |
| 7.48% | 10.63% | $207.4M | 12.0M | $213.6M | 11.0M | +1.0M+9.09% | Add |
 PROGRESSIVE CORPPGR |
| 7.09% | 5.92% | $196.6M | 900,000 | $118.9M | 600,000 | +300,000+50.00% | Add |
 NETFLIX INCNFLX |
| 6.57% | 7.18% | $182.1M | 2.6M | $144.2M | 1.5M | +1.1M+70.00% | Add |
 WASTE CONNECTIONS INCWCN |
| 6.31% | — | $175.0M | 1.1M | $0 | 0 | +1.1M | New Buy |
 HCA HEALTHCARE INCHCA |
| 5.63% | — | $156.0M | 400,000 | $0 | 0 | +400,000 | New Buy |
 UNION PAC CORPUNP |
| 4.42% | 5.43% | $122.4M | 450,000 | $109.2M | 450,000 | 00.00% | Unchanged |
| PPERSHING SQUARE USA LTDPSUS |
| 4.05% | — | $112.1M | 3.0M | $0 | 0 | +3.0M | New Buy |
 MSCI INCMSCI |
| 4.04% | 5.37% | $112.0M | 200,000 | $107.8M | 200,000 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 3.87% | 6.3% | $107.2M | 300,000 | $126.5M | 440,000 | -140,000-31.82% | Reduce |
 HOWARD HUGHES HOLDINGS INCHHH |
| 0.77% | 0.94% | $21.4M | 300,000 | $19.0M | 300,000 | 00.00% | Unchanged |
