| CCARVANA CO CL ACVNA |
| 59.61% | 57.53% | $1.40B | 21.3M | $1.32B | 4.2M | +17.1M+407.85% | Add |
 COUPANG INC CLASS ACPNG |
| 18.94% | 21.13% | $446.5M | 25.7M | $485.3M | 25.7M | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 4.55% | 0.67% | $107.3M | 450,000 | $15.4M | 74,000 | +376,000+508.11% | Add |
| DDOORDASH INCDASH |
| 3.91% | 3.27% | $92.3M | 500,000 | $75.1M | 500,000 | 00.00% | Unchanged |
| SSERVICETITAN INC SHS CL ATTAN |
| 3.9% | 3.44% | $91.9M | 1.3M | $79.0M | 1.2M | +55,275+4.44% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.34% | — | $78.8M | 165,000 | $0 | 0 | +165,000 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.87% | — | $44.0M | 257,730 | $0 | 0 | +257,730 | New Buy |
| KKLAVIYO INCKVYO |
| 1.48% | 1.96% | $35.0M | 2.3M | $45.1M | 2.3M | 00.00% | Unchanged |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.41% | — | $33.2M | 150,000 | $0 | 0 | +150,000 | New Buy |
| NNAVAN INCNAVN |
| 0.98% | 8.27% | $23.1M | 1.0M | $190.0M | 14.3M | -13.3M-92.96% | Reduce |
