CHARLOTTESVILLE, VA
Allocation by class
Portfolio Concentration
Top 3 weight
37.3%
Top 10 weight
85.1%
Voting Authority Distribution
Total shares with voting rights: 44.99M
Full voting authority
44.99M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 306.25K | SH | $519.82M 13.94% | 306.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.15M | SH | $512.91M 13.75% | 2.15M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.01M | SH | $358.47M 9.61% | 1.01M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 1.48M | SH | $351.15M 9.41% | 1.48M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 995K | SH | $328.81M 8.81% | 995K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 864.60K | SH | $296.63M 7.95% | 864.60K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.45M | SH | $266.99M 7.16% | 1.45M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.01M | SH | $202.39M 5.43% | 1.01M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 11.53M | SH | $200.23M 5.37% | 11.53M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 556.72K | SH | $138.27M 3.71% | 556.72K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.37M | SH | $129.98M 3.48% | 1.37M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 1.53M | SH | $125.11M 3.35% | 1.53M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 8.72M | SH | $116.44M 3.12% | 8.72M | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 373.99K | SH | $94.08M 2.52% | 373.99K | 0.00 | 0.00 |
AURORA INNOVATION INCSOLE | CLASS A COM | 11.55M | SH | $78.80M 2.11% | 11.55M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 89.30K | SH | $10.20M 0.27% | 89.30K | 0.00 | 0.00 |