CHARLOTTESVILLE, VA
Allocation by class
Portfolio Concentration
Top 3 weight
38.4%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 48.62M
Full voting authority
48.62M
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 | 278.93K | SH | $482.28M 15.14% | 278.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2M | SH | $416.33M 13.07% | 2M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 1.07M | SH | $324.35M 10.18% | 1.07M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 1.37M | SH | $320.61M 10.06% | 1.37M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.04M | SH | $298.84M 9.38% | 1.04M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 14.85M | SH | $280.35M 8.80% | 14.85M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 763.82K | SH | $230.86M 7.25% | 763.82K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.34M | SH | $201.78M 6.33% | 1.34M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 1.47M | SH | $140.92M 4.42% | 1.47M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 2.13M | SH | $120.53M 3.78% | 2.13M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 8.10M | SH | $116.33M 3.65% | 8.10M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.27M | SH | $107.89M 3.39% | 1.27M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 2.21M | SH | $101.06M 3.17% | 2.21M | 0.00 | 0.00 |
AURORA INNOVATION INCSOLE | CLASS A COM | 10.73M | SH | $44.22M 1.39% | 10.73M | 0.00 | 0.00 |