LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.8%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 128.04M
Full voting authority
128.04M
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 |
|---|---|---|---|---|---|---|---|
F5 INCSOLE | COM | 2.12M | SH | $881.31M 7.28% | 2.12M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 1.68M | SH | $864.16M 7.14% | 1.68M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 4.19M | SH | $768.00M 6.35% | 4.19M | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 14.33M | SH | $747.69M 6.18% | 14.33M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 22.88M | SH | $585.57M 4.84% | 22.88M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 3.34M | SH | $578.93M 4.79% | 3.34M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 466.94K | SH | $538.99M 4.45% | 466.94K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 3.27M | SH | $500.04M 4.13% | 3.27M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 5.25M | SH | $499.33M 4.13% | 5.25M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 4.83M | SH | $484.65M 4.01% | 4.83M | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 4.88M | SH | $461.47M 3.81% | 4.88M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 2.19M | SH | $452.37M 3.74% | 2.19M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 2.61M | SH | $450.85M 3.73% | 2.61M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 644.76K | SH | $411.82M 3.40% | 644.76K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 472.24K | SH | $405.21M 3.35% | 472.24K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 553.93K | SH | $400.49M 3.31% | 553.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.12M | SH | $399.54M 3.30% | 1.12M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.52M | SH | $303.94M 2.51% | 1.52M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 3.66M | SH | $296.28M 2.45% | 3.66M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 5.67M | SH | $288.84M 2.39% | 5.67M | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPSOLE | COM | 18.82M | SH | $288.06M 2.38% | 18.82M | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 561.51K | SH | $275.46M 2.28% | 561.51K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 4.43M | SH | $247.40M 2.04% | 4.43M | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 563.53K | SH | $234.03M 1.93% | 563.53K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 1.36M | SH | $192.37M 1.59% | 1.36M | 0.00 | 0.00 |