| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| BNBROOKFIELD CORP | 17.62% | Reduce 2.8% | 59,697,208 | $2.42B |
| AMZNAMAZON COM INC | 17.39% | Add 19.2% | 11,451,981 | $2.39B |
| UBERUBER TECHNOLOGIES INC | 15.71% | Reduce 0.8% | 29,958,771 | $2.15B |
| MSFTMICROSOFT CORP | 15.26% | NEW | 5,654,078 | $2.09B |
| QSRRESTAURANT BRANDS INTL INC | 12.20% | Reduce 1.0% | 22,645,483 | $1.67B |
| METAMETA PLATFORMS INC | 11.10% | Reduce 0.5% | 2,660,861 | $1.52B |
| HHHHOWARD HUGHES HOLDINGS INC | 8.70% | — | 18,852,064 | $1.19B |
| SEGSEAPORT ENTMT GROUP INC | 0.79% | — | 5,023,780 | $108M |
| GOOGALPHABET INC | 0.65% | Reduce 94.9% | 311,726 | $89M |
| HTZHERTZ GLOBAL HLDGS INC | 0.51% | — | 15,241,127 | $70M |
| GOOGLALPHABET INC | 0.07% | Reduce 95.2% | 32,376 | $9M |