| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| BNBROOKFIELD CORP | 18.15% | Add 49.7% | 61,403,089 | $2.82B |
| UBERUBER TECHNOLOGIES INC | 15.90% | Reduce 0.2% | 30,207,734 | $2.47B |
| AMZNAMAZON COM INC | 14.28% | Add 65.0% | 9,607,824 | $2.22B |
| GOOGALPHABET INC | 12.46% | Reduce 2.5% | 6,163,871 | $1.93B |
| METAMETA PLATFORMS INC | 11.37% | NEW | 2,673,569 | $1.76B |
| QSRRESTAURANT BRANDS INTL INC | 10.05% | Reduce 0.2% | 22,866,773 | $1.56B |
| HHHHOWARD HUGHES HOLDINGS INC | 9.69% | — | 18,852,064 | $1.50B |
| HLTHILTON WORLDWIDE HLDGS INC | 5.60% | Reduce 0.1% | 3,028,664 | $870M |
| GOOGLALPHABET INC | 1.37% | Reduce 86.0% | 678,297 | $212M |
| SEGSEAPORT ENTMT GROUP INC | 0.64% | — | 5,023,780 | $99M |
| HTZHERTZ GLOBAL HLDGS INC | 0.50% | — | 15,241,127 | $78M |