The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AVIS BUDGET GROUP | COM | 053774105 | 3,132,155,187 | 17,430,882 | SH | OTR | 1 | 17,430,882 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 42,995,124 | 969,699 | SH | OTR | 1 | 969,699 | 0 | 0 | |
DATADOG INC | CL A COM | 23804L103 | 133,318,140 | 1,463,587 | SH | OTR | 1 | 1,463,587 | 0 | 0 | |
LITHIA MTRS INC | COM | 536797103 | 107,017,846 | 362,367 | SH | OTR | 1 | 362,367 | 0 | 0 | |
META PLATFORMS INC | CL A | 30303M102 | 513,464,774 | 1,710,352 | SH | OTR | 1 | 1,710,352 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 10,291,697 | 279,970 | SH | OTR | 1 | 279,970 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 883,534,157 | 2,339,868 | SH | OTR | 1 | 2,339,868 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 98,034,566 | 225,372 | SH | OTR | 1 | 225,372 | 0 | 0 | |
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 420,770,610 | 4,290,513 | SH | OTR | 1 | 4,290,513 | 0 | 0 | |
PLANET FITNESS INC | CL A | 72703H101 | 342,135,572 | 6,956,803 | SH | OTR | 1 | 6,956,803 | 0 | 0 | |
SEA LTD | SPONSORED ADS | 81141R100 | 3,879,203 | 88,264 | SH | OTR | 1 | 88,264 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 221,882 | 4,066 | SH | OTR | 1 | 4,066 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 469,221,244 | 52,662,317 | SH | OTR | 1 | 52,662,317 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 262,148,202 | 1,695,216 | SH | OTR | 1 | 1,695,216 | 0 | 0 | |
STELLANTIS N.V | SHS | N82405106 | 161,988,804 | 8,467,789 | SH | OTR | 1 | 8,467,789 | 0 | 0 | |
ATLASSIAN CORPORATION | CL A | 049468101 | 217,114,330 | 1,077,437 | SH | OTR | 1 | 1,077,437 | 0 | 0 | |
TRIPADVISOR INC | COM | 896945201 | 21,453,724 | 1,293,952 | SH | OTR | 1 | 1,293,952 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 66,741,546 | 768,027 | SH | OTR | 1 | 768,027 | 0 | 0 | |
10X GENOMICS INC | CL A COM | 88025U109 | 43,279,913 | 1,049,210 | SH | OTR | 1 | 1,049,210 | 0 | 0 |