Holdings
Growth Portfolio
As of Jun 30, 2026, Growth Portfolio reported 20 positions worth US$3.24B. Largest: Cloudflare, Inc., Tesla, Inc. and Royalty Pharma Plc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cloudflare, Inc. | 1.97M | US$483M | −270K | Jun 30, 2026 |
| Tesla, Inc. | 790K | US$332M | −48,134 | Jun 30, 2026 |
| Royalty Pharma Plc | 4.91M | US$275M | −299K | Jun 30, 2026 |
| Affirm Holdings, Inc. | 3.08M | US$251M | −188K | Jun 30, 2026 |
| Applovin Corporation | 436K | US$225M | −26,575 | Jun 30, 2026 |
| Roivant Sciences Ltd. | 5.28M | US$187M | −178K | Jun 30, 2026 |
| Aurora Innovation, Inc. | 25.8M | US$176M | +1.38M | Jun 30, 2026 |
| Space Exploration Technologies Corp | 1.01M | US$173M | new | Jun 30, 2026 |
| Doordash, Inc. | 920K | US$170M | +177K | Jun 30, 2026 |
| Shopify Inc. | 1.42M | US$162M | +278K | Jun 30, 2026 |