Holdings
Growth Portfolio
As of Jun 30, 2026, Growth Portfolio reported 20 positions worth US$517M. 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. | 312K | US$76.6M | −38,771 | Jun 30, 2026 |
| Tesla, Inc. | 125K | US$52.4M | −11,247 | Jun 30, 2026 |
| Royalty Pharma Plc | 779K | US$43.7M | −66,192 | Jun 30, 2026 |
| Affirm Holdings, Inc. | 486K | US$39.7M | −26,257 | Jun 30, 2026 |
| Applovin Corporation | 68,862 | US$35.5M | −6,191 | Jun 30, 2026 |
| Roivant Sciences Ltd. | 839K | US$29.7M | −17,077 | Jun 30, 2026 |
| Aurora Innovation, Inc. | 4.09M | US$27.9M | +170K | Jun 30, 2026 |
| Space Exploration Technologies Corp | 160K | US$27.4M | new | Jun 30, 2026 |
| Doordash, Inc. | 146K | US$26.9M | +29,351 | Jun 30, 2026 |
| Shopify Inc. | 225K | US$25.7M | +40,340 | Jun 30, 2026 |