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10%held throughout
Sorted by portfolio weight, high to low
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 20.3%-0.3% | Reduced0.1% | 30,270,518 | $97.97 | $2.97B |
| BNBROOKFIELD CORPReal Estate | 19.2%+0.7% | Reduced0.3% | 41,020,231 | $68.58 | $2.81B |
| GOOGALPHABET INCCommunication ServicesGOOG · GOOGLSupply chain (as of Q2 2026) | 18.6%+3.5% | Reduced | GOOG6,324,031GOOGL4,843,973 | GOOG$243.55GOOGL$243.10 | $2.72B |
| HHHHOWARD HUGHES HOLDINGS INCReal Estate | 10.6%+1.3% | Unchanged | 18,852,064 | $82.17 | $1.55B |
| QSRRESTAURANT BRANDS INTERNConsumer Discretionary | 10.0%-1.1% | Reduced0.4% | 22,915,496 | $64.14 | $1.47B |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 8.7%-0.6% | Unchanged | 5,823,316 | $219.57 | $1.28B |
| CMGCHIPOTLE MEXICAN GRILL INCConsumer Discretionary | 5.8%-3.0% | Unchanged | 21,541,177 | $39.19 | $844.2M |
| HLTHILTON WORLDWIDE HOLDINGS INConsumer Discretionary | 5.4%-0.5% | Unchanged | 3,030,578 | $259.44 | $786.3M |
| SEGSEAPORT ENTERTAINMENT GROUPConsumer Discretionary | 0.8%+0.1% | Unchanged | 5,023,780 | $22.92 | $115.1M |
| HTZHERTZ GLOBAL HLDGS INCConsumer Discretionary | 0.7%-0.1% | Unchanged | 15,241,127 | $6.80 | $103.6M |