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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| IOT | Samsara Inc. | 4.92% | 324,795 | $10,292,754 | 106,728 | 48.94% | $31.69 | 13F |
| APP | AppLovin Corporation | 3.94% | 20,688 | $8,233,824 | 6,747 | 48.4% | $398 | 13F |
| RBLX | Roblox Corp | 3.53% | 130,563 | $7,384,643 | 60,144 | 85.41% | $56.56 | 13F |
| META | Meta Platforms, Inc. (fka Face | 0.03% | 114 | $65,223 | 22 | 23.91% | $572.13 | 13F |
| GEV | GE Vernova Inc | 0.01% | 27 | $23,568 | 3 | 12.5% | $872.89 | 13F |
| SHOP | Shopify Inc. | 0.01% | 241 | $28,587 | 82 | 51.57% | $118.62 | 13F |
| NFLX | Netflix, Inc. | 0.00928% | 202 | $19,422 | 27 | 15.43% | $96.15 | 13F |
| MU | Micron Technology Inc. | 0.0071% | 44 | $14,865 | 7 | 18.92% | $337.84 | 13F |
| V | Visa Inc. | 0.00563% | 39 | $11,787 | 15 | 62.5% | $302.23 | 13F |
| MA | Mastercard Inc. | 0.00549% | 23 | $11,492 | 8 | 53.33% | $499.65 | 13F |