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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FPS | Forgent Power Solutions Inc | 4.78% | 341,467 | $9,994,739 | 341,467 | New | $29.27 | 13F |
| PLTR | Palantir Technologies Inc. | 4.18% | 59,765 | $8,742,424 | 59,765 | New | $146.28 | 13F |
| HOOD | Robinhood | 3.96% | 119,527 | $8,283,221 | 119,527 | New | $69.3 | 13F |
| LITE | Lumentum Holdings Inc | 3.84% | 11,420 | $8,025,519 | 11,420 | New | $702.76 | 13F |
| CRWV | Coreweave Inc. | 3.79% | 102,307 | $7,925,723 | 102,307 | New | $77.47 | 13F |
| AMAT | Applied Materials, Inc. | 0.00817% | 50 | $17,089 | 50 | New | $341.78 | 13F |
| LRCX | Lam Research Corp. | 0.00643% | 63 | $13,461 | 63 | New | $213.67 | 13F |
| TTMI | TTM Technologies | 0.00629% | 135 | $13,152 | 135 | New | $97.42 | 13F |
| ADI | Analog Devices | 0.00623% | 41 | $13,044 | 41 | New | $318.15 | 13F |
| TWLO | Twilio Inc. | 0.00613% | 102 | $12,834 | 102 | New | $125.82 | 13F |
| UBER | Uber Technologies, Inc | 0.00554% | 161 | $11,581 | 161 | New | $71.93 | 13F |