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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| OSCR | Oscar Health, Inc. | 14.21% | 2,591,792 | $29,727,854 | -148,805 | -5.43% | $11.47 | 13F |
| TSM | Taiwan Semiconductor | 10.09% | 62,474 | $21,113,088 | -13,737 | -18.02% | $337.95 | 13F |
| VRT | Vertiv Holding | 8.53% | 71,236 | $17,850,317 | -51,986 | -42.19% | $250.58 | 13F |
| NU | Nu Holdings Ltd. | 6.18% | 899,277 | $12,922,610 | -322,874 | -26.42% | $14.37 | 13F |
| TOST | Toast, Inc. | 5.46% | 430,893 | $11,422,973 | -55,690 | -11.45% | $26.51 | 13F |
| ANET | Arista Networks | 4.51% | 76,802 | $9,429,750 | -5,765 | -6.98% | $122.78 | 13F |
| NET | Cloudflare, Inc | 4.26% | 43,180 | $8,909,761 | -9,502 | -18.04% | $206.34 | 13F |
| CRWD | CrowdStrike Holdings, Inc | 4.22% | 22,635 | $8,836,930 | -4,978 | -18.03% | $390.41 | 13F |
| DDOG | Datadog, Inc. | 3.62% | 64,199 | $7,578,692 | -19,514 | -23.31% | $118.05 | 13F |
| SNOW | Snowflake, Inc. | 3% | 41,652 | $6,281,955 | -36,495 | -46.7% | $150.82 | 13F |
| MDB | MongoDB, Inc | 2.57% | 21,964 | $5,376,128 | -21,099 | -49% | $244.77 | 13F |
| NVDA | Nvidia Corp. | 0.07% | 889 | $155,042 | -104 | -10.47% | $174.4 | 13F |
| GOOGL | Alphabet Inc. Class A | 0.05% | 397 | $114,161 | -77 | -16.24% | $287.56 | 13F |
| AAPL | Apple Inc. | 0.05% | 430 | $109,130 | -170 | -28.33% | $253.79 | 13F |
| AMZN | Amazon.Com Inc. | 0.03% | 297 | $61,856 | -122 | -29.12% | $208.27 | 13F |
| MSFT | Microsoft Corp. | 0.03% | 190 | $70,332 | -101 | -34.71% | $370.17 | 13F |
| AMD | Advanced Micro Devices | 0.00535% | 55 | $11,189 | -47 | -46.08% | $203.44 | 13F |
| MELI | Mercadolibre, Inc. | 0.00496% | 6 | $10,374 | -2 | -25% | $1729 | 13F |