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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.45% | 56,237,816 | $11,252,624,604 | 38,152,074 | 210.95% | $200.09 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.96% | 15,701,760 | $7,498,689,524 | 9,839,075 | 167.83% | $477.57 | 13F |
| GOOGL | ALPHABET INC | 6.49% | 19,573,588 | $6,995,013,144 | 14,449,094 | 281.96% | $357.37 | 13F |
| AMZN | AMAZON COM INC | 4.3% | 19,444,892 | $4,634,495,560 | 12,725,837 | 189.4% | $238.34 | 13F |
| ASML | ASML HLDG NV | 3.94% | 2,134,772 | $4,247,000,808 | 1,494,939 | 233.65% | $1989.44 | 13F |
| BE | BLOOM ENERGY CORP | 3.29% | 11,706,232 | $3,543,476,428 | 9,927,194 | 558.01% | $302.7 | 13F |
| AXON | AXON ENTERPRISE INC | 3.08% | 5,923,268 | $3,320,643,272 | 4,358,764 | 278.6% | $560.61 | 13F |
| SHOP | SHOPIFY INC | 3.07% | 28,968,316 | $3,307,602,320 | 20,032,650 | 224.19% | $114.18 | 13F |
| V | VISA INC | 3.03% | 9,508,396 | $3,262,235,584 | 6,737,965 | 243.21% | $343.09 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 3% | 7,044,824 | $3,234,490,044 | 5,250,598 | 292.64% | $459.13 | 13F |
| NET | CLOUDFLARE INC | 2.95% | 12,958,016 | $3,178,342,164 | 9,296,267 | 253.88% | $245.28 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.58% | 2,882,964 | $2,782,060,260 | 2,351,072 | 442.02% | $965 | 13F |
| MELI | MERCADOLIBRE INC | 2.38% | 1,512,832 | $2,567,865,908 | 1,037,377 | 218.19% | $1697.39 | 13F |
| CVNA | CARVANA CO | 2.07% | 33,851,780 | $2,228,124,160 | 31,734,532 | 1498.86% | $65.82 | 13F |
| META | META PLATFORMS INC | 2.03% | 3,879,516 | $2,185,292,568 | 2,600,395 | 203.3% | $563.29 | 13F |
| PWR | QUANTA SVCS INC | 2.01% | 3,001,916 | $2,161,499,596 | 2,375,568 | 379.27% | $720.04 | 13F |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1.85% | 16,223,084 | $1,997,223,872 | 11,838,786 | 270.03% | $123.11 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 1.85% | 5,009,696 | $1,992,255,904 | 3,688,422 | 279.16% | $397.68 | 13F |
| LRCX | LAM RESEARCH CORP | 1.82% | 4,535,860 | $1,965,524,212 | 3,780,638 | 500.6% | $433.33 | 13F |
| MSFT | MICROSOFT CORP | 1.81% | 5,236,920 | $1,953,475,900 | 3,706,796 | 242.25% | $373.02 | 13F |
| CRS | CARPENTER TECHNOLOGY CORP | 1.8% | 3,144,600 | $1,939,715,064 | 2,321,323 | 281.96% | $616.84 | 13F |
| APP | APPLOVIN CORP | 1.59% | 3,326,788 | $1,714,060,980 | 2,355,227 | 242.42% | $515.23 | 13F |
| DASH | DOORDASH INC | 1.59% | 9,303,180 | $1,716,715,804 | 5,346,120 | 135.1% | $184.53 | 13F |
| XYZ | BLOCK INC | 1.59% | 22,530,020 | $1,712,281,520 | 17,019,185 | 308.83% | $76 | 13F |
| AVGO | BROADCOM INC | 1.58% | 4,507,648 | $1,702,764,032 | 3,104,813 | 221.32% | $377.75 | 13F |
| NFLX | NETFLIX INC. | 1.42% | 21,346,456 | $1,524,136,960 | 11,931,788 | 126.74% | $71.4 | 13F |
| IOT | SAMSARA INC | 1.37% | 45,394,928 | $1,472,157,516 | 29,737,184 | 189.92% | $32.43 | 13F |
| CSL | CARLISLE COS INC | 1.08% | 3,199,488 | $1,160,614,272 | 2,279,874 | 247.92% | $362.75 | 13F |
| SE | SEA LTD | 1.07% | 11,993,348 | $1,149,322,540 | 7,264,798 | 153.64% | $95.83 | 13F |
| ARGX | ARGENX SE | 1.03% | 1,194,396 | $1,108,124,776 | 854,111 | 251% | $927.77 | 13F |
| ONON | ON HLDG AG | 0.98% | 29,940,172 | $1,060,480,892 | 23,614,625 | 373.32% | $35.42 | 13F |
| DDOG | DATADOG INC | 0.97% | 3,999,196 | $1,041,230,672 | 2,592,830 | 184.36% | $260.36 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.76% | 9,132,944 | $817,215,828 | 6,511,859 | 248.44% | $89.48 | 13F |
| NU | NU HLDGS LTD | 0.62% | 49,903,224 | $666,707,072 | 15,561,003 | 45.31% | $13.36 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.53% | 6,036,772 | $574,338,488 | 4,477,012 | 287.03% | $95.14 | 13F |
| MCK | MCKESSON CORP | 0.51% | 734,140 | $554,716,184 | 532,857 | 264.73% | $755.6 | 13F |
| APH | AMPHENOL CORP | 0.5% | 3,055,804 | $538,799,360 | 2,250,202 | 279.32% | $176.32 | 13F |
| CPNG | COUPANG INC | 0.49% | 30,236,528 | $525,208,492 | 21,064,341 | 229.65% | $17.37 | 13F |
| KSPI | KASPI KZ JSC | 0.49% | 6,124,068 | $530,589,252 | 4,537,734 | 286.05% | $86.64 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.44% | 358,676 | $477,770,780 | 264,335 | 280.19% | $1332.04 | 13F |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 0.39% | 12,633,472 | $421,831,632 | 9,418,939 | 293.01% | $33.39 | 13F |
| RACE | FERRARI N V | 0.39% | 1,120,404 | $417,115,204 | 832,695 | 289.42% | $372.29 | 13F |
| WCN | WASTE CONNECTIONS INC | 0.38% | 2,438,884 | $406,537,572 | 1,803,981 | 284.13% | $166.69 | 13F |
| GRAB | GRAB HOLDINGS LIMITED | 0.23% | 65,542,312 | $247,094,516 | 56,419,880 | 618.47% | $3.77 | 13F |
| LLY | ELI LILLY & CO | 0.2% | 181,328 | $217,490,244 | 148,441 | 451.37% | $1199.43 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.13% | 17,179,544 | $139,497,896 | 12,208,765 | 245.61% | $8.12 | 13F |
| LIN | LINDE PLC | 0.11% | 219,112 | $113,705,980 | 164,519 | 301.36% | $518.94 | 13F |
| HDB | HDFC BANK LTD | 0.08% | 3,463,432 | $89,460,448 | 2,555,780 | 281.58% | $25.83 | 13F |
| AAPL | APPLE INC | 0.05% | 182,392 | $52,776,948 | 179,173 | 5566.11% | $289.36 | 13F |
| STVN | STEVANATO GROUP S P A | 0.04% | 2,097,924 | $37,909,488 | 1,600,614 | 321.85% | $18.07 | 13F |
| HOOD | ROBINHOOD MKTS INC | 0.02% | 212,128 | $21,272,196 | 208,382 | 5562.79% | $100.28 | 13F |
| AVAV | AEROVIRONMENT INC | 0.01% | 75,972 | $12,540,700 | 74,630 | 5561.1% | $165.07 | 13F |
| GTLB | GITLAB INC | 0.01% | 509,900 | $15,567,248 | 382,425 | 300% | $30.53 | 13F |
| KVYO | KLAVIYO INC | 0.01% | 795,224 | $12,007,884 | 200,064 | 33.62% | $15.1 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.00944% | 11,844 | $10,162,864 | 11,532 | 3696.15% | $858.06 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.00777% | 71,776 | $8,374,104 | 48,857 | 213.17% | $116.67 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 0.00248% | 27,800 | $2,668,244 | 20,007 | 256.73% | $95.98 | 13F |