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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 0.95% | 1,779,038 | $241,041,859 | 1,779,038 | New | $135.49 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.82% | 531,892 | $208,374,010 | 531,892 | New | $391.76 | 13F |
| LRCX | LAM RESEARCH CORP | 0.63% | 755,222 | $161,360,733 | 755,222 | New | $213.66 | 13F |
| LLY | ELI LILLY & CO | 0.12% | 32,887 | $30,248,476 | 32,887 | New | $919.77 | 13F |
| AAPL | APPLE INC | 0.00321% | 3,219 | $816,950 | 3,219 | New | $253.79 | 13F |
| ANET | ARISTA NETWORKS INC | 0.0013% | 2,698 | $331,260 | 2,698 | New | $122.78 | 13F |
| HOOD | ROBINHOOD MKTS INC | 0.00102% | 3,746 | $259,598 | 3,746 | New | $69.3 | 13F |
| AVAV | AEROVIRONMENT INC | 0.00096% | 1,342 | $245,653 | 1,342 | New | $183.05 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.00086% | 312 | $219,261 | 312 | New | $702.76 | 13F |