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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 2.47% | 90,000 | $51,491,700 | 90,000 | New | $572.13 | 13F |
| GOOGL | ALPHABET INC | 2.42% | 175,000 | $50,323,000 | 175,000 | New | $287.56 | 13F |
| HUT | HUT 8 CORP | 1.96% | 869,563 | $40,791,200 | 869,563 | New | $46.91 | 13F |
| GLD | SPDR GOLD TR | 1.96% | 95,000 | $40,877,550 | 95,000 | New | $430.29 | 13F |
| TDG | TRANSDIGM GROUP INC | 1.39% | 25,000 | $28,974,000 | 25,000 | New | $1158.96 | 13F |
| KLAC | KLA CORP | 0.78% | 11,000 | $16,196,510 | 11,000 | New | $1472.41 | 13F |
| LRCX | LAM RESEARCH CORP | 0.77% | 75,000 | $16,024,500 | 75,000 | New | $213.66 | 13F |
| ASML | ASML HLDG NV | 0.76% | 12,000 | $15,849,960 | 12,000 | New | $1320.83 | 13F |
| AVGO | BROADCOM INC | 0.74% | 50,000 | $15,475,500 | 50,000 | New | $309.51 | 13F |
| SMH | VANECK ETF TRUST | 0.74% | 40,000 | $15,336,000 | 40,000 | New | $383.4 | 13F |