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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | 7.19% | 4,258,008 | $1,175,934,069 | 4,258,008 | New | $276.17 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 5.9% | 1,000,109 | $965,105,185 | 1,000,109 | New | $965 | 13F |
| HD | HOME DEPOT INC | 5.61% | 2,603,189 | $918,092,697 | 2,603,189 | New | $352.68 | 13F |
| AMAT | APPLIED MATLS INC | 5.34% | 1,207,737 | $873,193,851 | 1,207,737 | New | $723 | 13F |
| LIN | LINDE PLC | 4.94% | 1,558,081 | $808,550,554 | 1,558,081 | New | $518.94 | 13F |
| STRL | STERLING INFRASTRUCTURE INC | 3.13% | 609,643 | $511,709,948 | 609,643 | New | $839.36 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 3.13% | 2,738,075 | $512,074,787 | 2,738,075 | New | $187.02 | 13F |
| ONON | ON HLDG AG | 2.88% | 13,280,030 | $470,378,663 | 13,280,030 | New | $35.42 | 13F |
| BTDR | BITDEER TECHNOLOGIES GROUP | 0.68% | 7,020,026 | $111,407,813 | 7,020,026 | New | $15.87 | 13F |
| SHAZ | SHARONAI HOLDINGS INC | 0.63% | 1,209,848 | $102,425,731 | 1,209,848 | New | $84.66 | 13F |
| KGS | KODIAK GAS SVCS INC | 0.39% | 845,070 | $63,490,109 | 845,070 | New | $75.13 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 0.31% | 577,666 | $50,280,049 | 577,666 | New | $87.04 | 13F |
| SE | SEA LTD | 0.29% | 494,581 | $47,395,697 | 494,581 | New | $95.83 | 13F |