| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | 8.08% | 17,797,573 | $2,902,072,266 | 3,394,574 | 23.57% | $163.06 | 13F |
| MSFT | MICROSOFT CORP | 5.45% | 3,932,397 | $1,956,013,592 | 663,073 | 20.28% | $497.41 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.09% | 8,068,201 | $1,827,366,846 | 108,164 | 1.36% | $226.49 | 13F |
| NVDA | NVIDIA CORPORATION | 5.06% | 11,488,529 | $1,815,072,696 | 2,942,694 | 34.43% | $157.99 | 13F |
| ETN | EATON CORP PLC | 4.66% | 4,687,780 | $1,673,490,582 | 221,338 | 4.96% | $356.99 | 13F |
| AVGO | BROADCOM INC | 4.34% | 5,647,507 | $1,556,735,304 | 2,075,267 | 58.09% | $275.65 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.4% | 1,591,167 | $1,220,966,085 | 49,185 | 3.19% | $767.34 | 13F |
| LRCX | LAM RESEARCH CORP | 2.85% | 10,507,492 | $1,022,799,272 | 2,297,923 | 27.99% | $97.34 | 13F |
| RDDT | REDDIT INC | 2.6% | 6,208,994 | $934,888,228 | 1,463,094 | 30.83% | $150.57 | 13F |
| INTU | INTUIT | 2.3% | 1,046,096 | $823,936,592 | 387,232 | 58.77% | $787.63 | 13F |
| TSLA | TESLA INC | 1.8% | 2,036,991 | $647,070,561 | 397,022 | 24.21% | $317.66 | 13F |
| CVNA | CARVANA CO | 1.69% | 1,800,055 | $606,546,533 | 1,264,722 | 236.25% | $336.96 | 13F |
| DASH | DOORDASH INC | 1.5% | 2,186,808 | $539,070,041 | 534,615 | 32.36% | $246.51 | 13F |
| PYPL | PAYPAL HLDGS INC | 1.44% | 6,970,822 | $518,071,491 | 1,732,838 | 33.08% | $74.32 | 13F |
| KKR | KKR & CO INC | 1.39% | 3,755,032 | $499,531,906 | 256,815 | 7.34% | $133.03 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 1.12% | 737,579 | $400,807,804 | 39,512 | 5.66% | $543.41 | 13F |
| MPW | MEDICAL PPTYS TRUST INC | 0.11% | 9,050,796 | $39,008,931 | 5,731,911 | 172.71% | $4.31 | 13F |
| GNRC | GENERAC HLDGS INC | 0.09% | 216,442 | $30,996,659 | 96,814 | 80.93% | $143.21 | 13F |
| LX | LEXINFINTECH HLDGS LTD | 0.03% | 1,394,026 | $10,050,927 | 1,053,387 | 309.24% | $7.21 | 13F |