| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 7.27% | 4,035,717 | $2,963,749,850 | 355,090 | 9.65% | $734.38 | 13F |
| MSFT | MICROSOFT CORP | 5.9% | 4,643,050 | $2,404,867,748 | 710,653 | 18.07% | $517.95 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.53% | 8,072,536 | $2,254,578,579 | 4,335 | 0.05% | $279.29 | 13F |
| AVGO | BROADCOM INC | 4.66% | 5,767,559 | $1,902,775,389 | 120,052 | 2.13% | $329.91 | 13F |
| ETN | EATON CORP PLC | 4.4% | 4,794,777 | $1,794,445,294 | 106,997 | 2.28% | $374.25 | 13F |
| GOOGL | ALPHABET INC | 4.3% | 7,221,115 | $1,755,453,057 | 5,210,434 | 259.14% | $243.1 | 13F |
| APP | APPLOVIN CORP | 4% | 2,267,855 | $1,629,544,531 | 452,040 | 24.89% | $718.54 | 13F |
| ORCL | ORACLE CORP | 3.31% | 4,796,157 | $1,348,871,196 | 938,895 | 24.34% | $281.24 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.09% | 1,803,173 | $1,258,614,754 | 212,006 | 13.32% | $698 | 13F |
| CVNA | CARVANA CO | 1.85% | 2,003,208 | $755,690,186 | 203,153 | 11.29% | $377.24 | 13F |
| DASH | DOORDASH INC | 1.64% | 2,454,877 | $667,701,995 | 268,069 | 12.26% | $271.99 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 0.87% | 1,996,593 | $356,851,067 | 1,128,826 | 130.08% | $178.73 | 13F |
| MRVL | MARVELL TECHNOLOGY INC | 0.43% | 2,079,046 | $174,785,397 | 1,476,657 | 245.13% | $84.07 | 13F |
| BULL | WEBULL CORP | 0.42% | 11,522,483 | $170,417,524 | 74,334 | 0.65% | $14.79 | 13F |
| VST | VISTRA CORP | 0.25% | 512,811 | $100,469,931 | 36,642 | 7.7% | $195.92 | 13F |
| TTD | THE TRADE DESK INC | 0.17% | 1,387,089 | $67,981,232 | 388,100 | 38.85% | $49.01 | 13F |
| ENPH | ENPHASE ENERGY INC | 0.14% | 1,647,893 | $58,318,933 | 803,945 | 95.26% | $35.39 | 13F |
| IBIT | ISHARES BITCOIN TRUST ETF | 0.02% | 132,640 | $8,621,600 | 76,132 | 134.73% | $65 | 13F |