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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | -874,150 | Exited | 13F | ||||
| AMD | ADVANCED MICRO DEVICES INC | -1,239,043 | Exited | 13F | ||||
| ARM | ARM HOLDINGS PLC | -2,300,000 | Exited | 13F | ||||
| AXON | AXON ENTERPRISE INC | -155,387 | Exited | 13F | ||||
| CHA | CHAGEE HLDGS LTD | -3,174,115 | Exited | 13F | ||||
| EXPD | EXPEDITORS INTL WASH INC | -365,987 | Exited | 13F | ||||
| INFY | INFOSYS LTD | -4,574,706 | Exited | 13F | ||||
| MRVL | MARVELL TECHNOLOGY INC | -2,079,046 | Exited | 13F | ||||
| MRNA | MODERNA INC | -200,000 | Exited | 13F | ||||
| MCO | MOODYS CORP | -64,260 | Exited | 13F | ||||
| NAVN | NAVAN INC | -599,280 | Exited | 13F | ||||
| ORCL | ORACLE CORP | -4,440,008 | Exited | 13F | ||||
| RKT | ROCKET COS INC | -6,747,052 | Exited | 13F | ||||
| SPGI | S&P GLOBAL INC | -63,451 | Exited | 13F | ||||
| SNOW | SNOWFLAKE INC | -2,480,963 | Exited | 13F | ||||
| BULL | WEBULL CORP | -74,334 | Exited | 13F |