| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | 2.35% | 3,857,262 | $843,313,192 | 3,857,262 | New | $218.63 | 13F |
| ARM | ARM HOLDINGS PLC | 2.09% | 4,633,454 | $749,414,850 | 4,633,454 | New | $161.74 | 13F |
| CHYM | CHIME FINL INC | 1.04% | 10,821,992 | $373,466,943 | 10,821,992 | New | $34.51 | 13F |
| CAI | CARIS LIFE SCIENCES INC | 0.75% | 10,142,198 | $270,999,531 | 10,142,198 | New | $26.72 | 13F |
| HNGE | HINGE HEALTH INC | 0.68% | 4,702,208 | $243,339,264 | 4,702,208 | New | $51.75 | 13F |
| CHA | CHAGEE HLDGS LTD | 0.45% | 6,174,115 | $161,206,143 | 6,174,115 | New | $26.11 | 13F |
| BULL | WEBULL CORP | 0.38% | 11,448,149 | $136,919,862 | 11,448,149 | New | $11.96 | 13F |
| VST | VISTRA CORP | 0.26% | 476,169 | $92,286,314 | 476,169 | New | $193.81 | 13F |
| TTD | THE TRADE DESK INC | 0.2% | 998,989 | $71,917,218 | 998,989 | New | $71.99 | 13F |
| MRVL | MARVELL TECHNOLOGY INC | 0.13% | 602,389 | $46,624,909 | 602,389 | New | $77.4 | 13F |
| ENPH | ENPHASE ENERGY INC | 0.09% | 843,948 | $33,462,538 | 843,948 | New | $39.65 | 13F |
| YUMC | YUM CHINA HLDGS INC | 0.03% | 231,346 | $10,343,480 | 231,346 | New | $44.71 | 13F |
| IBIT | ISHARES BITCOIN TRUST ETF | 0.00963% | 56,508 | $3,458,855 | 56,508 | New | $61.21 | 13F |