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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | 3.68% | 1,090,886 | $1,069,330,093 | 1,090,886 | New | $980.24 | 13F |
| ASML | ASML HLDG NV | 2.26% | 496,234 | $655,440,753 | 496,234 | New | $1320.83 | 13F |
| V | VISA INC | 0.75% | 718,753 | $217,235,907 | 718,753 | New | $302.24 | 13F |
| QCOM | QUALCOMM INC | 0.61% | 1,387,312 | $178,658,039 | 1,387,312 | New | $128.78 | 13F |
| SOLS | SOLSTICE ADVANCED MATLS INC | 0.43% | 1,654,589 | $126,013,498 | 1,654,589 | New | $76.16 | 13F |
| SFM | SPROUTS FMRS MKT INC | 0.32% | 1,203,773 | $92,847,011 | 601,887 | New | $77.13 | 13F |
| ENPH | ENPHASE ENERGY INC | 0.21% | 1,647,893 | $62,306,834 | 1,647,893 | New | $37.81 | 13F |
| MU | MICRON TECHNOLOGY INC | 0.19% | 165,931 | $56,058,129 | 165,931 | New | $337.84 | 13F |
| ABR | ARBOR REALTY TRUST INC | 0.11% | 4,196,885 | $32,357,983 | 4,196,885 | New | $7.71 | 13F |
| NVAX | NOVAVAX INC | 0.11% | 3,836,986 | $31,233,066 | 3,836,986 | New | $8.14 | 13F |
| PINS | PINTEREST INC | 0.11% | 1,678,764 | $30,788,532 | 1,678,764 | New | $18.34 | 13F |
| TTD | THE TRADE DESK INC | 0.11% | 1,387,089 | $31,473,049 | 1,387,089 | New | $22.69 | 13F |
| Z | ZILLOW GROUP INC | 0.11% | 739,700 | $30,608,786 | 739,700 | New | $41.38 | 13F |
| PATH | UIPATH INC | 0.09% | 2,269,557 | $25,192,083 | 2,269,557 | New | $11.1 | 13F |
| UPST | UPSTART HLDGS INC | 0.08% | 870,947 | $22,339,791 | 870,947 | New | $25.65 | 13F |
| RNG | RINGCENTRAL INC | 0.05% | 411,351 | $15,298,144 | 411,351 | New | $37.19 | 13F |
| ZG | ZILLOW GROUP INC | 0.05% | 328,189 | $13,583,743 | 328,189 | New | $41.39 | 13F |
| PTON | PELOTON INTERACTIVE INC | 0.04% | 2,500,000 | $10,725,000 | 2,500,000 | New | $4.29 | 13F |
| PLUG | PLUG PWR INC | 0.02% | 2,545,243 | $5,752,249 | 2,545,243 | New | $2.26 | 13F |
| LCID | LUCID GROUP INC | 0.00969% | 295,393 | $2,815,095 | 295,393 | New | $9.53 | 13F |
| OLPX | OLAPLEX HLDGS INC | 0.00884% | 1,264,968 | $2,567,885 | 1,264,968 | New | $2.03 | 13F |
| SFIX | STITCH FIX INC | 0.00838% | 735,373 | $2,434,085 | 735,373 | New | $3.31 | 13F |
| HTZWW | HERTZ GLOBAL HLDGS INC | 0.00368% | 468,814 | $1,068,896 | 468,814 | New | $2.28 | 13F |
| CHPT | CHARGEPOINT HOLDINGS INC | 0.00258% | 154,086 | $748,858 | 154,086 | New | $4.86 | 13F |
| HTZ | HERTZ GLOBAL HLDGS INC | 0.00169% | 106,823 | $492,454 | 106,823 | New | $4.61 | 13F |
| BYND | BEYOND MEAT INC | 0.00083% | 343,393 | $240,925 | 343,393 | New | $0.7 | 13F |
| AMC | AMC ENTMT HLDGS INC | 0.00077% | 228,136 | $223,573 | 228,136 | New | $0.98 | 13F |