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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 6.52% | 18,561,780 | $3,171,465,731 | 18,561,780 | New | $170.86 | 13F |
| INTC | INTEL CORP | 3.47% | 12,084,027 | $1,687,292,689 | 12,084,027 | New | $139.63 | 13F |
| CBRS | CEREBRAS SYSTEMS INC | 3.19% | 7,011,028 | $1,549,437,188 | 7,011,028 | New | $221 | 13F |
| FPS | FORGENT POWER SOLUTIONS INC | 2.35% | 20,501,387 | $1,145,207,477 | 20,501,387 | New | $55.86 | 13F |
| HUT | HUT 8 CORP | 2.31% | 9,715,476 | $1,121,603,127 | 9,715,476 | New | $115.45 | 13F |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.14% | 1,083,410 | $65,730,485 | 1,083,410 | New | $60.67 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 0.11% | 95,987 | $55,759,808 | 95,987 | New | $580.91 | 13F |
| FIX | COMFORT SYS USA INC | 0.07% | 17,793 | $35,264,836 | 17,793 | New | $1981.95 | 13F |
| AGX | ARGAN INC | 0.06% | 36,101 | $28,828,454 | 36,101 | New | $798.55 | 13F |