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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CBRS | CEREBRAS SYSTEMS INC | 2.76% | 2,999,000 | $662,779,000 | 2,999,000 | New | $221 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 1.63% | 674,727 | $391,955,662 | 674,727 | New | $580.91 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1.15% | 285,100 | $275,121,500 | 285,100 | New | $965 | 13F |
| V | VISA INC | 1.14% | 798,697 | $274,024,954 | 798,697 | New | $343.09 | 13F |
| DHR | DANAHER CORP DEL | 0.36% | 456,000 | $86,858,880 | 456,000 | New | $190.48 | 13F |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.27% | 375,000 | $64,072,500 | 375,000 | New | $170.86 | 13F |
| APLD | APPLIED DIGITAL CORP | 0.14% | 885,000 | $33,010,500 | 885,000 | New | $37.3 | 13F |
| CIFR | CIPHER DIGITAL INC | 0.09% | 927,000 | $22,711,500 | 927,000 | New | $24.5 | 13F |
| CORZ | CORE SCIENTIFIC INC NEW | 0.09% | 817,000 | $20,907,030 | 817,000 | New | $25.59 | 13F |