| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.87% | 3,591,319 | $567,392,489 | 1,732,458 | 93.2% | $157.99 | 13F |
| AVGO | BROADCOM INC | 6.26% | 1,637,124 | $451,273,231 | 201,199 | 14.01% | $275.65 | 13F |
| SMTC | SEMTECH CORP | 2.5% | 3,991,848 | $180,192,019 | 37,736 | 0.95% | $45.14 | 13F |
| MELI | MERCADOLIBRE INC | 2.27% | 62,562 | $163,513,920 | 15,925 | 34.15% | $2613.63 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.9% | 605,847 | $137,218,287 | 81,394 | 15.52% | $226.49 | 13F |
| MNDY | MONDAY COM LTD | 1.44% | 329,280 | $103,551,974 | 137,076 | 71.32% | $314.48 | 13F |
| COHR | COHERENT CORP | 1.25% | 1,008,185 | $89,940,184 | 563,752 | 126.85% | $89.21 | 13F |
| MDB | MONGODB INC | 1.22% | 419,563 | $88,104,034 | 6,589 | 1.6% | $209.99 | 13F |