| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 6.31% | 729,822 | $535,966,680 | 107,838 | 17.34% | $734.38 | 13F |
| RBLX | ROBLOX CORP | 6.07% | 3,719,580 | $515,236,222 | 287,549 | 8.38% | $138.52 | 13F |
| BE | BLOOM ENERGY CORP | 4.66% | 4,680,973 | $395,869,887 | 2,650,524 | 130.54% | $84.57 | 13F |
| DUOL | DUOLINGO INC | 3.29% | 868,169 | $279,411,511 | 379,390 | 77.62% | $321.84 | 13F |
| FN | FABRINET | 2.93% | 682,000 | $248,670,840 | 47,818 | 7.54% | $364.62 | 13F |
| PI | IMPINJ INC | 2.61% | 1,224,585 | $221,343,739 | 338,487 | 38.2% | $180.75 | 13F |
| GLW | CORNING INC | 2.53% | 2,622,286 | $215,106,121 | 746,980 | 39.83% | $82.03 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.39% | 726,803 | $202,988,810 | 120,956 | 19.96% | $279.29 | 13F |
| CIEN | CIENA CORP | 2.29% | 1,337,800 | $194,877,326 | 501,952 | 60.05% | $145.67 | 13F |
| MDB | MONGODB INC | 2.02% | 552,100 | $171,360,798 | 132,537 | 31.59% | $310.38 | 13F |
| MSFT | MICROSOFT CORP | 1.83% | 300,509 | $155,648,637 | 104,829 | 53.57% | $517.95 | 13F |
| SITM | SITIME CORP | 1.7% | 480,501 | $144,779,756 | 77,696 | 19.29% | $301.31 | 13F |
| FROG | JFROG LTD | 1.62% | 2,908,397 | $137,654,430 | 1,194,691 | 69.71% | $47.33 | 13F |