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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.92% | 2,671,821 | $768,308,847 | 570,898 | 27.17% | $287.56 | 13F |
| META | META PLATFORMS INC | 3.79% | 512,569 | $293,256,102 | 42,856 | 9.12% | $572.13 | 13F |
| FROG | JFROG LTD | 3.65% | 6,019,793 | $282,508,885 | 721,981 | 13.63% | $46.93 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.58% | 819,445 | $276,931,438 | 226,504 | 38.2% | $337.95 | 13F |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 3.37% | 1,174,991 | $260,930,251 | 391,686 | 50% | $222.07 | 13F |
| BE | BLOOM ENERGY CORP | 2.89% | 1,653,788 | $224,071,736 | 314,165 | 23.45% | $135.49 | 13F |
| KVYO | KLAVIYO INC | 1.72% | 6,825,206 | $132,818,509 | 3,767,317 | 123.2% | $19.46 | 13F |