| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | 4.7% | 253,209 | $339,079,768 | 253,209 | New | $1339.13 | 13F |
| SE | SEA LTD | 3.13% | 1,409,496 | $225,434,790 | 1,409,496 | New | $159.94 | 13F |
| CPNG | COUPANG INC | 1.48% | 3,557,564 | $106,584,617 | 3,557,564 | New | $29.96 | 13F |
| GLW | CORNING INC | 1.37% | 1,875,306 | $98,622,343 | 1,875,306 | New | $52.59 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 1.37% | 2,423,595 | $98,931,148 | 2,423,595 | New | $40.82 | 13F |
| AFRM | AFFIRM HLDGS INC | 1.22% | 1,275,022 | $88,155,021 | 1,275,022 | New | $69.14 | 13F |
| SITM | SITIME CORP | 1.19% | 402,805 | $85,829,689 | 402,805 | New | $213.08 | 13F |
| FROG | JFROG LTD | 1.04% | 1,713,706 | $75,197,419 | 1,713,706 | New | $43.88 | 13F |
| INTU | INTUIT | 0.95% | 87,168 | $68,656,132 | 87,168 | New | $787.63 | 13F |
| CIEN | CIENA CORP | 0.94% | 835,848 | $67,979,518 | 835,848 | New | $81.33 | 13F |
| CHYM | CHIME FINL INC | 0.67% | 1,398,466 | $48,261,062 | 1,398,466 | New | $34.51 | 13F |
| SLAB | SILICON LABORATORIES INC | 0.51% | 248,282 | $36,586,836 | 248,282 | New | $147.36 | 13F |
| ENTG | ENTEGRIS INC | 0.47% | 420,128 | $33,883,323 | 420,128 | New | $80.65 | 13F |
| SMCI | SUPER MICRO COMPUTER INC | 0.38% | 556,519 | $27,274,996 | 556,519 | New | $49.01 | 13F |
| ALKT | ALKAMI TECHNOLOGY INC | 0.28% | 665,945 | $20,071,582 | 665,945 | New | $30.14 | 13F |
| HNGE | HINGE HEALTH INC | 0.12% | 173,544 | $8,980,902 | 173,544 | New | $51.75 | 13F |