| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | 6.13% | 2,104,859 | $460,185,324 | 2,104,859 | New | $218.63 | 13F |
| ANSS | ANSYS INC | 3.33% | 712,000 | $250,068,640 | 712,000 | New | $351.22 | 13F |
| UPST | UPSTART HLDGS INC | 3.15% | 3,653,835 | $236,330,048 | 3,653,835 | New | $64.68 | 13F |
| ARM | ARM HOLDINGS PLC | 2.81% | 1,306,115 | $211,251,040 | 1,306,115 | New | $161.74 | 13F |
| SNOW | SNOWFLAKE INC | 2.42% | 811,146 | $181,510,140 | 811,146 | New | $223.77 | 13F |
| NBIS | NEBIUS GROUP N.V. | 2.18% | 2,959,000 | $163,721,471 | 2,959,000 | New | $55.33 | 13F |
| CLS | CELESTICA INC | 2% | 962,500 | $150,255,876 | 962,500 | New | $156.11 | 13F |
| CIEN | CIENA CORP | 1.45% | 1,335,000 | $108,575,551 | 1,335,000 | New | $81.33 | 13F |
| AMBA | AMBARELLA INC | 0.97% | 1,098,482 | $72,571,214 | 1,098,482 | New | $66.07 | 13F |