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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 28.57% | 9,336,039 | $1,628,205,202 | 1,236,266 | 15.26% | $174.4 | 13F |
| META | META PLATFORMS INC | 19.61% | 1,953,373 | $1,117,583,294 | 108,005 | 5.85% | $572.13 | 13F |
| UBER | UBER TECHNOLOGIES INC | 10.06% | 7,971,772 | $573,409,561 | 2,382,980 | 42.64% | $71.93 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.1% | 1,365,675 | $461,529,866 | 146,448 | 12.01% | $337.95 | 13F |
| MSFT | MICROSOFT CORP | 7.69% | 1,183,632 | $438,145,057 | -93,720 | -7.34% | $370.17 | 13F |
| AMZN | AMAZON COM INC | 7.64% | 2,089,558 | $435,192,245 | -126,102 | -5.69% | $208.27 | 13F |
| CRWV | COREWEAVE INC | 6.12% | 4,499,075 | $348,543,341 | 1,285,845 | 40.02% | $77.47 | 13F |
| SNOW | SNOWFLAKE INC | 5.1% | 1,926,250 | $290,517,025 | -101,354 | -5% | $150.82 | 13F |
| ARM | ARM HOLDINGS PLC | 4.55% | 1,715,440 | $259,511,763 | 1,715,440 | New | $151.28 | 13F |
| AXON | AXON ENTERPRISE INC | 1.11% | 148,986 | $63,272,864 | 148,986 | New | $424.69 | 13F |
| HOOD | ROBINHOOD MKTS INC | 1.09% | 899,691 | $62,348,586 | -393,601 | -30.43% | $69.3 | 13F |
| AVGO | BROADCOM INC | 0.36% | 67,094 | $20,766,265 | 34,965 | 108.83% | $309.51 | 13F |
| AGCWW | GRAB HOLDINGS LIMITED | 0.00461% | 3,502,000 | $262,650 | No Change | $0.08 | 13F | |
| GOOGL | ALPHABET INC | -519,290 | Exited | 13F | ||||
| BE | BLOOM ENERGY CORP | -260,730 | Exited | 13F | ||||
| CFLT | CONFLUENT INC | -6,933,250 | Exited | 13F | ||||
| CPNG | COUPANG INC | -15,676,794 | Exited | 13F | ||||
| MELI | MERCADOLIBRE INC | -68,480 | Exited | 13F | ||||
| SHOP | SHOPIFY INC | -570,210 | Exited | 13F | ||||
| Z | ZILLOW GROUP INC | -2,187,421 | Exited | 13F |