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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 25.52% | 10,281,089 | $1,661,423,982 | -2,143,855 | -17.25% | $161.6 | 13F |
| META | META PLATFORMS INC | 17.59% | 2,357,401 | $1,144,706,778 | -47,380 | -1.97% | $485.58 | 13F |
| UBER | UBER TECHNOLOGIES INC | 15.77% | 13,336,600 | $1,026,784,834 | No Change | $76.99 | 13F | |
| NVDA | NVIDIA CORPORATION | 11.01% | 793,145 | $716,654,096 | -6,515 | -0.81% | $903.56 | 13F |
| MSFT | MICROSOFT CORP | 10.66% | 1,649,870 | $694,133,306 | -3,090 | -0.19% | $420.72 | 13F |
| CFLT | CONFLUENT INC | 6.09% | 12,995,503 | $396,622,751 | -1,733,955 | -11.77% | $30.52 | 13F |
| AMZN | AMAZON COM INC | 4.18% | 1,507,305 | $271,887,676 | 252,585 | 20.13% | $180.38 | 13F |
| PDD | PDD HOLDINGS INC | 3.16% | 1,767,931 | $205,521,979 | -114,839 | -6.1% | $116.25 | 13F |
| TSLA | TESLA INC | 1.59% | 589,700 | $103,663,363 | 433,030 | 276.4% | $175.79 | 13F |
| CPNG | COUPANG INC | 1.08% | 3,966,845 | $70,570,173 | 3,966,845 | New | $17.79 | 13F |
| DELL | DELL TECHNOLOGIES INC | 0.86% | 489,250 | $55,828,318 | 489,250 | New | $114.11 | 13F |
| AVGO | BROADCOM INC | 0.81% | 39,610 | $52,499,490 | 39,610 | New | $1325.41 | 13F |
| GOOGL | ALPHABET INC | 0.66% | 286,430 | $43,230,879 | 286,430 | New | $150.93 | 13F |
| ALAB | ASTERA LABS INC | 0.46% | 400,000 | $29,676,000 | 400,000 | New | $74.19 | 13F |
| COHR | COHERENT CORP | 0.4% | 428,270 | $25,961,728 | 428,270 | New | $60.62 | 13F |
| MELI | MERCADOLIBRE INC | 0.15% | 6,245 | $9,442,190 | No Change | $1511.96 | 13F | |
| AGCWW | GRAB HOLDINGS LIMITED | 0.01% | 3,502,000 | $653,823 | No Change | $0.19 | 13F |