| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 19% | 7,845,769 | $1,053,608,319 | 49,180 | 0.63% | $134.29 | 13F |
| GOOGL | ALPHABET INC | 2.96% | 867,305 | $164,180,837 | 205,660 | 31.08% | $189.3 | 13F |
| Z | ZILLOW GROUP INC | 1.74% | 1,300,738 | $96,319,648 | 445,158 | 52.03% | $74.05 | 13F |
| ALAB | ASTERA LABS INC | 1.4% | 584,430 | $77,407,754 | 184,430 | 46.11% | $132.45 | 13F |
| IOT | SAMSARA INC | 1.15% | 1,458,148 | $63,706,486 | 5,215 | 0.36% | $43.69 | 13F |