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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 |
| CRWV | COREWEAVE INC | 6.12% | 4,499,075 | $348,543,341 | 1,285,845 | 40.02% | $77.47 | 13F |
| AVGO | BROADCOM INC | 0.36% | 67,094 | $20,766,265 | 34,965 | 108.83% | $309.51 | 13F |