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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CBRS | CEREBRAS SYSTEMS INC | 16.24% | 7,225,037 | $1,596,733,177 | 7,225,037 | New | $221 | 13F |
| QCOM | QUALCOMM INC | 3.54% | 1,882,490 | $347,865,327 | 1,882,490 | New | $184.79 | 13F |
| SPCX | SPACE EXPLORATION TECHN CORP | 3.09% | 1,776,485 | $303,530,227 | 1,776,485 | New | $170.86 | 13F |
| MU | MICRON TECHNOLOGY INC | 2.46% | 209,520 | $241,846,841 | 209,520 | New | $1154.29 | 13F |
| AMAT | APPLIED MATLS INC | 1.93% | 261,950 | $189,389,850 | 261,950 | New | $723 | 13F |
| KLAC | KLA CORP | 1.77% | 578,230 | $174,457,773 | 578,230 | New | $301.71 | 13F |
| LRCX | LAM RESEARCH CORP | 1.74% | 394,080 | $170,766,686 | 394,080 | New | $433.33 | 13F |
| GOOGL | ALPHABET INC | 0.64% | 175,180 | $62,604,076 | 175,180 | New | $357.37 | 13F |
| SNPS | SYNOPSYS INC | 0.64% | 140,343 | $62,602,803 | 140,343 | New | $446.07 | 13F |
| GRABW | GRAB HOLDINGS LIMITED | 0.00153% | 3,502,000 | $150,586 | 3,502,000 | New | $0.04 | 13F |