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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 19.17% | 9,550,746 | $1,290,210,277 | -730,343 | -7.1% | $135.09 | 13F |
| META | META PLATFORMS INC | 17.17% | 2,292,661 | $1,156,005,530 | -64,740 | -2.75% | $504.22 | 13F |
| MSFT | MICROSOFT CORP | 10.79% | 1,625,640 | $726,579,798 | -24,230 | -1.47% | $446.95 | 13F |
| CFLT | CONFLUENT INC | 5.65% | 12,889,058 | $380,613,883 | -106,445 | -0.82% | $29.53 | 13F |
| AMZN | ASTERA LABS INC | 4.12% | 1,434,330 | $277,184,273 | -72,975 | -4.84% | $193.25 | 13F |
| PDD | PDD HOLDINGS INC | 3.39% | 1,714,185 | $227,900,896 | -53,746 | -3.04% | $132.95 | 13F |