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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 14.68% | 99,000 | $49,026,780 | -9,500 | -8.76% | $495.22 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 12.32% | 279,000 | $41,127,390 | 53,900 | 23.94% | $147.41 | 13F |
| FROG | JFROG LTD | 7.26% | 700,613 | $24,248,216 | 75,676 | 12.11% | $34.61 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.2% | 231,100 | $24,034,400 | 133,636 | 137.11% | $104 | 13F |
| AMZN | AMAZON COM INC | 5.76% | 126,500 | $19,220,410 | 7,145 | 5.99% | $151.94 | 13F |
| CRM | SALESFORCE INC | 5.66% | 71,888 | $18,916,608 | 16,333 | 29.4% | $263.14 | 13F |
| AVGO | BROADCOM INC | 5.62% | 16,807 | $18,760,814 | -4,028 | -19.33% | $1116.25 | 13F |
| MSFT | MICROSOFT CORP | 5.29% | 46,997 | $17,672,752 | -16,936 | -26.49% | $376.04 | 13F |
| META | META PLATFORMS INC | 5.25% | 49,500 | $17,521,020 | -20,478 | -29.26% | $353.96 | 13F |
| GTLB | GITLAB INC | 4.51% | 239,200 | $15,060,032 | -578,541 | -70.75% | $62.96 | 13F |
| INDI | INDIE SEMICONDUCTOR INC | 4.22% | 1,738,664 | $14,100,565 | -158,244 | -8.34% | $8.11 | 13F |
| MELI | MERCADOLIBRE INC | 3.86% | 8,200 | $12,886,628 | 8,200 | New | $1571.54 | 13F |
| PDD | PDD HOLDINGS INC | 3.81% | 87,000 | $12,728,970 | 48,765 | 127.54% | $146.31 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 3.34% | 161,000 | $11,144,420 | 161,000 | New | $69.22 | 13F |
| BILL | BILL HOLDINGS INC | 3.26% | 133,400 | $10,884,106 | 133,400 | New | $81.59 | 13F |
| CAMT | CAMTEK LTD | 2.11% | 101,500 | $7,042,070 | 101,500 | New | $69.38 | 13F |
| CLBT | CELLEBRITE DI LTD | 2.05% | 789,966 | $6,841,106 | -1,267,833 | -61.61% | $8.66 | 13F |
| LI | LI AUTO INC | 1.32% | 117,692 | $4,405,212 | 117,692 | New | $37.43 | 13F |
| ADSK | AUTODESK INC | 1.31% | 18,000 | $4,382,640 | -19,586 | -52.11% | $243.48 | 13F |
| CLBTW | CELLEBRITE DI LTD | 0.74% | 1,672,361 | $2,483,456 | 5,694 | 0.34% | $1.48 | 13F |
| NRDY | NERDY INC | 0.43% | 418,077 | $1,434,004 | -2,806,868 | -87.04% | $3.43 | 13F |
| GOOGL | ALPHABET INC | -140,133 | Exited | 13F | ||||
| AMPL | AMPLITUDE INC | -802,689 | Exited | 13F | ||||
| NFLX | NETFLIX INC | -15,015 | Exited | 13F | ||||
| OKTA | OKTA INC | -111,830 | Exited | 13F | ||||
| SNPS | SYNOPSYS INC | -25,040 | Exited | 13F | ||||
| TSLA | TESLA INC | -63,120 | Exited | 13F | ||||
| BTWNW | BRIDGETOWN HOLDINGS LTD | -572,005 | Exited | 13F |