| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BILL | BILL HOLDINGS INC | 8.58% | 962,500 | $50,983,625 | 322,680 | 50.43% | $52.97 | 13F |
| GTLB | GITLAB INC | 6.45% | 850,000 | $38,318,000 | 375,585 | 79.17% | $45.08 | 13F |
| CHYM | CHIME FINL INC | 5.06% | 1,491,677 | $30,087,125 | 798,147 | 115.08% | $20.17 | 13F |
| ASML | ASML HOLDING N V | 3.01% | 18,485 | $17,895,144 | 12,974 | 235.42% | $968.09 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 2.66% | 47,975 | $15,787,133 | 43,698 | 1021.7% | $329.07 | 13F |
| NXPI | NXP SEMICONDUCTORS N V | 0.96% | 25,179 | $5,734,014 | 2,289 | 10% | $227.73 | 13F |
| AAPL | APPLE INC | 0.46% | 10,667 | $2,716,138 | 2,391 | 28.89% | $254.63 | 13F |
| ADI | ANALOG DEVICES INC | 0.28% | 6,768 | $1,662,898 | 698 | 11.5% | $245.7 | 13F |