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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GTLB | GITLAB INC | 6.58% | 1,945,000 | $59,380,850 | 775,000 | 66.24% | $30.53 | 13F |
| AVGO | BROADCOM INC | 6.41% | 153,250 | $57,890,188 | 3,450 | 2.3% | $377.75 | 13F |
| AMKR | AMKOR TECHNOLOGY INC | 5.7% | 596,783 | $51,460,598 | 189,793 | 46.63% | $86.23 | 13F |
| CHYM | CHIME FINL INC | 4.99% | 2,199,089 | $45,037,343 | 121,474 | 5.85% | $20.48 | 13F |
| CPNG | COUPANG INC | 3.9% | 2,025,000 | $35,174,250 | 973,043 | 92.5% | $17.37 | 13F |
| BE | BLOOM ENERGY CORP | 2.82% | 84,167 | $25,477,351 | 33,542 | 66.26% | $302.7 | 13F |
| ASML | ASML HLDG NV | 2.41% | 10,957 | $21,798,294 | 11 | 0.1% | $1989.44 | 13F |
| CLBT | CELLEBRITE DI LTD | 2.12% | 1,312,755 | $19,166,223 | 671,830 | 104.82% | $14.6 | 13F |
| GOOGL | ALPHABET INC | 1.69% | 42,650 | $15,241,831 | 150 | 0.35% | $357.37 | 13F |
| ADI | ANALOG DEVICES INC | 0.46% | 10,523 | $4,179,420 | 23 | 0.22% | $397.17 | 13F |
| GDS | GDS HLDGS LTD | 0.24% | 71,790 | $2,155,854 | 148 | 0.21% | $30.03 | 13F |