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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC (Put) | 6.91% | 109,200 | $36,904,140 | 109,200 | New | $337.95 | 13F |
| CPNG | COUPANG INC | 3.72% | 1,051,957 | $19,860,948 | 1,051,957 | New | $18.88 | 13F |
| IOT | SAMSARA INC | 2.28% | 384,000 | $12,168,960 | 384,000 | New | $31.69 | 13F |
| BE | BLOOM ENERGY CORP | 1.28% | 50,625 | $6,859,181 | 50,625 | New | $135.49 | 13F |
| DDOG | DATADOG INC | 0.88% | 40,000 | $4,722,000 | 40,000 | New | $118.05 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.38% | 2,892 | $2,032,382 | 2,892 | New | $702.76 | 13F |