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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | 6.73% | 125,750 | $60,739,765 | 125,750 | New | $483.02 | 13F |
| TOST | TOAST INC | 3.6% | 1,167,500 | $32,479,850 | 1,167,500 | New | $27.82 | 13F |
| RDDT | REDDIT INC | 3.51% | 182,500 | $31,678,350 | 182,500 | New | $173.58 | 13F |
| MELI | MERCADOLIBRE INC | 2.4% | 12,750 | $21,641,723 | 12,750 | New | $1697.39 | 13F |
| SNOW | SNOWFLAKE INC | 1.97% | 70,000 | $17,815,000 | 70,000 | New | $254.5 | 13F |
| MDB | MONGODB INC | 1.86% | 50,000 | $16,795,000 | 50,000 | New | $335.9 | 13F |
| DRAM | ROUNDHILL ETF TRUST | 0.98% | 120,000 | $8,862,000 | 120,000 | New | $73.85 | 13F |
| QNT | QUANTINUUM INC | 0.32% | 35,242 | $2,880,681 | 35,242 | New | $81.74 | 13F |