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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 16.49% | 573,690 | $69,668,914 | -2,508 | -0.44% | $121.44 | 13F |
| META | META PLATFORMS INC | 4.94% | 36,480 | $20,882,611 | -3,020 | -7.65% | $572.44 | 13F |
| BILL | BILL HOLDINGS INC | 4.66% | 373,366 | $19,698,790 | -18,634 | -4.75% | $52.76 | 13F |
| ADSK | AUTODESK INC | 4.24% | 65,113 | $17,937,329 | -960 | -1.45% | $275.48 | 13F |
| AAPL | APPLE INC | 3.61% | 65,517 | $15,265,461 | -11,942 | -15.42% | $233 | 13F |
| CRM | SALESFORCE INC | 3.24% | 50,083 | $13,708,218 | -21,417 | -29.95% | $273.71 | 13F |
| CLS | CELESTICA INC | 3.06% | 252,675 | $12,916,746 | -176,561 | -41.13% | $51.12 | 13F |
| ASML | ASML HOLDING N V | 0.06% | 320 | $266,640 | -14 | -4.19% | $833.25 | 13F |