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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 14.4% | 227,585 | $76,912,351 | -40,807 | -15.2% | $337.95 | 13F |
| NVDA | NVIDIA CORPORATION | 8.89% | 272,214 | $47,474,122 | -67,786 | -19.94% | $174.4 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 8.35% | 219,251 | $44,602,231 | -236 | -0.11% | $203.43 | 13F |
| CHYM | CHIME FINL INC | 7.28% | 2,077,615 | $38,913,729 | -632,674 | -23.34% | $18.73 | 13F |
| BILL | BILL HOLDINGS INC | 4.48% | 625,000 | $23,937,500 | -253,000 | -28.82% | $38.3 | 13F |
| ASML | ASML HLDG NV | 2.71% | 10,946 | $14,457,805 | -42 | -0.38% | $1320.83 | 13F |
| GOOGL | ALPHABET INC | 2.29% | 42,500 | $12,221,300 | -92,000 | -68.4% | $287.56 | 13F |
| AMPL | AMPLITUDE INC | 0.37% | 292,844 | $1,997,196 | -1,207,156 | -80.48% | $6.82 | 13F |