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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 15.16% | 4,320,000 | $899,726,400 | 2,140,609 | 98.22% | $208.27 | 13F |
| MU | MICRON TECHNOLOGY INC | 9.48% | 1,665,000 | $562,503,600 | 165,000 | 11% | $337.84 | 13F |
| UBER | UBER TECHNOLOGIES INC | 7.68% | 6,332,720 | $455,512,550 | 4,482,720 | 242.31% | $71.93 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.56% | 1,327,500 | $448,628,625 | 197,500 | 17.48% | $337.95 | 13F |
| VST | VISTRA CORP | 5.12% | 2,022,332 | $304,017,170 | 1,077,332 | 114% | $150.33 | 13F |
| EWY | ISHARES INC | 4.98% | 2,400,000 | $295,224,000 | 525,000 | 28% | $123.01 | 13F |
| NRG | NRG ENERGY INC | 4.27% | 1,734,442 | $253,471,354 | 94,442 | 5.76% | $146.14 | 13F |
| BIDU | BAIDU INC | 1.3% | 692,100 | $77,113,782 | 117,100 | 20.37% | $111.42 | 13F |