| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSLA | Tesla Inc | 9.52% | 3,589,622 | $1,596,376,554 | 512,158 | 16.64% | $444.72 | 13F |
| AMD | Advanced Micro Devices Inc | 2.95% | 3,057,911 | $494,739,497 | 349,806 | 12.92% | $161.79 | 13F |
| CRCL | Circle Internet Group Inc | 2.35% | 2,966,940 | $393,356,905 | 42,537 | 1.45% | $132.58 | 13F |
| TER | Teradyne Inc | 2.23% | 2,722,327 | $374,701,066 | 548,140 | 25.21% | $137.64 | 13F |
| ACHR | Archer Aviation Inc | 1.79% | 31,301,449 | $299,867,886 | 1,715,945 | 5.8% | $9.58 | 13F |
| AMZN | Amazon.com Inc | 1.60% | 1,218,608 | $267,569,802 | 78,114 | 6.85% | $219.57 | 13F |
| BEAM | Beam Therapeutics Inc | 1.60% | 11,038,834 | $267,912,511 | 2,190,993 | 24.76% | $24.27 | 13F |
| META | Meta Platforms Inc | 1.31% | 298,412 | $219,147,937 | 7,912 | 2.72% | $734.38 | 13F |
| NVDA | NVIDIA Corporation | 1.30% | 1,165,661 | $217,489,074 | 152,607 | 15.06% | $186.58 | 13F |
| TSM | Taiwan Semiconductor Manufactu | 1.24% | 742,028 | $207,241,000 | 43,098 | 6.17% | $279.29 | 13F |
| TWST | Twist Bioscience Corp | 1.13% | 6,726,808 | $189,292,386 | 326,367 | 5.1% | $28.14 | 13F |
| RXRX | Recursion Pharmaceuticals Inc | 0.98% | 33,545,499 | $163,702,036 | 556,868 | 1.69% | $4.88 | 13F |
| GTLB | Gitlab Inc | 0.92% | 3,437,617 | $154,967,759 | 144,932 | 4.4% | $45.08 | 13F |
| PINS | Pinterest Inc | 0.92% | 4,770,939 | $153,481,110 | 828,462 | 21.01% | $32.17 | 13F |
| VCYT | Veracyte Inc | 0.91% | 4,465,775 | $153,310,050 | 665,686 | 17.52% | $34.33 | 13F |
| DE | Deere & Co | 0.90% | 329,201 | $150,530,221 | 105,029 | 46.85% | $457.26 | 13F |
| PD | PagerDuty Inc | 0.87% | 8,827,404 | $145,828,707 | 224,769 | 2.61% | $16.52 | 13F |
| ILMN | Illumina Inc | 0.83% | 1,467,879 | $139,404,511 | 299,801 | 25.67% | $94.97 | 13F |
| SOFI | SoFi Technologies Inc | 0.78% | 4,945,247 | $130,653,416 | 521,092 | 11.78% | $26.42 | 13F |
| AVAV | AeroVironment Inc | 0.75% | 400,457 | $126,099,905 | 89,697 | 28.86% | $314.89 | 13F |
| ABNB | Airbnb Inc | 0.75% | 1,035,828 | $125,770,178 | 243,299 | 30.7% | $121.42 | 13F |
| BWXT | BWX Technologies Inc | 0.75% | 680,996 | $125,555,233 | 39,947 | 6.23% | $184.37 | 13F |
| EXAS | Exact Sciences Corp | 0.71% | 2,186,168 | $119,605,233 | 2,186,132 | 6072590% | $54.71 | 13F |
| RKLB | Rocket Lab Corp | 0.71% | 2,486,795 | $119,142,349 | 16,329 | 0.66% | $47.91 | 13F |
| TTD | Trade Desk Inc/The | 0.67% | 2,306,691 | $113,050,929 | 830,373 | 56.25% | $49.01 | 13F |
| GOOG | Alphabet Inc | 0.49% | 338,956 | $82,552,734 | 205,190 | 153.39% | $243.55 | 13F |
| TOST | Toast Inc | 0.45% | 2,063,456 | $75,336,779 | 185,574 | 9.88% | $36.51 | 13F |
| TRMB | Trimble Inc | 0.45% | 918,438 | $74,990,463 | 111,450 | 13.81% | $81.65 | 13F |
| BIDU | Baidu Inc | 0.40% | 508,388 | $66,990,287 | 213,941 | 72.66% | $131.77 | 13F |
| LHX | L3Harris Technologies Inc | 0.40% | 219,294 | $66,974,581 | 68,965 | 45.88% | $305.41 | 13F |
| CRWV | CoreWeave Inc | 0.38% | 467,957 | $64,039,915 | 128,213 | 37.74% | $136.85 | 13F |
| CRWD | Crowdstrike Holdings Inc | 0.38% | 130,239 | $63,866,601 | 7,848 | 6.41% | $490.38 | 13F |
| MELI | MercadoLibre Inc | 0.36% | 25,722 | $60,110,771 | 436 | 1.72% | $2336.94 | 13F |
| DASH | DoorDash Inc | 0.34% | 211,398 | $57,498,142 | 32,876 | 18.42% | $271.99 | 13F |
| SPOT | Spotify Technology SA | 0.33% | 80,285 | $56,038,916 | 6,100 | 8.22% | $698 | 13F |
| PSNL | Personalis Inc | 0.31% | 7,910,191 | $51,574,445 | 802,268 | 11.29% | $6.52 | 13F |
| NET | Cloudflare Inc | 0.28% | 222,318 | $47,707,220 | 18,012 | 8.82% | $214.59 | 13F |
| U | Unity Software Inc | 0.23% | 976,973 | $39,118,017 | 95,341 | 10.81% | $40.04 | 13F |
| QCOM | QUALCOMM Inc | 0.22% | 221,426 | $36,836,429 | 21,593 | 10.81% | $166.36 | 13F |
| ABSI | Absci Corp | 0.22% | 12,162,773 | $36,974,831 | 2,116,845 | 21.07% | $3.04 | 13F |
| RDDT | Reddit Inc | 0.22% | 158,120 | $36,366,019 | 2,607 | 1.68% | $229.99 | 13F |
| ARCT | Arcturus Therapeutics Holdings | 0.21% | 1,872,721 | $34,514,252 | 157,681 | 9.19% | $18.43 | 13F |
| CDNA | CareDx Inc | 0.19% | 2,170,625 | $31,560,892 | 70,468 | 3.36% | $14.54 | 13F |
| DDOG | Datadog Inc | 0.19% | 220,178 | $31,353,347 | 78,787 | 55.72% | $142.4 | 13F |
| SYM | Symbotic Inc | 0.19% | 589,887 | $31,794,909 | 144,389 | 32.41% | $53.9 | 13F |
| PRME | Prime Medicine Inc | 0.18% | 5,477,851 | $30,347,295 | 3,155,182 | 135.84% | $5.54 | 13F |
| PSTG | Pure Storage Inc | 0.17% | 347,093 | $29,089,864 | 38,768 | 12.57% | $83.81 | 13F |
| SE | Sea Ltd | 0.17% | 157,132 | $28,084,156 | 1,978 | 1.27% | $178.73 | 13F |
| CCJ | Cameco Corp | 0.16% | 321,040 | $26,922,414 | 43,191 | 15.54% | $83.86 | 13F |
| RBRK | Rubrik Inc | 0.16% | 319,112 | $26,246,962 | 55,500 | 21.05% | $82.25 | 13F |
| ESLT | Elbit Systems Ltd | 0.16% | 53,569 | $27,309,476 | 5,550 | 11.56% | $509.8 | 13F |
| AUR | Aurora Innovation Inc | 0.15% | 4,743,215 | $25,565,929 | 2,011,015 | 73.6% | $5.39 | 13F |
| IBTA | Ibotta Inc | 0.15% | 907,386 | $25,270,700 | 255,899 | 39.28% | $27.85 | 13F |
| SNPS | Synopsys Inc | 0.15% | 51,558 | $25,438,202 | 24,446 | 90.17% | $493.39 | 13F |
| LUNR | Intuitive Machines Inc | 0.13% | 2,073,233 | $21,810,411 | 914,458 | 78.92% | $10.52 | 13F |
| NU | NU Holdings Ltd | 0.13% | 1,407,648 | $22,536,444 | 233,973 | 19.94% | $16.01 | 13F |
| KDK | Kodiak AI, Inc. | 0.12% | 2,255,006 | $20,362,704 | 1,335,413 | 145.22% | 13G | |
| TDY | Teledyne Technologies Inc | 0.12% | 35,539 | $20,827,276 | 3,660 | 11.48% | $586.04 | 13F |
| Z | Zillow Group Inc | 0.12% | 261,166 | $20,122,840 | 136,228 | 109.04% | $77.05 | 13F |
| CRM | Salesforce Inc | 0.11% | 76,013 | $18,015,081 | 4,987 | 7.02% | $237 | 13F |
| NXDR | Nextdoor Holdings Inc | 0.10% | 7,971,035 | $16,659,463 | 104,168 | 1.32% | $2.09 | 13F |
| ETOR | Etoro Group Ltd | 0.10% | 387,164 | $15,978,258 | 139,132 | 56.09% | $41.27 | 13F |
| CAT | Caterpillar Inc | 0.09% | 31,144 | $14,860,360 | 3,268 | 11.72% | $477.15 | 13F |
| ISRG | Intuitive Surgical Inc | 0.08% | 29,812 | $13,332,821 | 9,470 | 46.55% | $447.23 | 13F |
| GLBE | Global-e Online Ltd | 0.08% | 386,873 | $13,834,578 | 7,911 | 2.09% | $35.76 | 13F |
| CMPS | Compass Pathways Plc | 0.07% | 2,121,118 | $12,154,003 | 471,897 | 28.61% | $5.73 | 13F |
| KSPI | Kaspi.KZ JSC | 0.07% | 141,780 | $11,580,590 | 21,076 | 17.46% | $81.68 | 13F |
| ICE | Intercontinental Exchange Inc | 0.06% | 56,843 | $9,576,909 | 1,160 | 2.08% | $168.48 | 13F |
| INTU | Intuit Inc | 0.06% | 15,430 | $10,537,301 | 331 | 2.19% | $682.91 | 13F |
| PYPL | PayPal Holdings Inc | 0.06% | 160,627 | $10,771,647 | 3,291 | 2.09% | $67.06 | 13F |
| VRTX | Vertex Pharmaceuticals Inc | 0.06% | 25,665 | $10,051,390 | 1,602 | 6.66% | $391.64 | 13F |
| BILL | BILL Holdings Inc | 0.05% | 151,654 | $8,033,112 | 3,111 | 2.09% | $52.97 | 13F |
| CAI | Caris Life Sciences Inc | 0.04% | 245,350 | $7,421,838 | 198,300 | 421.47% | $30.25 | 13F |
| GRMN | Garmin Ltd | 0.04% | 28,925 | $7,121,914 | 2,852 | 10.94% | $246.22 | 13F |
| AME | AMETEK Inc | 0.03% | 22,963 | $4,317,044 | 16,220 | 240.55% | $188 | 13F |
| HEI | HEICO Corp | 0.03% | 16,341 | $5,275,202 | 1,612 | 10.94% | $322.82 | 13F |
| HON | Honeywell International Inc | 0.03% | 21,714 | $4,570,797 | 5,962 | 37.85% | $210.5 | 13F |
| DDD | 3D Systems Corp | 0.03% | 1,680,520 | $4,873,508 | 239,578 | 16.63% | $2.9 | 13F |
| XRAY | DENTSPLY SIRONA Inc | 0.02% | 226,543 | $2,874,831 | 13,584 | 6.38% | $12.69 | 13F |
| HPQ | HP Inc | 0.02% | 117,932 | $3,211,288 | 7,258 | 6.56% | $27.23 | 13F |
| LMT | Lockheed Martin Corp | 0.02% | 5,392 | $2,691,740 | 527 | 10.83% | $499.21 | 13F |
| MSFT | Microsoft Corp | 0.02% | 6,124 | $3,171,926 | 3,513 | 134.55% | $517.95 | 13F |
| NNDM | Nano Dimension Ltd | 0.02% | 1,935,939 | $3,039,424 | 158,094 | 8.89% | $1.57 | 13F |
| SPNS | Sapiens International Corp NV | 0.02% | 64,757 | $2,784,551 | 1,489 | 2.35% | $43 | 13F |
| TATT | TAT Technologies Ltd | 0.02% | 62,805 | $2,556,898 | 3,699 | 6.26% | $40.71 | 13F |
| NICE | Nice Ltd | 0.01% | 12,638 | $1,829,730 | 1,707 | 15.62% | $144.78 | 13F |
| CLBT | Cellebrite DI Ltd | 0.01% | 133,518 | $2,474,089 | 47,455 | 55.14% | $18.53 | 13F |
| CHKP | Check Point Software Technologies Ltd | 0.01% | 8,953 | $1,852,465 | 1,290 | 16.83% | $206.91 | 13F |
| CGNT | Cognyte Software Ltd | 0.01% | 210,050 | $1,764,420 | 37,393 | 21.66% | $8.4 | 13F |
| CYBR | CyberArk Software Ltd | 0.01% | 5,062 | $2,445,705 | 90 | 1.81% | $483.15 | 13F |
| FVRR | Fiverr International Ltd | 0.01% | 75,569 | $1,844,639 | 8,663 | 12.95% | $24.41 | 13F |
| INMD | Inmode Ltd | 0.01% | 137,597 | $2,050,195 | 27,146 | 24.58% | $14.9 | 13F |
| ITRN | Ituran Location and Control Ltd | 0.01% | 50,002 | $1,786,071 | 562 | 1.14% | $35.72 | 13F |
| KMDA | Kamada Ltd | 0.01% | 256,217 | $1,778,684 | 2,943 | 1.16% | $6.94 | 13F |
| MDWD | MediWound Ltd | 0.01% | 96,879 | $1,745,760 | 2,209 | 2.33% | $18.02 | 13F |
| NYAX | Nayax Ltd | 0.01% | 43,117 | $2,058,330 | 1,331 | 3.19% | $47.74 | 13F |
| RSKD | Riskified Ltd | 0.01% | 368,310 | $1,723,691 | 4,248 | 1.17% | $4.68 | 13F |
| WIX | Wix.com Ltd | 0.01% | 12,494 | $2,219,309 | 2,204 | 21.42% | $177.63 | 13F |
| PLTK | Playtika Holding Corp | 0.00975% | 420,301 | $1,634,971 | 81,325 | 23.99% | $3.89 | 13F |
| NNOX | Nano-X Imaging Ltd | 0.00849% | 384,788 | $1,423,716 | 69,695 | 22.12% | $3.7 | 13F |
| ARKK | ARK Innovation ETF | 0.00848% | 16,471 | $1,421,450 | 5,723 | 53.25% | $86.3 | 13F |
| MNDY | Monday.com Ltd | 0.00776% | 6,721 | $1,301,790 | 40 | 0.6% | $193.69 | 13F |
| MOGA | Moog Inc | 0.00744% | 6,009 | $1,247,889 | 467 | 8.43% | $207.67 | 13F |
| UPS | United Parcel Service Inc | 0.00579% | 11,613 | $970,034 | 2,185 | 23.18% | $83.53 | 13F |
| ALGN | Align Technology Inc | 0.00464% | 6,208 | $777,366 | 3 | 0.05% | $125.22 | 13F |
| IWF | iShares Russell 1000 Growth ETF | 0.00202% | 723 | $338,557 | 13 | 1.83% | $468.27 | 13F |
| ARKG | ARK Genomic Revolution ETF | 0.00117% | 7,051 | $195,814 | 2,730 | 63.18% | $27.77 | 13F |
| ATI | ATI Inc | 0.00036% | 742 | $60,354 | 587 | 378.71% | $81.34 | 13F |