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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 4.28% | 2,712,854 | $551,875,889 | 138,075 | 5.36% | $203.43 | 13F |
| CRSP | CRISPR Therapeutics AG | 4.18% | 11,313,623 | $538,189,027 | 791,566 | 7.52% | $47.57 | 13F |
| SHOP | Shopify Inc | 3.85% | 4,177,652 | $495,553,074 | 198,754 | 5% | $118.62 | 13F |
| TEM | Tempus AI Inc | 3.37% | 9,607,745 | $434,462,230 | 2,050,162 | 27.13% | $45.22 | 13F |
| CRCL | Circle Internet Group Inc | 3.34% | 4,509,482 | $430,249,668 | 367,854 | 8.88% | $95.41 | 13F |
| HOOD | Robinhood Markets Inc | 3.23% | 6,003,061 | $416,012,113 | 1,196,850 | 24.9% | $69.3 | 13F |
| RBLX | ROBLOX Corp | 2.59% | 5,896,106 | $333,483,744 | 1,061,769 | 21.96% | $56.56 | 13F |
| AMZN | Amazon.com Inc | 2.19% | 1,355,283 | $282,264,888 | 142,982 | 11.79% | $208.27 | 13F |
| KTOS | Kratos Defense & Security Solutions Inc. | 1.91% | 3,491,194 | $246,164,080 | 37,071 | 1.07% | $70.51 | 13F |
| BLSH | Bullish | 1.82% | 6,562,039 | $234,461,649 | 1,740,339 | 36.09% | $35.73 | 13F |
| ACHR | Archer Aviation Inc. | 1.67% | 37,499,230 | $215,245,580 | 62,168 | 0.17% | 13G | |
| GOOG | Alphabet Inc | 1.60% | 720,414 | $206,658,015 | 174,522 | 31.97% | $286.86 | 13F |
| CRWV | CoreWeave Inc | 1.53% | 2,538,125 | $196,628,508 | 613,869 | 31.9% | $77.47 | 13F |
| BMNR | BitMine Immersion Technologies | 1.49% | 9,699,165 | $191,849,484 | 241,835 | 2.56% | $19.78 | 13F |
| NTLA | Intellia Therapeutics Inc | 1.44% | 14,509,247 | $186,008,545 | 301,923 | 2.13% | $12.82 | 13F |
| RKLB | Rocket Lab Corp | 1.12% | 2,243,656 | $144,087,588 | 8,396 | 0.38% | $64.22 | 13F |
| LHX | L3Harris Technologies Inc | 1.04% | 389,694 | $134,502,884 | 79,971 | 25.82% | $345.15 | 13F |
| RXRX | Recursion Pharmaceuticals Inc | 0.96% | 40,212,769 | $123,453,202 | 2,895,913 | 7.76% | $3.07 | 13F |
| AVAV | AeroVironment Inc | 0.79% | 559,254 | $102,371,445 | 126,125 | 29.12% | $183.05 | 13F |
| BABA | Alibaba Group Holding Ltd | 0.76% | 783,171 | $98,256,590 | 145,363 | 22.79% | $125.46 | 13F |
| WGS | GeneDx Holdings Corp | 0.66% | 1,324,583 | $85,064,722 | 720,022 | 119.1% | $64.22 | 13F |
| TRMB | Trimble Inc | 0.63% | 1,247,925 | $81,402,148 | 226,827 | 22.21% | $65.23 | 13F |
| FIG | Figma Inc | 0.56% | 3,392,869 | $71,725,251 | 2,811,150 | 483.25% | $21.14 | 13F |
| DASH | DoorDash Inc | 0.40% | 346,147 | $51,973,972 | 39,808 | 12.99% | $150.15 | 13F |
| JOBY | Joby Aviation Inc | 0.40% | 6,173,944 | $50,996,777 | 2,816,936 | 83.91% | $8.26 | 13F |
| ESLT | Elbit Systems Ltd | 0.40% | 60,281 | $51,183,994 | 3,236 | 5.67% | $849.09 | 13F |
| PSNL | Personalis Inc | 0.39% | 7,944,112 | $50,603,993 | 65,025 | 0.83% | $6.37 | 13F |
| LUNR | Intuitive Machines Inc | 0.38% | 2,656,531 | $49,305,215 | 355,008 | 15.42% | $18.56 | 13F |
| CAT | Caterpillar Inc | 0.32% | 58,578 | $41,500,170 | 24,410 | 71.44% | $708.46 | 13F |
| ABSI | Absci Corp | 0.32% | 13,726,169 | $41,178,507 | 1,175,370 | 9.36% | $3 | 13F |
| SYM | Symbotic Inc | 0.32% | 782,223 | $41,614,264 | 139,310 | 21.67% | $53.2 | 13F |
| CCJ | Cameco Corp | 0.31% | 367,177 | $39,879,094 | 12,786 | 3.61% | $108.61 | 13F |
| CDNA | CareDx Inc | 0.30% | 2,227,556 | $38,670,379 | 91,153 | 4.27% | $17.36 | 13F |
| CERS | Cerus Corp | 0.27% | 19,161,148 | $34,873,289 | 960,944 | 5.28% | $1.82 | 13F |
| ISRG | Intuitive Surgical Inc | 0.25% | 68,991 | $31,804,161 | 19,893 | 40.52% | $460.99 | 13F |
| TDY | Teledyne Technologies Inc | 0.24% | 51,435 | $31,118,689 | 7,136 | 16.11% | $605.01 | 13F |
| SNPS | Synopsys Inc | 0.23% | 76,070 | $30,160,234 | 13,639 | 21.85% | $396.48 | 13F |
| WRD | WeRide Inc | 0.23% | 3,649,331 | $29,523,088 | 1,647,435 | 82.29% | $8.09 | 13F |
| AUR | Aurora Innovation Inc | 0.21% | 6,450,763 | $26,577,144 | 1,230,598 | 23.57% | $4.12 | 13F |
| DDOG | Datadog Inc | 0.21% | 226,622 | $26,752,727 | 7,331 | 3.34% | $118.05 | 13F |
| NRIX | Nurix Therapeutics Inc | 0.21% | 1,721,135 | $26,677,596 | 118,596 | 7.4% | $15.5 | 13F |
| ARCT | Arcturus Therapeutics Holdings Inc. | 0.20% | 2,947,556 | $25,407,933 | 178,038 | 6.43% | 13G | |
| KDK | Kodiak AI Inc | 0.20% | 3,805,228 | $26,408,282 | 1,135,772 | 42.55% | $6.94 | 13F |
| PSTG | Everpure Inc | 0.20% | 428,616 | $25,305,489 | 30,516 | 7.67% | $59.04 | 13F |
| PRME | Prime Medicine Inc | 0.17% | 6,246,827 | $21,738,957 | 878,301 | 16.36% | $3.48 | 13F |
| NFLX | Netflix Inc | 0.16% | 217,421 | $20,905,029 | 51,686 | 31.19% | $96.15 | 13F |
| OKLO | Oklo Inc | 0.14% | 351,169 | $17,414,471 | 128,124 | 57.44% | $49.59 | 13F |
| CMPS | Compass Pathways Plc | 0.14% | 3,301,050 | $18,254,806 | 1,145,038 | 53.11% | $5.53 | 13F |
| PONY | Pony AI Inc | 0.14% | 1,926,151 | $18,182,865 | 274,699 | 16.63% | $9.44 | 13F |
| SE | Sea Ltd | 0.11% | 173,066 | $14,331,564 | 24,894 | 16.8% | $82.81 | 13F |
| GENI | Genius Sports Ltd | 0.11% | 3,331,190 | $14,757,172 | 959,718 | 40.47% | $4.43 | 13F |
| GRMN | Garmin Ltd | 0.10% | 53,700 | $12,458,937 | 15,431 | 40.32% | $232.01 | 13F |
| HEI | HEICO Corp | 0.09% | 43,741 | $11,993,782 | 24,967 | 132.99% | $274.2 | 13F |
| KLAR | Klarna Group PLC | 0.08% | 778,161 | $10,186,127 | 41,504 | 5.63% | $13.09 | 13F |
| HON | Honeywell International Inc | 0.07% | 38,709 | $8,749,395 | 11,019 | 39.79% | $226.03 | 13F |
| LMT | Lockheed Martin Corp | 0.06% | 13,267 | $8,018,442 | 7,144 | 116.67% | $604.39 | 13F |
| SLMT | Brera Holdings PLC | 0.06% | 9,687,877 | $7,595,296 | 598,229 | 6.58% | $0.78 | 13F |
| ARKK | ARK Innovation ETF | 0.05% | 95,637 | $6,464,105 | 13,173 | 15.97% | $67.59 | 13F |
| BWAY | Brainsway Ltd | 0.02% | 193,686 | $2,574,087 | 66,355 | 52.11% | $13.29 | 13F |
| HPQ | HP Inc | 0.02% | 122,753 | $2,358,085 | 14,752 | 13.66% | $19.21 | 13F |
| NICE | Nice Ltd | 0.02% | 19,245 | $2,121,954 | 2,996 | 18.44% | $110.26 | 13F |
| AUDC | AudioCodes Ltd | 0.02% | 254,834 | $2,143,154 | 32,868 | 14.81% | $8.41 | 13F |
| INMD | Inmode Ltd | 0.02% | 157,726 | $2,157,692 | 22,038 | 16.24% | $13.68 | 13F |
| MDWD | MediWound Ltd | 0.02% | 129,961 | $2,093,672 | 23,564 | 22.15% | $16.11 | 13F |
| PERI | Perion Network Ltd | 0.02% | 233,860 | $2,336,261 | 14,255 | 6.49% | $9.99 | 13F |
| RDCM | RADCOM Ltd | 0.02% | 172,735 | $2,100,458 | 21,778 | 14.43% | $12.16 | 13F |
| RDWR | Radware Ltd | 0.02% | 91,580 | $2,410,386 | 9,181 | 11.14% | $26.32 | 13F |
| WIX | Wix.com Ltd | 0.02% | 26,621 | $2,397,753 | 11,104 | 71.56% | $90.07 | 13F |
| MBLY | Mobileye Global Inc | 0.01% | 202,423 | $1,390,646 | 59,468 | 41.6% | $6.87 | 13F |
| PLTK | Playtika Holding Corp | 0.01% | 614,004 | $1,706,931 | 24,171 | 4.1% | $2.78 | 13F |
| ALLT | Allot Ltd | 0.01% | 202,708 | $1,294,388 | 530 | 0.26% | $6.39 | 13F |
| CLBT | Cellebrite DI Ltd | 0.01% | 126,183 | $1,738,802 | 12,117 | 10.62% | $13.78 | 13F |
| CHKP | Check Point Software Technologies Ltd | 0.01% | 11,768 | $1,681,059 | 763 | 6.93% | $142.85 | 13F |
| NNOX | Nano-X Imaging Ltd | 0.01% | 733,290 | $1,664,568 | 225,869 | 44.51% | $2.27 | 13F |
| RSKD | Riskified Ltd | 0.01% | 474,057 | $1,858,303 | 28,904 | 6.49% | $3.92 | 13F |
| FVRR | Fiverr International Ltd | 0.00997% | 128,156 | $1,284,123 | 34,449 | 36.76% | $10.02 | 13F |
| MNDY | Monday.com Ltd | 0.00911% | 16,992 | $1,174,317 | 5,268 | 44.93% | $69.11 | 13F |
| PGY | Pagaya Technologies Ltd | 0.00896% | 99,061 | $1,154,061 | 24,635 | 33.1% | $11.65 | 13F |
| SMWB | SimilarWeb Ltd | 0.00713% | 352,070 | $918,903 | 115,645 | 48.91% | $2.61 | 13F |
| ODD | Oddity Tech Ltd | 0.00680% | 65,515 | $876,591 | 23,658 | 56.52% | $13.38 | 13F |
| ARKG | ARK Genomic Revolution ETF | 0.00139% | 6,773 | $178,949 | 1,744 | 34.68% | $26.42 | 13F |
| AVNT | Avient Corp | 0.00066% | 2,359 | $85,632 | 77 | 3.37% | $36.3 | 13F |
| MTRN | Materion Corp | 0.00064% | 571 | $82,595 | 6 | 1.06% | $144.65 | 13F |
| MMM | 3M Co | 0.00056% | 497 | $72,179 | 26 | 5.52% | $145.23 | 13F |