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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSLA | Tesla Inc | 8.17% | 2,831,329 | $1,052,546,690 | -83,163 | -2.85% | $371.75 | 13F |
| PLTR | Palantir Technologies Inc | 3.53% | 3,109,881 | $454,913,400 | -122,020 | -3.78% | $146.28 | 13F |
| COIN | Coinbase Global Inc | 3.22% | 2,372,884 | $414,329,300 | -169,044 | -6.65% | $174.61 | 13F |
| TER | Teradyne Inc | 2.86% | 1,245,122 | $369,128,978 | -1,111,134 | -47.16% | $296.46 | 13F |
| ROKU | Roku Inc | 2.81% | 3,820,405 | $361,486,706 | -2,061,333 | -35.05% | $94.62 | 13F |
| TWST | Twist Bioscience Corp | 2.34% | 6,342,733 | $301,406,681 | -1,216,762 | -16.1% | $47.52 | 13F |
| BEAM | Beam Therapeutics Inc | 2.24% | 12,133,433 | $289,139,697 | -333,756 | -2.68% | $23.83 | 13F |
| TXG | 10X Genomics Inc | 1.93% | 11,717,317 | $248,758,647 | -950,052 | -7.5% | $21.23 | 13F |
| DE | Deere & Co | 1.74% | 399,074 | $224,798,576 | -22,833 | -5.41% | $563.3 | 13F |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd | 1.65% | 627,704 | $212,132,567 | -120,876 | -16.15% | $337.95 | 13F |
| XYZ | Block Inc | 1.44% | 3,093,936 | $186,193,070 | -277,520 | -8.23% | $60.18 | 13F |
| NVDA | NVIDIA Corp | 1.40% | 1,035,426 | $180,578,233 | -219,151 | -17.47% | $174.4 | 13F |
| ARKB | ARK 21Shares Bitcoin ETF | 1.17% | 6,698,206 | $150,642,653 | -173,299 | -2.52% | $22.49 | 13F |
| ILMN | Illumina Inc | 1.08% | 1,129,459 | $139,217,163 | -410,892 | -26.68% | $123.26 | 13F |
| NTRA | Natera Inc | 1.06% | 684,255 | $136,844,067 | -46,855 | -6.41% | $199.99 | 13F |
| BWXT | BWX Technologies Inc | 0.99% | 622,546 | $127,304,432 | -44,947 | -6.73% | $204.49 | 13F |
| BIDU | Baidu Inc | 0.97% | 1,120,331 | $124,827,258 | -37,547 | -3.24% | $111.42 | 13F |
| VCYT | Veracyte Inc | 0.76% | 3,053,818 | $98,363,488 | -833,729 | -21.45% | $32.21 | 13F |
| META | Meta Platforms Inc | 0.68% | 153,996 | $88,105,657 | -144,553 | -48.42% | $572.13 | 13F |
| SOFI | SoFi Technologies Inc | 0.47% | 3,836,003 | $60,915,722 | -270,057 | -6.58% | $15.88 | 13F |
| IRDM | Iridium Communications Inc | 0.37% | 1,726,802 | $47,901,487 | -1,123,804 | -39.42% | $27.74 | 13F |
| PACB | Pacific Biosciences of California, Inc. | 0.37% | 36,273,288 | $47,880,740 | -990,940 | -2.66% | $1.32 | 13F |
| TOST | Toast Inc | 0.37% | 1,810,754 | $48,003,089 | -155,612 | -7.91% | $26.51 | 13F |
| GH | Guardant Health Inc | 0.35% | 486,675 | $44,954,162 | -204,972 | -29.64% | $92.37 | 13F |
| CRWD | Crowdstrike Holdings Inc | 0.32% | 105,866 | $41,331,145 | -17,230 | -14% | $390.41 | 13F |
| MELI | MercadoLibre Inc | 0.32% | 23,988 | $41,475,732 | -2,237 | -8.53% | $1729.02 | 13F |
| NET | Cloudflare Inc | 0.29% | 183,644 | $37,893,103 | -26,446 | -12.59% | $206.34 | 13F |
| SPOT | Spotify Technology SA | 0.26% | 67,778 | $32,866,104 | -10,728 | -13.67% | $484.91 | 13F |
| ADPT | Adaptive Biotechnologies Corp | 0.23% | 2,092,969 | $29,050,406 | -45,991 | -2.15% | $13.88 | 13F |
| DKNG | DraftKings Inc | 0.23% | 1,353,109 | $29,254,220 | -3,187,657 | -70.2% | $21.62 | 13F |
| SDGR | Schrodinger Inc | 0.18% | 2,067,135 | $23,482,650 | -44,694 | -2.12% | $11.36 | 13F |
| IONS | Ionis Pharmaceuticals Inc | 0.17% | 288,716 | $21,679,720 | -134,252 | -31.74% | $75.09 | 13F |
| ABNB | Airbnb Inc | 0.16% | 161,662 | $20,414,701 | -818,400 | -83.5% | $126.28 | 13F |
| BFLY | Butterfly Network Inc | 0.16% | 5,227,503 | $21,119,112 | -1,016,924 | -16.29% | $4.04 | 13F |
| RBRK | Rubrik Inc | 0.15% | 395,049 | $19,345,550 | -59,227 | -13.04% | $48.97 | 13F |
| GTLB | Gitlab Inc | 0.14% | 826,885 | $17,893,791 | -36,690 | -4.25% | $21.64 | 13F |
| NU | NU Holdings Ltd | 0.13% | 1,170,765 | $16,823,893 | -156,467 | -11.79% | $14.37 | 13F |
| MASS | 908 Devices Inc. | 0.12% | 1,883,206 | $15,837,762 | -63,479 | -3.26% | 13G | |
| SRTA | Strata Critical Medical, Inc. | 0.11% | 2,730,855 | $14,391,606 | -4,724,429 | -63.37% | 13G | |
| CNTN | Canton Strategic Holdings, Inc. | 0.08% | 3,657,548 | $10,314,285 | -37,536 | -1.02% | 13G | |
| ETOR | Etoro Group Ltd | 0.08% | 352,252 | $10,578,128 | -35,392 | -9.13% | $30.03 | 13F |
| Z | Zillow Group Inc | 0.05% | 166,685 | $6,897,425 | -79,581 | -32.32% | $41.38 | 13F |
| ICE | Intercontinental Exchange Inc | 0.04% | 29,181 | $4,589,588 | -24,414 | -45.55% | $157.28 | 13F |
| KSPI | Kaspi.KZ JSC | 0.04% | 62,632 | $4,639,152 | -71,056 | -53.15% | $74.07 | 13F |
| QSI | Quantum-Si Inc | 0.04% | 6,878,899 | $5,324,268 | -142,672 | -2.03% | $0.77 | 13F |
| SSYS | Stratasys Ltd | 0.03% | 416,428 | $3,252,303 | -34,487 | -7.65% | $7.81 | 13F |
| ADSK | Autodesk Inc | 0.02% | 12,449 | $2,980,291 | -1,629 | -11.57% | $239.4 | 13F |
| XRAY | Dentsply Sirona Inc | 0.02% | 266,748 | $3,094,277 | -76,418 | -22.27% | $11.6 | 13F |
| MTLS | Materialise NV | 0.02% | 444,324 | $2,194,961 | -48,608 | -9.86% | $4.94 | 13F |
| MSFT | Microsoft Corp | 0.02% | 6,399 | $2,368,718 | -448 | -6.54% | $370.17 | 13F |
| NNDM | Nano Dimension Ltd | 0.02% | 1,416,118 | $2,407,401 | -241,783 | -14.58% | $1.7 | 13F |
| PTC | PTC Inc | 0.02% | 19,563 | $2,787,532 | -1,508 | -7.16% | $142.49 | 13F |
| PRLB | Proto Labs Inc | 0.02% | 45,704 | $2,606,042 | -11,040 | -19.46% | $57.02 | 13F |
| TEVA | Teva Pharmaceutical Industries | 0.02% | 68,279 | $2,056,563 | -36,852 | -35.05% | $30.12 | 13F |
| CAMT | Camtek Ltd | 0.02% | 15,354 | $2,327,820 | -1,540 | -9.12% | $151.61 | 13F |
| CGNT | Cognyte Software Ltd | 0.02% | 240,953 | $1,951,719 | -18,163 | -7.01% | $8.1 | 13F |
| ITRN | Ituran Location and Control Ltd | 0.02% | 50,525 | $2,476,230 | -4,300 | -7.84% | $49.01 | 13F |
| NVMI | Nova Ltd | 0.02% | 5,082 | $2,207,011 | -1,150 | -18.45% | $434.28 | 13F |
| NYAX | Nayax Ltd | 0.02% | 37,598 | $2,112,046 | -6,545 | -14.83% | $56.17 | 13F |
| TSEM | Tower Semiconductor Ltd | 0.02% | 18,090 | $3,174,433 | -9,508 | -34.45% | $175.48 | 13F |
| URGN | UroGen Pharma Ltd | 0.02% | 115,545 | $2,077,499 | -5,939 | -4.89% | $17.98 | 13F |
| DDD | 3D Systems Corp | 0.01% | 915,200 | $1,720,576 | -30,098 | -3.18% | $1.88 | 13F |
| XMTR | Xometry Inc | 0.01% | 40,296 | $1,645,689 | -13,280 | -24.79% | $40.84 | 13F |
| GILT | Gilat Satellite Networks Ltd | 0.01% | 126,911 | $1,906,203 | -21,810 | -14.67% | $15.02 | 13F |
| FROG | JFrog Ltd | 0.01% | 39,541 | $1,855,659 | -4,700 | -10.62% | $46.93 | 13F |
| TATT | TAT Technologies Ltd | 0.01% | 42,690 | $1,682,725 | -7,798 | -15.45% | $39.42 | 13F |
| TBLA | Taboola.com Ltd | 0.01% | 524,429 | $1,625,730 | -155,806 | -22.9% | $3.1 | 13F |
| MOGA | Moog Inc | 0.00942% | 4,149 | $1,214,163 | -1,531 | -26.95% | $292.64 | 13F |
| VLN | Valens Semiconductor Ltd | 0.00919% | 1,048,488 | $1,184,791 | -116,268 | -9.98% | $1.13 | 13F |
| LECO | Lincoln Electric Holdings Inc | 0.00891% | 4,610 | $1,148,259 | -314 | -6.38% | $249.08 | 13F |
| KALU | Kaiser Aluminum Corp | 0.00880% | 9,412 | $1,134,240 | -5,465 | -36.73% | $120.51 | 13F |
| CRM | Salesforce Inc | 0.00878% | 6,062 | $1,131,594 | -44,880 | -88.1% | $186.67 | 13F |
| ALGN | Align Technology Inc | 0.00846% | 6,361 | $1,090,466 | -2,777 | -30.39% | $171.43 | 13F |
| AME | AMETEK Inc | 0.00844% | 5,076 | $1,088,091 | -1,338 | -20.86% | $214.36 | 13F |
| GE | GE Aerospace | 0.00820% | 3,723 | $1,056,476 | -124 | -3.22% | $283.77 | 13F |
| PINS | Pinterest Inc | 0.00513% | 36,028 | $660,754 | -1,893,507 | -98.13% | $18.34 | 13F |
| ATI | ATI Inc | 0.00077% | 679 | $98,767 | -210 | -23.62% | $145.46 | 13F |
| CRS | Carpenter Technology Corp | 0.00077% | 253 | $99,720 | -51 | -16.78% | $394.15 | 13F |
| IWF | iShares Russell 1000 Growth ETF | 0.00072% | 216 | $92,260 | -1,003 | -82.28% | $427.13 | 13F |
| JBL | Jabil Inc | 0.00069% | 337 | $89,517 | -6 | -1.75% | $265.63 | 13F |
| KMT | Kennametal Inc | 0.00069% | 2,458 | $88,808 | -752 | -23.43% | $36.13 | 13F |
| VUG | Vanguard Growth ETF | 0.00031% | 93 | $40,495 | -35 | -27.34% | $435.43 | 13F |
| SPY | State Street SPDR S&P 500 ETF Trust | 0.00014% | 28 | $17,910 | -40 | -58.82% | $639.64 | 13F |
| IWB | iShares Russell 1000 ETF | $125 | -38 | Exited | 13F |