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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | 7.37% | 3,365,787 | $368,890,255 | 1,754,593 | 108.9% | $109.6 | 13F |
| U | UNITY SOFTWARE INC | 5.43% | 12,385,322 | $271,733,965 | 5,759,883 | 86.94% | $21.94 | 13F |
| MU | MICRON TECHNOLOGY INC | 5.14% | 760,426 | $256,902,320 | 21,510 | 2.91% | $337.84 | 13F |
| AMZN | AMAZON COM INC | 3.97% | 953,560 | $198,597,941 | 265,761 | 38.64% | $208.27 | 13F |
| GOOGL | ALPHABET INC | 3.19% | 555,023 | $159,602,414 | 40,684 | 7.91% | $287.56 | 13F |
| SATS | ECHOSTAR CORP | 2.34% | 1,000,346 | $117,110,506 | 99,262 | 11.02% | $117.07 | 13F |
| TWLO | TWILIO INC | 2.32% | 921,602 | $115,955,964 | 204,656 | 28.55% | $125.82 | 13F |
| W | WAYFAIR INC | 2.15% | 1,430,997 | $107,625,284 | 560,133 | 64.32% | $75.21 | 13F |
| RKT | ROCKET COS INC | 1.74% | 6,114,947 | $87,137,995 | 2,512,384 | 69.74% | $14.25 | 13F |
| RBLX | ROBLOX CORP | 1.56% | 1,383,703 | $78,262,242 | 994,132 | 255.19% | $56.56 | 13F |
| TSLA | TESLA INC | 1.49% | 200,795 | $74,645,541 | 14,760 | 7.93% | $371.75 | 13F |
| CRWV | COREWEAVE INC | 1.26% | 810,535 | $62,792,146 | 204,425 | 33.73% | $77.47 | 13F |
| RL | RALPH LAUREN CORP | 0.89% | 128,837 | $44,318,640 | 1,275 | 1% | $343.99 | 13F |
| CHYM | CHIME FINL INC | 0.61% | 1,622,734 | $30,393,808 | 118,946 | 7.91% | $18.73 | 13F |
| INTC | INTEL CORP | 0.58% | 653,792 | $28,851,841 | 169,862 | 35.1% | $44.13 | 13F |
| FROG | JFROG LTD | 0.52% | 554,987 | $26,045,540 | 150,711 | 37.28% | $46.93 | 13F |
| MA | MASTERCARD INCORPORATED | 0.5% | 49,604 | $24,785,135 | 3,646 | 7.93% | $499.66 | 13F |
| AMBQ | AMBIQ MICRO INC | 0.44% | 862,175 | $21,907,867 | 165,755 | 23.8% | $25.41 | 13F |
| ROG | ROGERS CORP | 0.4% | 186,085 | $19,972,503 | 14,165 | 8.24% | $107.33 | 13F |
| WRBY | WARBY PARKER INC | 0.29% | 686,995 | $14,474,985 | 293,910 | 74.77% | $21.07 | 13F |
| TBLA | TABOOLA.COM LTD | 0.05% | 820,797 | $2,544,471 | 82,587 | 11.19% | $3.1 | 13F |