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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ZM | ZOOM COMMUNICATIONS INC | 2.11% | 1,315,605 | $105,761,486 | 1,315,605 | New | $80.39 | 13F |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2.05% | 1,091,233 | $102,434,042 | 1,091,233 | New | $93.87 | 13F |
| PANW | PALO ALTO NETWORKS INC | 1.8% | 561,797 | $90,067,295 | 561,797 | New | $160.32 | 13F |
| AKAM | AKAMAI TECHNOLOGIES INC | 1.57% | 682,837 | $78,423,829 | 682,837 | New | $114.85 | 13F |
| VST | VISTRA CORP | 1.57% | 523,788 | $78,741,050 | 523,788 | New | $150.33 | 13F |
| HUBS | HUBSPOT INC | 1.13% | 232,115 | $56,659,272 | 232,115 | New | $244.1 | 13F |
| RBLX | ROBLOX CORP (Call) | 1.13% | 1,000,000 | $56,560,000 | 1,000,000 | New | $56.56 | 13F |
| SNPS | SYNOPSYS INC | 1.09% | 136,925 | $54,288,024 | 136,925 | New | $396.48 | 13F |
| AVAV | AEROVIRONMENT INC | 0.59% | 161,675 | $29,594,609 | 161,675 | New | $183.05 | 13F |
| V | VISA INC | 0.43% | 71,641 | $21,652,776 | 71,641 | New | $302.24 | 13F |
| GFS | GLOBALFOUNDRIES INC | 0.42% | 474,593 | $21,109,897 | 474,593 | New | $44.48 | 13F |
| NOK | NOKIA CORP | 0.4% | 2,481,947 | $19,954,854 | 2,481,947 | New | $8.04 | 13F |
| VECO | VEECO INSTRS INC DEL | 0.16% | 233,923 | $7,920,633 | 233,923 | New | $33.86 | 13F |
| NBIS | NEBIUS GROUP N.V. | 0.13% | 63,068 | $6,543,936 | 63,068 | New | $103.76 | 13F |
| EQPT | EQUIPMENTSHARE COM INC | 0.09% | 213,431 | $4,347,589 | 213,431 | New | $20.37 | 13F |
| BTGO | BITGO HOLDINGS INC | 0.00479% | 29,106 | $239,542 | 29,106 | New | $8.23 | 13F |