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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | $232.1M | 686,796 | 12.78% |
| 2 | SPDR GOLD TR | $199.8M | 464,450 | 11.01% |
| 3 | MICROSOFT CORP | $189.9M | 513,065 | 10.46% |
| 4 | ALPHABET INC | $177.4M | 616,960 | 9.77% |
| 5 | UNION PAC CORP | $153.9M | 634,376 | 8.48% |
| 6 | AMAZON COM INC | $149.4M | 717,539 | 8.23% |
| 7 | BOOKING HOLDINGS INC | $147.1M | 34,928 | 8.10% |
| 8 | BROADCOM INC | $146.7M | 473,916 | 8.08% |
| 9 | NVIDIA CORPORATION | $129.7M | 743,791 | 7.14% |
| 10 | ISHARES BITCOIN TRUST ETF | $117.0M | 3,044,612 | 6.44% |
| 11 | META PLATFORMS INC | $111.3M | 194,554 | 6.13% |
| 12 | ZILLOW GROUP INC | $23.3M | 562,045 | 1.28% |
| 13 | GENERATE BIOMEDICINES INC | $13.9M | 1,111,100 | 0.76% |
| 14 | ZILLOW GROUP INC | $11.8M | 284,800 | 0.65% |
| 15 | FLUTTER ENTMT PLC | $8.2M | 80,341 | 0.45% |
| 16 | 10X GENOMICS INC | $3.6M | 170,000 | 0.20% |
| 17 | PURECYCLE TECHNOLOGIES INC | $550K | 714,285 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.