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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $114.1M | 308300 | 30.59% |
| 2 | DUTCH BROS INC | $71.9M | 1418394 | 19.26% |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | $64.2M | 190100 | 17.22% |
| 4 | AMAZON COM INC | $55.6M | 266800 | 14.89% |
| 5 | WIX COM LTD | $24.9M | 276335 | 6.67% |
| 6 | WALMART INC | $14.9M | 119850 | 3.99% |
| 7 | HUBBELL INC | $11.7M | 23900 | 3.14% |
| 8 | WERIDE INC | $6.4M | 787636 | 1.71% |
| 9 | SHARKNINJA INC | $5.1M | 48000 | 1.36% |
| 10 | AMPHENOL CORP | $4.3M | 34080 | 1.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.