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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $76.1M | 436096 | 11.72% |
| 2 | TESLA INC | $67.7M | 182080 | 10.43% |
| 3 | ALPHABET INC | $29.0M | 100947 | 4.47% |
| 4 | ORACLE CORP | $25.3M | 172106 | 3.90% |
| 5 | ALPHABET INC | $24.0M | 83651 | 3.70% |
| 6 | CME GROUP INC | $22.2M | 75000 | 3.41% |
| 7 | PALANTIR TECHNOLOGIES INC | $22.1M | 150981 | 3.40% |
| 8 | STATE STR SPDR S&P 500 ETF T | $17.8M | 27381 | 2.74% |
| 9 | ISHARES TR | $15.6M | 196300 | 2.41% |
| 10 | BROADCOM INC | $13.8M | 44649 | 2.13% |
| 11 | SHOPIFY INC | $11.1M | 93425 | 1.71% |
| 12 | SELECT SECTOR SPDR TR | $11.0M | 179700 | 1.70% |
| 13 | ROBINHOOD MKTS INC | $10.8M | 156346 | 1.67% |
| 14 | AMAZON COM INC | $10.7M | 51539 | 1.65% |
| 15 | COINBASE GLOBAL INC | $9.4M | 54041 | 1.45% |
| 16 | ELI LILLY & CO | $9.3M | 10162 | 1.44% |
| 17 | APPLOVIN CORP | $8.6M | 21515 | 1.32% |
| 18 | ALIBABA GROUP HLDG LTD | $8.6M | 68200 | 1.32% |
| 19 | APPLE INC | $8.0M | 31458 | 1.23% |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | $7.9M | 23417 | 1.22% |
| 21 | SANDISK CORP | $7.8M | 12245 | 1.20% |
| 22 | SALESFORCE INC | $7.5M | 40413 | 1.16% |
| 23 | NOVO-NORDISK A S | $7.0M | 191736 | 1.09% |
| 24 | JPMORGAN CHASE & CO | $6.8M | 23275 | 1.05% |
| 25 | SELECT SECTOR SPDR TR | $6.8M | 138500 | 1.05% |
| 26 | ISHARES TR | $6.7M | 186100 | 1.03% |
| 27 | NETFLIX INC. | $5.9M | 61437 | 0.91% |
| 28 | HIMS & HERS HEALTH INC | $5.6M | 267973 | 0.86% |
| 29 | SERVICENOW INC | $5.4M | 51795 | 0.83% |
| 30 | INVESCO QQQ TR | $5.3M | 9120 | 0.81% |
| 31 | SPOTIFY TECHNOLOGY S A | $5.1M | 10513 | 0.79% |
| 32 | ISHARES INC | $5.0M | 40400 | 0.77% |
| 33 | WELLS FARGO & CO | $4.9M | 61340 | 0.75% |
| 34 | DELTA AIR LINES INC | $4.5M | 67242 | 0.69% |
| 35 | GOLDMAN SACHS GROUP INC | $4.4M | 5189 | 0.68% |
| 36 | ISHARES ETHEREUM TR | $4.0M | 253700 | 0.62% |
| 37 | SOFI TECHNOLOGIES INC | $3.4M | 212387 | 0.52% |
| 38 | VALERO ENERGY CORP | $2.9M | 11864 | 0.45% |
| 39 | BOEING CO | $2.8M | 14051 | 0.43% |
| 40 | EXXON MOBIL CORP | $2.5M | 14841 | 0.39% |
| 41 | ISHARES TR | $2.5M | 10000 | 0.38% |
| 42 | ARK ETF TR | $2.5M | 36300 | 0.38% |
| 43 | OCCIDENTAL PETE CORP | $2.4M | 36987 | 0.37% |
| 44 | SNOWFLAKE INC | $2.4M | 15842 | 0.37% |
| 45 | MASTERCARD INCORPORATED | $2.3M | 4575 | 0.35% |
| 46 | ISHARES SILVER TR | $2.2M | 32586 | 0.34% |
| 47 | WELLTOWER INC | $2.2M | 11119 | 0.34% |
| 48 | EQUINIX INC | $2.1M | 2131 | 0.32% |
| 49 | PROSHARES TR II | $2.1M | 17400 | 0.32% |
| 50 | CONSTELLATION ENERGY CORP | $2.0M | 7023 | 0.30% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.