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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $3.06B | 10,631,402 | 13.38% |
| 2 | NVIDIA CORPORATION | $2.09B | 12,011,752 | 9.17% |
| 3 | AMAZON COM INC | $2.08B | 10,000,000 | 9.12% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $1.88B | 5,565,074 | 8.23% |
| 5 | META PLATFORMS INC | $1.77B | 3,086,864 | 7.73% |
| 6 | SEA LTD | $1.28B | 15,415,835 | 5.59% |
| 7 | BROADCOM INC | $1.11B | 3,584,814 | 4.86% |
| 8 | MICROSOFT CORP | $925.4M | 2,500,000 | 4.05% |
| 9 | GE VERNOVA INC | $849.3M | 972,994 | 3.72% |
| 10 | LAM RESEARCH CORP | $833.4M | 3,900,439 | 3.65% |
| 11 | SPOTIFY TECHNOLOGY S A | $766.5M | 1,580,761 | 3.36% |
| 12 | COUPANG INC | $653.2M | 34,595,407 | 2.86% |
| 13 | APPLIED MATLS INC | $566.3M | 1,656,900 | 2.48% |
| 14 | CORPAY INC | $509.9M | 1,752,146 | 2.23% |
| 15 | APPLOVIN CORP | $398.0M | 1,000,000 | 1.74% |
| 16 | TAKE-TWO INTERACTIVE SOFTWAR | $395.0M | 2,000,000 | 1.73% |
| 17 | APOLLO GLOBAL MGMT INC | $366.9M | 3,293,334 | 1.61% |
| 18 | REDDIT INC | $336.6M | 2,500,000 | 1.47% |
| 19 | ZILLOW GROUP INC | $304.9M | 7,368,957 | 1.33% |
| 20 | BLOCK INC | $240.7M | 4,000,000 | 1.05% |
| 21 | NETFLIX INC. | $234.5M | 2,439,000 | 1.03% |
| 22 | MERCADOLIBRE INC | $233.4M | 135,006 | 1.02% |
| 23 | LIBERTY MEDIA CORP DEL | $228.0M | 2,682,000 | 1.00% |
| 24 | ZSCALER INC | $221.6M | 1,579,766 | 0.97% |
| 25 | CHIME FINL INC | $207.6M | 11,081,780 | 0.91% |
| 26 | NU HLDGS LTD | $158.5M | 11,032,555 | 0.69% |
| 27 | SERVICENOW INC | $156.8M | 1,500,000 | 0.69% |
| 28 | WEALTHFRONT CORP | $140.2M | 15,156,877 | 0.61% |
| 29 | PROCORE TECHNOLOGIES INC | $133.4M | 2,339,500 | 0.58% |
| 30 | LUMENTUM HLDGS INC | $96.1M | 136,800 | 0.42% |
| 31 | UNITEDHEALTH GROUP INC | $94.8M | 350,445 | 0.42% |
| 32 | EQUIPMENTSHARE COM INC | $93.3M | 4,579,646 | 0.41% |
| 33 | SHERWIN WILLIAMS CO | $82.4M | 257,083 | 0.36% |
| 34 | INTEL CORP | $72.3M | 1,638,700 | 0.32% |
| 35 | COSTAR GROUP INC | $60.5M | 1,500,000 | 0.26% |
| 36 | ATRENEW INC | $46.1M | 9,831,218 | 0.20% |
| 37 | ZILLOW GROUP INC | $42.4M | 1,023,733 | 0.19% |
| 38 | WEBULL CORP | $32.3M | 6,724,137 | 0.14% |
| 39 | PONY AI INC | $27.4M | 2,900,000 | 0.12% |
| 40 | UBER TECHNOLOGIES INC | $10.9M | 151,178 | 0.05% |
| 41 | ROBINHOOD VENTURES FD I | $10.6M | 400,000 | 0.05% |
| 42 | JD.COM INC | $10.2M | 344,309 | 0.04% |
| 43 | PAYPAY CORP | $8.5M | 400,000 | 0.04% |
| 44 | FIGURE TECHNOLOGY SOLUTIO | $6.8M | 200,000 | 0.03% |
| 45 | NETSKOPE INC | $4.2M | 500,000 | 0.02% |
| 46 | XANADU QUANTUM TECHNOLO LTD | $3.8M | 500,000 | 0.02% |
| 47 | DOORDASH INC | $3.8M | 25,337 | 0.02% |
| 48 | BULLISH | $3.6M | 100,000 | 0.02% |
| 49 | ETORO GROUP LTD | $2.4M | 80,000 | 0.01% |
| 50 | KLARNA GROUP PLC | $2.3M | 175,000 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.