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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | HINGE HEALTH INC | $361.5M | 9375164 | 25.37% |
| 2 | EQUIPMENTSHARE COM INC | $275.5M | 13526731 | 19.34% |
| 3 | UDEMY INC | $175.7M | 38032260 | 12.33% |
| 4 | NVIDIA CORPORATION | $116.8M | 669950 | 8.20% |
| 5 | ALPHABET INC | $82.7M | 287450 | 5.80% |
| 6 | AMAZON COM INC | $80.9M | 388375 | 5.68% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | $77.4M | 229115 | 5.44% |
| 8 | META PLATFORMS INC | $60.0M | 104955 | 4.21% |
| 9 | MICROSOFT CORP | $25.6M | 69275 | 1.80% |
| 10 | STUBHUB HLDGS INC | $21.4M | 3437380 | 1.51% |
| 11 | BROADCOM INC | $19.1M | 61760 | 1.34% |
| 12 | THE REAL BROKERAGE INC | $17.4M | 6968725 | 1.22% |
| 13 | SPOTIFY TECHNOLOGY SA | $15.2M | 31400 | 1.07% |
| 14 | APPLIED MATERIAL INC | $12.8M | 37355 | 0.90% |
| 15 | SHOPIFY INC | $11.2M | 94660 | 0.79% |
| 16 | BLOOM ENERGY CORP | $11.1M | 82030 | 0.78% |
| 17 | KYVERNA THERAPEUTICS INC | $8.5M | 989054 | 0.60% |
| 18 | CONSTELLATION ENERGY CORP | $7.1M | 25475 | 0.50% |
| 19 | AXON ENTERPRISE INC | $6.8M | 15980 | 0.48% |
| 20 | CLOUDFLARE INC | $6.8M | 32800 | 0.48% |
| 21 | INTEL CORP | $5.5M | 125205 | 0.39% |
| 22 | PALO ALTO NETWORKS | $5.0M | 31030 | 0.35% |
| 23 | MACOM TECH SOLUTIONS HLDGS I | $4.8M | 21590 | 0.34% |
| 24 | TEXAS INSTRUMENTS | $4.4M | 22570 | 0.31% |
| 25 | LUMENTUM HOLDINGS INC | $4.2M | 5970 | 0.29% |
| 26 | ADVANCED MICRO DEVICES | $3.9M | 19040 | 0.27% |
| 27 | ROBINHOOD MARKETS | $2.9M | 42035 | 0.20% |
| 28 | MICRON TECHNOLOGY INC | $223K | 660 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.