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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | $164.6M | 1125000 | 24.57% |
| 2 | ACUITY INC | $96.4M | 344100 | 14.40% |
| 3 | AURORA INNOVATION INC | $42.8M | 10385096 | 6.39% |
| 4 | SCHWAB CHARLES CORP | $35.7M | 380215 | 5.34% |
| 5 | AFFIRM HLDGS INC | $33.1M | 721382 | 4.94% |
| 6 | MASTERCARD INCORPORATED | $32.8M | 65553 | 4.89% |
| 7 | MICROSOFT CORP | $32.7M | 88383 | 4.88% |
| 8 | BERKSHIRE HATHAWAY INC DEL | $29.4M | 41 | 4.40% |
| 9 | ISHARES BITCOIN TRUST ETF | $25.7M | 670200 | 3.84% |
| 10 | ALPHABET INC | $24.5M | 85440 | 3.66% |
| 11 | ALPHABET INC | $24.0M | 83380 | 3.58% |
| 12 | CLEAR SECURE INC | $17.8M | 367965 | 2.66% |
| 13 | EXXON MOBIL CORP | $15.3M | 89900 | 2.28% |
| 14 | WORKDAY INC | $14.6M | 111992 | 2.17% |
| 15 | JOBY AVIATION INC | $12.9M | 1557888 | 1.92% |
| 16 | IAC INC | $12.8M | 319477 | 1.91% |
| 17 | COCA COLA CO | $7.5M | 99054 | 1.12% |
| 18 | GE VERNOVA INC | $7.3M | 8387 | 1.09% |
| 19 | COUPANG INC | $6.1M | 325000 | 0.92% |
| 20 | AMAZON COM INC | $5.1M | 24420 | 0.76% |
| 21 | META PLATFORMS INC | $3.9M | 6782 | 0.58% |
| 22 | UNITEDHEALTH GROUP INC | $3.7M | 13633 | 0.55% |
| 23 | VISA INC | $3.5M | 11668 | 0.53% |
| 24 | TEMPUS AI INC | $3.5M | 76621 | 0.52% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $3.3M | 6906 | 0.49% |
| 26 | TRANSDIGM GROUP INC | $3.2M | 2764 | 0.48% |
| 27 | PARAMOUNT SKYDANCE CORP | $1.6M | 181047 | 0.24% |
| 28 | ANGI INC | $1.1M | 167756 | 0.17% |
| 29 | SAMSARA INC | $1.1M | 36020 | 0.17% |
| 30 | 1STDIBS COM INC | $973K | 176826 | 0.15% |
| 31 | ASTERA LABS INC | $671K | 6122 | 0.10% |
| 32 | RECURSION PHARMACEUTICALS IN | $668K | 217657 | 0.10% |
| 33 | BLEND LABS INC | $586K | 344761 | 0.09% |
| 34 | FIGMA INC | $414K | 19596 | 0.06% |
| 35 | GINKGO BIOWORKS HOLDINGS INC | $380K | 61951 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.