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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp | $39.3M | 225124 | 8.15% |
| 2 | Amazon.com Inc. | $39.0M | 187210 | 8.09% |
| 3 | Meta Platforms, Inc. | $32.2M | 56283 | 6.68% |
| 4 | Microsoft Corporation | $31.3M | 84601 | 6.50% |
| 5 | Mastercard Inc. | $31.2M | 62467 | 6.48% |
| 6 | ServiceNow, Inc. | $21.9M | 209253 | 4.54% |
| 7 | Netflix Inc | $20.1M | 208997 | 4.17% |
| 8 | Intuitive Surgical, Inc. | $18.9M | 40895 | 3.91% |
| 9 | Eli Lilly & Co. | $18.5M | 20152 | 3.85% |
| 10 | Alphabet Inc. Class C | $16.6M | 58009 | 3.45% |
| 11 | Advanced Micro Devices | $15.9M | 77964 | 3.29% |
| 12 | Shopify Inc. | $15.5M | 130679 | 3.22% |
| 13 | Howmet Aerospace Inc. | $14.6M | 63139 | 3.02% |
| 14 | CrowdStrike Holdings, Inc. | $14.3M | 36693 | 2.97% |
| 15 | MercadoLibre, Inc. | $13.6M | 7888 | 2.83% |
| 16 | Arista Networks | $12.8M | 103932 | 2.65% |
| 17 | Palo Alto Networks, Inc. | $11.4M | 71203 | 2.37% |
| 18 | Cadence Design Systems, Inc. | $11.3M | 40636 | 2.34% |
| 19 | Uber Technologies Inc. | $11.0M | 153189 | 2.29% |
| 20 | Robinhood Markets, Inc. | $10.0M | 144186 | 2.07% |
| 21 | Palantir Technologies Inc. | $9.5M | 64773 | 1.97% |
| 22 | Axon Enterprise, Inc. | $7.6M | 17806 | 1.57% |
| 23 | Amphenol Corp. | $7.4M | 58253 | 1.53% |
| 24 | Oracle Corporation | $7.1M | 48081 | 1.47% |
| 25 | DexCom, Inc. | $6.6M | 105626 | 1.38% |
| 26 | Intuit Inc. | $6.6M | 15249 | 1.37% |
| 27 | Vertiv Holdings Co. | $6.4M | 25664 | 1.33% |
| 28 | Insulet Corp | $5.9M | 28331 | 1.23% |
| 29 | Broadcom Limited | $5.3M | 17104 | 1.10% |
| 30 | Coinbase Global, Inc. | $5.1M | 28949 | 1.05% |
| 31 | Credo Technology Group Holding | $5.0M | 53344 | 1.04% |
| 32 | Johnson Controls, Inc. | $5.0M | 38139 | 1.04% |
| 33 | Apple Inc. | $2.4M | 9326 | 0.49% |
| 34 | VISA Inc. | $1.6M | 5343 | 0.34% |
| 35 | Schwab Value Advantage Money I | $521K | 520852 | 0.11% |
| 36 | Alphabet Inc. Class A | $231K | 802 | 0.05% |
| 37 | Procter & Gamble Co. | $217K | 1500 | 0.05% |
| 38 | GE Vernova Inc. | $207K | 237 | 0.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.