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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $529.1M | 3033700 | 16.03% |
| 2 | ALPHABET INC | $461.0M | 1603000 | 13.97% |
| 3 | MICROSOFT CORP | $282.4M | 762900 | 8.56% |
| 4 | AMAZON COM INC | $245.5M | 1178600 | 7.44% |
| 5 | BROADCOM INC | $245.3M | 792700 | 7.44% |
| 6 | DOORDASH INC | $239.3M | 1594000 | 7.25% |
| 7 | ASML HLDG NV | $181.2M | 137200 | 5.49% |
| 8 | SEA LTD | $147.0M | 1775000 | 4.45% |
| 9 | META PLATFORMS INC | $146.9M | 256800 | 4.45% |
| 10 | TESLA INC | $138.1M | 371600 | 4.19% |
| 11 | SERVICENOW INC | $118.7M | 1135000 | 3.60% |
| 12 | NETSKOPE INC | $93.0M | 10950921 | 2.82% |
| 13 | SNOWFLAKE INC | $80.7M | 535000 | 2.45% |
| 14 | CHIME FINL INC | $78.3M | 4181827 | 2.37% |
| 15 | SERVICETITAN INC | $78.0M | 1229285 | 2.36% |
| 16 | KLARNA GROUP PLC | $68.9M | 5266524 | 2.09% |
| 17 | CREDO TECHNOLOGY GROUP HOLDI | $62.3M | 664100 | 1.89% |
| 18 | ZILLOW GROUP INC | $52.3M | 1264900 | 1.59% |
| 19 | SANDISK CORP | $40.0M | 62900 | 1.21% |
| 20 | MAPLEBEAR INC | $10.5M | 280037 | 0.32% |
| 21 | FIGMA INC | $1.3M | 60000 | 0.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.