Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $1.63B | 9,336,039 | 28.57% |
| 2 | META PLATFORMS INC | $1.12B | 1,953,373 | 19.61% |
| 3 | UBER TECHNOLOGIES INC | $573.4M | 7,971,772 | 10.06% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | $461.5M | 1,365,675 | 8.10% |
| 5 | MICROSOFT CORP | $438.1M | 1,183,632 | 7.69% |
| 6 | AMAZON COM INC | $435.2M | 2,089,558 | 7.64% |
| 7 | COREWEAVE INC | $348.5M | 4,499,075 | 6.12% |
| 8 | SNOWFLAKE INC | $290.5M | 1,926,250 | 5.10% |
| 9 | ARM HOLDINGS PLC | $259.5M | 1,715,440 | 4.55% |
| 10 | AXON ENTERPRISE INC | $63.3M | 148,986 | 1.11% |
| 11 | ROBINHOOD MKTS INC | $62.3M | 899,691 | 1.09% |
| 12 | BROADCOM INC | $20.8M | 67,094 | 0.36% |
| 13 | GRAB HOLDINGS LIMITED | $263K | 3,502,000 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.