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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | $19.4M | 111190 | 7.84% |
| 2 | META PLATFORMS INC CLASS A | $16.0M | 27988 | 6.47% |
| 3 | UBIQUITI INC | $13.4M | 16925 | 5.40% |
| 4 | ARISTA NETWORKS INC | $12.4M | 101192 | 5.02% |
| 5 | PALANTIR TECHNOLOGIES INC A | $12.2M | 83203 | 4.92% |
| 6 | INTERACTIVE BROKERS GRO CL A | $11.2M | 166843 | 4.52% |
| 7 | ALPHABET INC CL A | $9.0M | 31379 | 3.65% |
| 8 | TESLA INC | $8.9M | 23903 | 3.59% |
| 9 | RESMED INC | $8.5M | 38046 | 3.45% |
| 10 | APPLOVIN CORP CLASS A | $8.1M | 20445 | 3.29% |
| 11 | NATERA INC | $8.0M | 40033 | 3.24% |
| 12 | DOORDASH INC A | $8.0M | 53120 | 3.22% |
| 13 | ORACLE CORP | $8.0M | 54178 | 3.22% |
| 14 | ROCKET LABCORP | $7.6M | 118539 | 3.08% |
| 15 | EXELIXIS INC | $7.4M | 171479 | 2.97% |
| 16 | GLOBUS MEDICAL INC A | $7.2M | 83678 | 2.91% |
| 17 | VEEVA SYSTEMS INC CLASS A | $7.1M | 40574 | 2.88% |
| 18 | ROBINHOODMARKETS INC A | $6.9M | 99412 | 2.78% |
| 19 | AXON ENTERPRISE INC | $6.8M | 16049 | 2.75% |
| 20 | MEDPACE HOLDINGS INC | $6.8M | 14130 | 2.74% |
| 21 | TOAST INCCLASS A | $6.3M | 238280 | 2.55% |
| 22 | ZSCALER INC | $6.2M | 44102 | 2.50% |
| 23 | MONGODB INC | $5.6M | 22881 | 2.26% |
| 24 | REDDIT INCCL A | $5.5M | 41206 | 2.24% |
| 25 | PEGASYSTEMS INC | $5.4M | 125843 | 2.16% |
| 26 | ROKU INC | $5.3M | 56514 | 2.16% |
| 27 | COINBASE GLOBAL INC CLASS A | $5.3M | 30073 | 2.12% |
| 28 | TRADE DESKINC/THE CLASS A | $5.1M | 224999 | 2.06% |
| 29 | AFFIRM HOLDINGS INC | $5.0M | 109917 | 2.03% |
| 30 | UIPATH INCCLASS A | $4.8M | 434882 | 1.95% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.