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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TESLA INC | $429.8M | 1156020 | 13.70% |
| 2 | ALPHABET INC | $356.1M | 1238189 | 11.35% |
| 3 | META PLATFORMS INC | $324.4M | 566975 | 10.34% |
| 4 | AMAZON COM INC | $307.8M | 1478015 | 9.81% |
| 5 | ARM HOLDINGS PLC | $241.8M | 1598537 | 7.71% |
| 6 | NVIDIA CORPORATION | $224.1M | 1284712 | 7.14% |
| 7 | ASML HLDG NV | $197.6M | 149613 | 6.30% |
| 8 | MICROSOFT CORP | $163.8M | 442511 | 5.22% |
| 9 | BLOCK INC | $151.1M | 2510006 | 4.81% |
| 10 | PALANTIR TECHNOLOGIES INC | $143.1M | 977953 | 4.56% |
| 11 | INTUITIVE SURGICAL INC | $129.0M | 279907 | 4.11% |
| 12 | SPOTIFY TECHNOLOGY S A | $114.8M | 236657 | 3.66% |
| 13 | AXON ENTERPRISE INC | $93.8M | 220956 | 2.99% |
| 14 | VISA INC | $64.9M | 214649 | 2.07% |
| 15 | COSTCO WHOLESALE CORPORATION | $62.9M | 63106 | 2.00% |
| 16 | MASTERCARD INCORPORATED | $55.9M | 111915 | 1.78% |
| 17 | INTUIT | $39.0M | 90106 | 1.24% |
| 18 | SERVICENOW INC | $38.0M | 363066 | 1.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.