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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TESLA INC | $50.3M | 135227 | 3.82% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | $41.3M | 122169 | 3.14% |
| 3 | ADVANCED MICRO DEVICES INC | $33.9M | 166838 | 2.58% |
| 4 | MICROSOFT CORP | $28.9M | 78185 | 2.20% |
| 5 | ALPHABET INC | $25.7M | 89516 | 1.95% |
| 6 | TERADYNE INC | $24.7M | 83423 | 1.88% |
| 7 | AMAZON COM INC | $24.2M | 116217 | 1.84% |
| 8 | PALANTIR TECHNOLOGIES INC | $24.1M | 164866 | 1.83% |
| 9 | DEERE & CO | $23.1M | 41054 | 1.76% |
| 10 | SHOPIFY INC COM | $22.0M | 185793 | 1.67% |
| 11 | APPLE INC | $21.9M | 86194 | 1.66% |
| 12 | JPMORGAN CHASE & CO | $21.4M | 72637 | 1.62% |
| 13 | CRISPR THERAPEUTICS AG | $19.1M | 400877 | 1.45% |
| 14 | ROBLOX CORP | $17.8M | 315560 | 1.36% |
| 15 | JOHNSON & JOHNSON | $17.6M | 71968 | 1.34% |
| 16 | MERCK & CO INC | $17.3M | 143523 | 1.31% |
| 17 | TEMPUS AI INC | $15.2M | 336523 | 1.16% |
| 18 | META PLATFORMS INC | $14.2M | 24815 | 1.08% |
| 19 | KRATOS DEFENSE & SEC SOLUTIO | $14.1M | 199951 | 1.07% |
| 20 | BROADCOM INC | $13.8M | 44576 | 1.05% |
| 21 | COREWEAVE INC | $13.8M | 177719 | 1.05% |
| 22 | ALPHABET INC | $13.7M | 47813 | 1.04% |
| 23 | PEPSICO INC | $13.7M | 88072 | 1.04% |
| 24 | TWIST BIOSCIENCE CORP | $13.5M | 284589 | 1.03% |
| 25 | NVIDIA CORPORATION | $13.4M | 76878 | 1.02% |
| 26 | ROBINHOOD MKTS INC | $13.4M | 192950 | 1.02% |
| 27 | CISCO SYS INC | $12.7M | 163071 | 0.96% |
| 28 | CLOUDFLARE INC | $11.8M | 57212 | 0.90% |
| 29 | BEAM THERAPEUTICS INC | $11.6M | 488417 | 0.88% |
| 30 | 10X GENOMICS INC | $11.5M | 542757 | 0.87% |
| 31 | CIRCLE INTERNET GROUP INC | $11.4M | 119377 | 0.86% |
| 32 | COINBASE GLOBAL INC | $11.2M | 64245 | 0.85% |
| 33 | ROKU INC | $10.9M | 114890 | 0.83% |
| 34 | VISA INC | $10.9M | 35935 | 0.82% |
| 35 | LOCKHEED MARTIN CORP | $10.3M | 17111 | 0.79% |
| 36 | AMERICAN EXPRESS CO | $9.9M | 32837 | 0.75% |
| 37 | MCDONALDS CORP | $9.9M | 31860 | 0.75% |
| 38 | DISNEY WALT CO | $9.7M | 100900 | 0.74% |
| 39 | NXP SEMICONDUCTORS N V | $9.6M | 48812 | 0.73% |
| 40 | MONDELEZ INTL INC | $9.5M | 164072 | 0.72% |
| 41 | INTELLIA THERAPEUTICS INC | $9.3M | 724286 | 0.71% |
| 42 | STRYKER CORPORATION | $9.3M | 28194 | 0.70% |
| 43 | GENERAL DYNAMICS CORP | $9.2M | 26810 | 0.70% |
| 44 | UNITED PARCEL SERVICE INC | $9.1M | 92243 | 0.69% |
| 45 | METLIFE INC | $9.0M | 126699 | 0.68% |
| 46 | HONEYWELL INTL INC COM | $9.0M | 39615 | 0.68% |
| 47 | ARCHER AVIATION INC | $8.9M | 1718144 | 0.67% |
| 48 | GOLDMAN SACHS GROUP INC | $8.7M | 10300 | 0.66% |
| 49 | EATON CORP PLC | $8.7M | 24349 | 0.66% |
| 50 | CROWDSTRIKE HLDGS INC | $8.7M | 22259 | 0.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.