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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NETFLIX INC. | $47.8M | 496791 | 7.44% |
| 2 | NU HLDGS LTD | $44.4M | 3092081 | 6.92% |
| 3 | APPLE INC | $37.3M | 147004 | 5.81% |
| 4 | APPLIED MATLS INC | $34.7M | 101510 | 5.41% |
| 5 | WESTERN DIGITAL CORP | $34.2M | 126583 | 5.34% |
| 6 | SANDISK CORP | $33.1M | 52132 | 5.16% |
| 7 | NVIDIA CORPORATION | $31.8M | 182561 | 4.96% |
| 8 | ASML HLDG NV | $27.9M | 21098 | 4.34% |
| 9 | TERADYNE INC | $27.7M | 93536 | 4.32% |
| 10 | TOWER SEMICONDUCTOR LTD | $26.6M | 151666 | 4.15% |
| 11 | PALO ALTO NETWORKS INC | $25.7M | 160554 | 4.01% |
| 12 | COMPASS INC | $24.8M | 3386522 | 3.86% |
| 13 | SPOTIFY TECHNOLOGY S A | $23.2M | 47758 | 3.61% |
| 14 | LUMENTUM HLDGS INC | $22.5M | 32078 | 3.51% |
| 15 | META PLATFORMS INC | $22.5M | 39285 | 3.50% |
| 16 | COHERENT CORP | $22.4M | 94063 | 3.49% |
| 17 | SENTINELONE INC | $21.3M | 1655332 | 3.32% |
| 18 | ONTO INNOVATION INC | $20.9M | 101732 | 3.25% |
| 19 | MARVELL TECHNOLOGY INCCALL | $19.8M | 200000 | 3.09% |
| 20 | BROADCOM INC | $19.2M | 61884 | 2.98% |
| 21 | LIVE NATION ENTERTAINMENT IN | $18.3M | 120218 | 2.86% |
| 22 | MIRION TECHNOLOGIES INC | $18.2M | 977138 | 2.83% |
| 23 | TWILIO INC | $14.8M | 118027 | 2.31% |
| 24 | MERCADOLIBRE INC | $14.8M | 8559 | 2.31% |
| 25 | NETSKOPE INC | $7.7M | 909091 | 1.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.