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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | $113.0M | 1570730 | 8.33% |
| 2 | AMAZON COM INC | $99.1M | 475772 | 7.31% |
| 3 | NVIDIA CORPORATION | $98.5M | 564608 | 7.26% |
| 4 | META PLATFORMS INC | $97.5M | 170406 | 7.19% |
| 5 | ROBLOX CORP | $91.1M | 1610316 | 6.72% |
| 6 | RIVIAN AUTOMOTIVE INC | $86.0M | 5711188 | 6.34% |
| 7 | SPOTIFY TECHNOLOGY S A | $82.1M | 169283 | 6.05% |
| 8 | ADVANCED MICRO DEVICES INC | $79.1M | 388715 | 5.83% |
| 9 | PALO ALTO NETWORKS INC | $74.2M | 463129 | 5.48% |
| 10 | DOORDASH INC | $68.0M | 452644 | 5.01% |
| 11 | LIBERTY MEDIA CORP DEL | $59.6M | 701564 | 4.40% |
| 12 | SYNOPSYS INC | $57.8M | 145700 | 4.26% |
| 13 | GUIDEWIRE SOFTWARE INC | $57.6M | 385359 | 4.25% |
| 14 | MERCADOLIBRE INC | $53.8M | 31109 | 3.97% |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | $51.1M | 151264 | 3.77% |
| 16 | ALPHABET INC | $45.6M | 158886 | 3.36% |
| 17 | ROCKET COS INC | $45.0M | 3159942 | 3.32% |
| 18 | BLOOM ENERGY CORP | $37.5M | 276593 | 2.76% |
| 19 | INTUIT | $30.3M | 70180 | 2.24% |
| 20 | ASML HLDG NV | $29.3M | 22149 | 2.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.