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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Tesla Inc | $1.05B | 2831329 | 8.18% |
| 2 | Advanced Micro Devices Inc | $551.9M | 2712854 | 4.29% |
| 3 | CRISPR Therapeutics AG | $538.2M | 11313623 | 4.19% |
| 4 | Shopify Inc | $495.6M | 4177652 | 3.85% |
| 5 | Palantir Technologies Inc | $454.9M | 3109881 | 3.54% |
| 6 | Tempus AI Inc | $434.5M | 9607745 | 3.38% |
| 7 | Circle Internet Group Inc | $430.3M | 4509482 | 3.35% |
| 8 | Robinhood Markets Inc | $416.0M | 6003061 | 3.24% |
| 9 | Coinbase Global Inc | $414.3M | 2372884 | 3.22% |
| 10 | Teradyne Inc | $369.1M | 1245122 | 2.87% |
| 11 | Roku Inc | $361.5M | 3820405 | 2.81% |
| 12 | ROBLOX Corp | $333.5M | 5896106 | 2.59% |
| 13 | Twist Bioscience Corp | $301.4M | 6342733 | 2.34% |
| 14 | Beam Therapeutics Inc | $289.1M | 12133433 | 2.25% |
| 15 | Amazon.com Inc | $282.3M | 1355283 | 2.19% |
| 16 | 10X Genomics Inc | $248.8M | 11717317 | 1.93% |
| 17 | Kratos Defense & Security Solutions Inc. | $246.2M | 3491194 | 1.91% |
| 18 | Bullish | $234.5M | 6562039 | 1.82% |
| 19 | Deere & Co | $224.8M | 399074 | 1.75% |
| 20 | Taiwan Semiconductor Manufacturing Company Ltd | $212.1M | 627704 | 1.65% |
| 21 | Alphabet Inc | $206.7M | 720414 | 1.61% |
| 22 | CoreWeave Inc | $196.6M | 2538125 | 1.53% |
| 23 | Archer Aviation Inc | $193.6M | 37437062 | 1.51% |
| 24 | BitMine Immersion Technologies | $191.8M | 9699165 | 1.49% |
| 25 | Block Inc | $186.2M | 3093936 | 1.45% |
| 26 | Intellia Therapeutics Inc | $186.0M | 14509247 | 1.45% |
| 27 | NVIDIA Corp | $180.6M | 1035426 | 1.40% |
| 28 | ARK 21Shares Bitcoin ETF | $150.6M | 6698206 | 1.17% |
| 29 | Rocket Lab Corp | $144.1M | 2243656 | 1.12% |
| 30 | Illumina Inc | $139.2M | 1129459 | 1.08% |
| 31 | Natera Inc | $136.8M | 684255 | 1.06% |
| 32 | L3Harris Technologies Inc | $134.5M | 389694 | 1.05% |
| 33 | BWX Technologies Inc | $127.3M | 622546 | 0.99% |
| 34 | Broadcom Inc | $126.2M | 407803 | 0.98% |
| 35 | Baidu Inc | $124.8M | 1120331 | 0.97% |
| 36 | Recursion Pharmaceuticals Inc | $123.5M | 40212769 | 0.96% |
| 37 | AeroVironment Inc | $102.4M | 559254 | 0.80% |
| 38 | Veracyte Inc | $98.4M | 3053818 | 0.76% |
| 39 | Alibaba Group Holding Ltd | $98.3M | 783171 | 0.76% |
| 40 | Meta Platforms Inc | $88.1M | 153996 | 0.69% |
| 41 | GeneDx Holdings Corp | $85.1M | 1324583 | 0.66% |
| 42 | Trimble Inc | $81.4M | 1247925 | 0.63% |
| 43 | Figma Inc | $71.7M | 3392869 | 0.56% |
| 44 | SoFi Technologies Inc | $60.9M | 3836003 | 0.47% |
| 45 | DoorDash Inc | $52.0M | 346147 | 0.40% |
| 46 | Elbit Systems Ltd | $51.2M | 60281 | 0.40% |
| 47 | Joby Aviation Inc | $51.0M | 6173944 | 0.40% |
| 48 | Personalis Inc | $50.6M | 7944112 | 0.39% |
| 49 | Intuitive Machines Inc | $49.3M | 2656531 | 0.38% |
| 50 | Toast Inc | $48.0M | 1810754 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.