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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Tesla Inc | $1.05B | 2,831,329 | 8.18% |
| 2 | Advanced Micro Devices Inc | $551.9M | 2,712,854 | 4.29% |
| 3 | CRISPR Therapeutics AG | $538.2M | 11,313,623 | 4.19% |
| 4 | Shopify Inc | $495.6M | 4,177,652 | 3.85% |
| 5 | Palantir Technologies Inc | $454.9M | 3,109,881 | 3.54% |
| 6 | Tempus AI Inc | $434.5M | 9,607,745 | 3.38% |
| 7 | Circle Internet Group Inc | $430.3M | 4,509,482 | 3.35% |
| 8 | Robinhood Markets Inc | $416.0M | 6,003,061 | 3.24% |
| 9 | Coinbase Global Inc | $414.3M | 2,372,884 | 3.22% |
| 10 | Teradyne Inc | $369.1M | 1,245,122 | 2.87% |
| 11 | Roku Inc | $361.5M | 3,820,405 | 2.81% |
| 12 | ROBLOX Corp | $333.5M | 5,896,106 | 2.59% |
| 13 | Twist Bioscience Corp | $301.4M | 6,342,733 | 2.34% |
| 14 | Beam Therapeutics Inc | $289.1M | 12,133,433 | 2.25% |
| 15 | Amazon.com Inc | $282.3M | 1,355,283 | 2.19% |
| 16 | 10X Genomics Inc | $248.8M | 11,717,317 | 1.93% |
| 17 | Kratos Defense & Security Solutions Inc. | $246.2M | 3,491,194 | 1.91% |
| 18 | Bullish | $234.5M | 6,562,039 | 1.82% |
| 19 | Deere & Co | $224.8M | 399,074 | 1.75% |
| 20 | Taiwan Semiconductor Manufacturing Company Ltd | $212.1M | 627,704 | 1.65% |
| 21 | Alphabet Inc | $206.7M | 720,414 | 1.61% |
| 22 | CoreWeave Inc | $196.6M | 2,538,125 | 1.53% |
| 23 | Archer Aviation Inc | $193.6M | 37,437,062 | 1.51% |
| 24 | BitMine Immersion Technologies | $191.8M | 9,699,165 | 1.49% |
| 25 | Block Inc | $186.2M | 3,093,936 | 1.45% |
| 26 | Intellia Therapeutics Inc | $186.0M | 14,509,247 | 1.45% |
| 27 | NVIDIA Corp | $180.6M | 1,035,426 | 1.40% |
| 28 | ARK 21Shares Bitcoin ETF | $150.6M | 6,698,206 | 1.17% |
| 29 | Rocket Lab Corp | $144.1M | 2,243,656 | 1.12% |
| 30 | Illumina Inc | $139.2M | 1,129,459 | 1.08% |
| 31 | Natera Inc | $136.8M | 684,255 | 1.06% |
| 32 | L3Harris Technologies Inc | $134.5M | 389,694 | 1.05% |
| 33 | BWX Technologies Inc | $127.3M | 622,546 | 0.99% |
| 34 | Broadcom Inc | $126.2M | 407,803 | 0.98% |
| 35 | Baidu Inc | $124.8M | 1,120,331 | 0.97% |
| 36 | Recursion Pharmaceuticals Inc | $123.5M | 40,212,769 | 0.96% |
| 37 | AeroVironment Inc | $102.4M | 559,254 | 0.80% |
| 38 | Veracyte Inc | $98.4M | 3,053,818 | 0.76% |
| 39 | Alibaba Group Holding Ltd | $98.3M | 783,171 | 0.76% |
| 40 | Meta Platforms Inc | $88.1M | 153,996 | 0.69% |
| 41 | GeneDx Holdings Corp | $85.1M | 1,324,583 | 0.66% |
| 42 | Trimble Inc | $81.4M | 1,247,925 | 0.63% |
| 43 | Figma Inc | $71.7M | 3,392,869 | 0.56% |
| 44 | SoFi Technologies Inc | $60.9M | 3,836,003 | 0.47% |
| 45 | DoorDash Inc | $52.0M | 346,147 | 0.40% |
| 46 | Elbit Systems Ltd | $51.2M | 60,281 | 0.40% |
| 47 | Joby Aviation Inc | $51.0M | 6,173,944 | 0.40% |
| 48 | Personalis Inc | $50.6M | 7,944,112 | 0.39% |
| 49 | Intuitive Machines Inc | $49.3M | 2,656,531 | 0.38% |
| 50 | Toast Inc | $48.0M | 1,810,754 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.