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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $13.1M | 74500 | 23.00% |
| 2 | APPLE INC | $10.1M | 39400 | 17.69% |
| 3 | ALPHABET INC | $9.2M | 30800 | 16.09% |
| 4 | MICROSOFT CORP | $4.5M | 12300 | 7.98% |
| 5 | PALANTIR TECHNOLOGIES INC | $3.4M | 23000 | 5.92% |
| 6 | CELESTICA INC | $3.2M | 11100 | 5.63% |
| 7 | AMAZON COM INC | $2.9M | 13900 | 5.14% |
| 8 | INTUITIVE SURGICAL INC | $2.6M | 5600 | 4.57% |
| 9 | PROSHARES TR | $2.1M | 55000 | 3.64% |
| 10 | PROSHARES TR | $1.9M | 59000 | 3.30% |
| 11 | BROADCOM INC | $1.3M | 4000 | 2.20% |
| 12 | MASTERCARD INCORPORATED | $492K | 1000 | 0.86% |
| 13 | QUALCOMM INC | $484K | 3800 | 0.85% |
| 14 | META PLATFORMS INC | $463K | 800 | 0.81% |
| 15 | ADVANCED MICRO DEVICES INC | $462K | 2200 | 0.81% |
| 16 | APPLOVIN CORP | $310K | 800 | 0.54% |
| 17 | ARM HOLDINGS PLC | $310K | 2000 | 0.54% |
| 18 | FERRARI N V | $240K | 700 | 0.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.