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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $98.0M | 562000 | 26.23% |
| 2 | AST SPACEMOBILE INC | $65.5M | 790500 | 17.53% |
| 3 | ROCKET LAB CORP | $39.7M | 618000 | 10.62% |
| 4 | ADVANCED MICRO DEVICES INC | $25.5M | 125300 | 6.82% |
| 5 | APPLE INC | $20.5M | 80900 | 5.50% |
| 6 | CROWDSTRIKE HLDGS INC | $19.9M | 51000 | 5.33% |
| 7 | SPOTIFY TECHNOLOGY S A | $19.4M | 40100 | 5.20% |
| 8 | MARVELL TECHNOLOGY INC | $16.5M | 167000 | 4.43% |
| 9 | AMAZON COM INC | $14.7M | 70800 | 3.95% |
| 10 | MICROSOFT CORP | $12.3M | 33200 | 3.29% |
| 11 | TESLA INC | $11.9M | 32000 | 3.18% |
| 12 | NUSCALE PWR CORP | $6.1M | 563100 | 1.63% |
| 13 | GRAYSCALE BITCOIN TRUST ETF | $5.7M | 107700 | 1.52% |
| 14 | INTUITIVE MACHINES INC | $4.5M | 240000 | 1.19% |
| 15 | PLANET LABS PBC | $2.9M | 105000 | 0.79% |
| 16 | SERVICENOW INC | $2.6M | 25000 | 0.70% |
| 17 | CENTRUS ENERGY CORP | $2.4M | 14000 | 0.65% |
| 18 | SYMBOTIC INC | $2.1M | 40000 | 0.57% |
| 19 | ENERGY FUELS INC | $2.0M | 110000 | 0.54% |
| 20 | GRAYSCALE BITCOIN MINI TR ET | $646K | 21540 | 0.17% |
| 21 | BWX TECHNOLOGIES INC | $511K | 2500 | 0.14% |
| 22 | RICHTECH ROBOTICS INC | $42K | 20000 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.