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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $86.2M | 494445 | 12.00% |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $53.2M | 157331 | 7.40% |
| 3 | TESLA INC | $50.2M | 135031 | 6.99% |
| 4 | GE AEROSPACE | $43.3M | 152474 | 6.02% |
| 5 | ALIBABA GROUP HLDG LTD | $38.1M | 304043 | 5.31% |
| 6 | JOHNSON CONTROLS INTERNATION | $31.6M | 241611 | 4.40% |
| 7 | ORACLE CORP | $20.7M | 140864 | 2.88% |
| 8 | PALANTIR TECHNOLOGIES INC | $20.6M | 140832 | 2.87% |
| 9 | ROBINHOOD MKTS INC | $19.8M | 285000 | 2.75% |
| 10 | MICROSOFT CORP | $19.2M | 51783 | 2.67% |
| 11 | ADVANCED MICRO DEVICES INC | $18.9M | 93141 | 2.64% |
| 12 | META PLATFORMS INC | $18.8M | 32772 | 2.61% |
| 13 | ROBLOX CORP | $17.6M | 311963 | 2.46% |
| 14 | CORNING INC | $17.6M | 129503 | 2.45% |
| 15 | TEMPUS AI INC | $16.8M | 370886 | 2.33% |
| 16 | FLEXTRONICS INTL LTD | $16.4M | 249984 | 2.28% |
| 17 | GE VERNOVA INC | $16.1M | 18449 | 2.24% |
| 18 | TERADYNE INC | $16.1M | 54172 | 2.24% |
| 19 | QUANTA SVCS INC | $15.3M | 27928 | 2.13% |
| 20 | UPSTART HLDGS INC | $15.1M | 589871 | 2.11% |
| 21 | FORMFACTOR INC | $14.3M | 147926 | 2.00% |
| 22 | ASTERA LABS INC | $12.8M | 116720 | 1.78% |
| 23 | HOWMET AEROSPACE INC | $12.4M | 53850 | 1.73% |
| 24 | VNET GROUP INC | $12.0M | 1434531 | 1.68% |
| 25 | XPENG INC | $11.9M | 694870 | 1.65% |
| 26 | APPLOVIN CORP | $11.9M | 29805 | 1.65% |
| 27 | ALBEMARLE CORP | $9.5M | 52815 | 1.32% |
| 28 | ISHARES BITCOIN TRUST ETF | $9.1M | 236048 | 1.26% |
| 29 | TAL ED GROUP | $8.4M | 742991 | 1.18% |
| 30 | EHANG HLDGS LTD | $8.4M | 867116 | 1.17% |
| 31 | AEROVIRONMENT INC | $8.0M | 43871 | 1.12% |
| 32 | LUMENTUM HLDGS INC | $7.7M | 10927 | 1.07% |
| 33 | CLOUDFLARE INC | $7.6M | 36953 | 1.06% |
| 34 | WERIDE INC | $7.3M | 900297 | 1.01% |
| 35 | MAKEMYTRIP LIMITED MAURITIUS | $7.0M | 187193 | 0.97% |
| 36 | TTM TECHNOLOGIES INC | $6.8M | 69917 | 0.95% |
| 37 | TENCENT MUSIC ENTMT GROUP | $6.7M | 718645 | 0.93% |
| 38 | ISHARES TR | $3.0M | 52987 | 0.42% |
| 39 | SO YOUNG INTERNATIONAL INC | $2.0M | 737949 | 0.28% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.