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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $46.2M | 223729 | 10.66% |
| 2 | ALPHABET INC | $42.8M | 150639 | 9.88% |
| 3 | NVIDIA CORPORATION | $42.3M | 245631 | 9.75% |
| 4 | MICRON TECHNOLOGY INC | $41.5M | 124457 | 9.57% |
| 5 | META PLATFORMS INC | $40.9M | 72549 | 9.42% |
| 6 | MCKESSON CORP | $38.3M | 44298 | 8.83% |
| 7 | GENERAL MTRS CO | $38.1M | 514398 | 8.79% |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | $37.6M | 113056 | 8.68% |
| 9 | APPLE INC | $24.1M | 95599 | 5.57% |
| 10 | MICROSOFT CORP | $22.9M | 62327 | 5.29% |
| 11 | D R HORTON INC | $20.4M | 149616 | 4.70% |
| 12 | ISHARES TR | $10.5M | 98600 | 2.41% |
| 13 | LENNAR CORP | $7.6M | 88429 | 1.76% |
| 14 | NETFLIX INC. | $7.2M | 76047 | 1.67% |
| 15 | ALIBABA GROUP HLDG LTD | $5.1M | 40641 | 1.17% |
| 16 | SANDISK CORP | $2.6M | 4100 | 0.60% |
| 17 | ACM RESH INC | $2.6M | 66000 | 0.60% |
| 18 | VISA INC | $2.1M | 6981 | 0.49% |
| 19 | MASTERCARD INCORPORATED | $565K | 1130 | 0.13% |
| 20 | ISHARES BITCOIN TRUST ETF | $126K | 3280 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.