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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $101.5M | 352938 | 8.16% |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $96.9M | 286727 | 7.79% |
| 3 | NVIDIA CORPORATION | $85.0M | 487464 | 6.84% |
| 4 | SHOPIFY INC | $74.9M | 631389 | 6.02% |
| 5 | GARMIN LTD | $69.6M | 300071 | 5.60% |
| 6 | TESLA INC | $69.4M | 186763 | 5.58% |
| 7 | BROADCOM INC | $65.3M | 211033 | 5.25% |
| 8 | NASDAQ INC | $62.2M | 732505 | 5.00% |
| 9 | APPLE INC | $59.2M | 233279 | 4.76% |
| 10 | PALO ALTO NETWORKS INC | $57.5M | 358780 | 4.63% |
| 11 | AMAZON COM INC | $56.2M | 269731 | 4.52% |
| 12 | MICROSOFT CORP | $49.5M | 133839 | 3.98% |
| 13 | META PLATFORMS INC | $48.9M | 85507 | 3.93% |
| 14 | DOORDASH INC | $48.6M | 323638 | 3.91% |
| 15 | AXON ENTERPRISE INC | $33.9M | 79865 | 2.73% |
| 16 | SANDISK CORP | $25.2M | 39695 | 2.03% |
| 17 | TJX COS INC NEW | $22.2M | 138816 | 1.78% |
| 18 | TOAST INC | $21.7M | 820382 | 1.75% |
| 19 | INTERACTIVE BROKERS GROUP IN | $20.6M | 307710 | 1.66% |
| 20 | HILTON WORLDWIDE HLDGS INC | $18.6M | 61217 | 1.50% |
| 21 | FERRARI N V | $18.3M | 54021 | 1.47% |
| 22 | CAPITAL ONE FINL CORP | $16.6M | 90810 | 1.33% |
| 23 | REDDIT INC | $16.2M | 120586 | 1.31% |
| 24 | DIGITAL RLTY TR INC | $16.0M | 88737 | 1.29% |
| 25 | OREILLY AUTOMOTIVE INC | $15.9M | 171807 | 1.28% |
| 26 | T-MOBILE US INC | $14.0M | 66441 | 1.12% |
| 27 | SNOWFLAKE INC | $12.4M | 81895 | 0.99% |
| 28 | NETFLIX INC. | $11.8M | 122547 | 0.95% |
| 29 | DATADOG INC | $11.2M | 95255 | 0.90% |
| 30 | COSTCO WHOLESALE CORPORATION | $9.0M | 8988 | 0.72% |
| 31 | SERVICENOW INC | $8.3M | 79820 | 0.67% |
| 32 | INVESCO QQQ TRPUT | $6.6M | 11500 | 0.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.