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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NU HLDGS LTD | $315.9M | 8222463 | 32.40% |
| 2 | ISHARES BITCOIN TRUST ETF | $315.8M | 8218712 | 32.39% |
| 3 | VISTA ENERGY S.A.B. DE C.V. | $184.5M | 2444627 | 18.93% |
| 4 | STUBHUB HLDGS INC | $21.4M | 3437372 | 2.20% |
| 5 | AIRBNB INC | $21.2M | 406552 | 2.17% |
| 6 | REVOLUTION MEDICINES INC | $19.1M | 1739859 | 1.96% |
| 7 | RUBRIK INC. | $18.0M | 368256 | 1.85% |
| 8 | ON HLDG AG | $13.7M | 403352 | 1.41% |
| 9 | PDD HOLDINGS INC | $10.1M | 94142 | 1.04% |
| 10 | PONY AI INC | $7.9M | 33442 | 0.81% |
| 11 | FIGMA INC | $7.3M | 500021 | 0.75% |
| 12 | CLEAR SECURE INC | $5.8M | 119351 | 0.59% |
| 13 | DATADOG INC | $5.7M | 114665 | 0.59% |
| 14 | CROWDSTRIKE HLDGS INC | $5.6M | 14403 | 0.58% |
| 15 | CIRCLE INTERNET GROUP INC | $5.5M | 57660 | 0.56% |
| 16 | SAMSARA INC | $4.4M | 301893 | 0.45% |
| 17 | MAPLEBEAR INC | $2.9M | 77087 | 0.30% |
| 18 | NURIX THERAPEUTICS INC | $2.9M | 185311 | 0.29% |
| 19 | ARCELLX INC | $2.2M | 19338 | 0.23% |
| 20 | OMADA HEALTH INC | $1.2M | 91806 | 0.12% |
| 21 | ORIC PHARMACEUTICALS INC | $1.1M | 89441 | 0.12% |
| 22 | CRISPR THERAPEUTICS AG | $902K | 18958 | 0.09% |
| 23 | PROGYNY INC | $851K | 50118 | 0.09% |
| 24 | NEXTDOOR HOLDINGS INC | $639K | 456711 | 0.07% |
| 25 | KLAVIYO INC | $294K | 15127 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.