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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $79.0M | 784800 | 17.26% |
| 2 | META PLATFORMS INC | $42.3M | 73950 | 9.24% |
| 3 | AMAZON COM INC | $40.1M | 192506 | 8.76% |
| 4 | NVIDIA CORPORATION | $24.2M | 138790 | 5.29% |
| 5 | ALPHABET INC | $22.9M | 79648 | 5.00% |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | $19.6M | 58050 | 4.29% |
| 7 | ALIBABA GROUP HLDG LTD | $18.1M | 144525 | 3.96% |
| 8 | ORACLE CORP | $17.3M | 117400 | 3.77% |
| 9 | MICROSOFT CORP | $17.0M | 45980 | 3.72% |
| 10 | INVESCO QQQ TR | $11.5M | 20000 | 2.52% |
| 11 | APPLOVIN CORP | $10.9M | 27500 | 2.39% |
| 12 | BAIDU INC | $8.1M | 72900 | 1.77% |
| 13 | BROADCOM INC | $7.9M | 25600 | 1.73% |
| 14 | SALESFORCE INC | $6.1M | 32710 | 1.33% |
| 15 | APPLE INC | $5.8M | 22900 | 1.27% |
| 16 | INVESCO EXCHANGE TRADED FD T | $5.7M | 29825 | 1.25% |
| 17 | ALPHABET INC | $5.7M | 19945 | 1.25% |
| 18 | NU HLDGS LTD | $5.5M | 382500 | 1.20% |
| 19 | GDS HLDGS LTD | $5.4M | 133000 | 1.17% |
| 20 | NETFLIX INC. | $5.1M | 53140 | 1.12% |
| 21 | MARVELL TECHNOLOGY INC | $5.0M | 50814 | 1.10% |
| 22 | UPSTART HLDGS INC | $5.0M | 193400 | 1.08% |
| 23 | HESAI GROUP | $4.7M | 245500 | 1.03% |
| 24 | SPDR SERIES TRUST | $4.1M | 22000 | 0.90% |
| 25 | TAKE-TWO INTERACTIVE SOFTWAR | $3.4M | 17100 | 0.74% |
| 26 | LULULEMON ATHLETICA INC | $2.8M | 18500 | 0.62% |
| 27 | AMERICAN SUPERCONDUCTOR CORP | $2.6M | 75754 | 0.56% |
| 28 | TESLA INC | $2.3M | 6200 | 0.50% |
| 29 | SEMTECH CORP | $2.2M | 29000 | 0.49% |
| 30 | MODINE MFG CO | $2.2M | 10200 | 0.48% |
| 31 | DLOCAL LTD | $2.2M | 167000 | 0.47% |
| 32 | CELESTICA INC | $2.1M | 7500 | 0.46% |
| 33 | SAP SE | $2.0M | 11800 | 0.44% |
| 34 | UBER TECHNOLOGIES INC | $2.0M | 28000 | 0.44% |
| 35 | SPX TECHNOLOGIES INC | $2.0M | 10000 | 0.44% |
| 36 | VANGUARD INTL EQUITY INDEX F | $2.0M | 36755 | 0.43% |
| 37 | ISHARES TR | $2.0M | 27928 | 0.43% |
| 38 | ADOBE INC | $1.8M | 7400 | 0.39% |
| 39 | FISERV INC | $1.7M | 31288 | 0.38% |
| 40 | HUBSPOT INC | $1.7M | 7100 | 0.38% |
| 41 | JOBY AVIATION INC | $1.7M | 208000 | 0.38% |
| 42 | ATLASSIAN CORPORATION | $1.7M | 24800 | 0.37% |
| 43 | ISHARES TR | $1.7M | 47140 | 0.37% |
| 44 | TRIP COM GROUP LTD | $1.6M | 32600 | 0.35% |
| 45 | KLA CORP | $1.6M | 1100 | 0.35% |
| 46 | EATON CORP PLC | $1.6M | 4400 | 0.34% |
| 47 | STRATEGY INC | $1.5M | 12400 | 0.34% |
| 48 | KKR & CO INC | $1.5M | 16300 | 0.33% |
| 49 | APOLLO GLOBAL MGMT INC | $1.5M | 13400 | 0.33% |
| 50 | MERCADOLIBRE INC | $1.5M | 854 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.