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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | GOOG ALPHABET INC | $9.7M | 40000 | 19.78% |
| 2 | TAIWAN SEMICONDUCTOR-SP ADR | $8.4M | 30000 | 17.02% |
| 3 | AMAZON.COM INC | $7.7M | 35000 | 15.61% |
| 4 | META PLATFORM INC | $6.6M | 9000 | 13.42% |
| 5 | HCA HEALTHCARE ORD | $4.3M | 10000 | 8.66% |
| 6 | GLOBAL X DEFENSE TECH ETF | $3.5M | 50000 | 7.13% |
| 7 | SNOWFLAKE INC | $2.3M | 10000 | 4.58% |
| 8 | ROBINHOOD MARKETS INC - A | $2.1M | 15000 | 4.36% |
| 9 | GENERAL ELECTRIC AEROSPACE | $1.5M | 5000 | 3.05% |
| 10 | ZSCALER ORD | $1.5M | 5000 | 3.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.