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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $4.2M | 14768 | 7.98% |
| 2 | AMAZON COM INC | $4.1M | 19781 | 7.74% |
| 3 | KRYSTAL BIOTECH INC | $3.2M | 12314 | 5.98% |
| 4 | CACI INTL INC | $2.8M | 5239 | 5.35% |
| 5 | META PLATFORMS INC | $2.8M | 4866 | 5.23% |
| 6 | NETFLIX INC. | $2.6M | 27387 | 4.95% |
| 7 | MICROSOFT CORP | $2.5M | 6844 | 4.76% |
| 8 | CELLEBRITE DI LTD | $2.5M | 183473 | 4.75% |
| 9 | MICRON TECHNOLOGY INC | $2.5M | 7415 | 4.71% |
| 10 | AXON ENTERPRISE INC | $2.1M | 4890 | 3.90% |
| 11 | ASCENDIS PHARMA A/S | $2.1M | 9070 | 3.90% |
| 12 | BROADCOM INC | $2.0M | 6499 | 3.78% |
| 13 | VIKING HOLDINGS LTD | $2.0M | 27018 | 3.73% |
| 14 | TRADEWEB MKTS INC | $1.9M | 16550 | 3.66% |
| 15 | ABBOTT LABORATORIES | $1.8M | 17867 | 3.45% |
| 16 | PROCEPT BIOROBOTICS CORP | $1.7M | 66869 | 3.14% |
| 17 | SEA LTD | $1.6M | 19834 | 3.09% |
| 18 | VISA INC | $1.6M | 5283 | 3.00% |
| 19 | ROBLOX CORP | $1.4M | 24293 | 2.58% |
| 20 | PALO ALTO NETWORKS INC | $1.3M | 8382 | 2.53% |
| 21 | SAMSARA INC | $1.3M | 42298 | 2.52% |
| 22 | RUBRIK INC. | $1.2M | 24740 | 2.28% |
| 23 | MERCADOLIBRE INC | $1.2M | 698 | 2.27% |
| 24 | AFFIRM HLDGS INC | $1.1M | 24574 | 2.12% |
| 25 | SHOPIFY INC | $859K | 7245 | 1.61% |
| 26 | AEROVIRONMENT INC | $522K | 2849 | 0.98% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.