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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $41.4M | 144000 | 10.07% |
| 2 | AMAZON COM INC | $35.2M | 169150 | 8.57% |
| 3 | META PLATFORMS INC | $30.3M | 53000 | 7.37% |
| 4 | AMERICAN EXPRESS CO | $29.6M | 98000 | 7.21% |
| 5 | MICROSOFT CORP | $27.8M | 75000 | 6.75% |
| 6 | STRATEGY INC | $26.3M | 30000000 | 6.39% |
| 7 | UBER TECHNOLOGIES INC | $19.3M | 268300 | 4.69% |
| 8 | IQIYI INC | $18.8M | 20700000 | 4.57% |
| 9 | STRATEGY INC | $15.4M | 15000000 | 3.74% |
| 10 | MARA HOLDINGS INC | $14.7M | 16000000 | 3.58% |
| 11 | ADOBE INC | $13.4M | 55000 | 3.25% |
| 12 | AUTOHOME INC | $12.5M | 718038 | 3.03% |
| 13 | PITNEY BOWES INC | $12.4M | 1120000 | 3.01% |
| 14 | NATURAL RESOURCE PARTNERS LP | $12.1M | 100000 | 2.94% |
| 15 | BLACK STONE MINERALS L P | $11.7M | 772000 | 2.84% |
| 16 | ROBLOX CORP | $11.1M | 196800 | 2.71% |
| 17 | MOODYS CORP | $8.7M | 20000 | 2.12% |
| 18 | HESAI GROUP | $8.5M | 445000 | 2.07% |
| 19 | BITMINE IMMERSION TECNOLOGIE | $8.5M | 429565 | 2.07% |
| 20 | NIO INC | $8.4M | 8500000 | 2.05% |
| 21 | SERVICENOW INC | $8.4M | 80000 | 2.03% |
| 22 | NEW YORK TIMES CO MTN BE | $6.6M | 78300 | 1.59% |
| 23 | S&P GLOBAL INC | $4.7M | 11000 | 1.14% |
| 24 | WEIBO CORP | $4.6M | 530000 | 1.13% |
| 25 | FORWARD INDUSTRIES INC | $4.4M | 994164 | 1.07% |
| 26 | VEEVA SYS INC | $4.4M | 25000 | 1.07% |
| 27 | NETEASE COM INC | $2.0M | 17600 | 0.48% |
| 28 | BEONE MEDICINES LTD | $1.8M | 6020 | 0.43% |
| 29 | FULL TRUCK ALLIANCE CO LTD | $1.2M | 146000 | 0.29% |
| 30 | ZTO EXPRESS CAYMAN INC | $1.2M | 46000 | 0.28% |
| 31 | H WORLD GROUP LTD | $1.2M | 23000 | 0.28% |
| 32 | JD.COM INC | $1.1M | 38000 | 0.27% |
| 33 | BAIDU INC | $1.0M | 9000 | 0.24% |
| 34 | YUM CHINA HLDGS INC | $976K | 20000 | 0.24% |
| 35 | JOBY AVIATION INC | $859K | 1000000 | 0.21% |
| 36 | NIO INC | $476K | 79000 | 0.12% |
| 37 | NEW ORIENTAL ED & TECHNOLOGY | $231K | 4074 | 0.06% |
| 38 | COYA THERAPEUTICS INC | $153K | 38766 | 0.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.