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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $819.7M | 4700000 | 27.88% |
| 2 | MICROSOFT CORP | $490.5M | 1325000 | 16.68% |
| 3 | AMAZON COM INC | $453.0M | 2175000 | 15.41% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $388.6M | 1150000 | 13.22% |
| 5 | ATLASSIAN CORPORATION | $262.8M | 3850000 | 8.94% |
| 6 | BOOKING HOLDINGS INC | $252.6M | 60000 | 8.59% |
| 7 | ALPHABET INC | $143.8M | 500000 | 4.89% |
| 8 | META PLATFORMS INC | $128.7M | 225000 | 4.38% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.