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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $15.5M | 54000 | 18.02% |
| 2 | AMAZON COM INC | $11.2M | 54000 | 13.08% |
| 3 | PALANTIR TECHNOLOGIES INC | $8.6M | 58630 | 9.98% |
| 4 | INTUITIVE SURGICAL INC | $7.1M | 15425 | 8.27% |
| 5 | ORACLE CORP | $5.3M | 36000 | 6.16% |
| 6 | MP MATERIALS CORP | $4.8M | 100000 | 5.61% |
| 7 | CORE SCIENTIFIC INC NEW | $4.5M | 300000 | 5.22% |
| 8 | COSTCO WHOLESALE CORPORATION | $4.0M | 4050 | 4.69% |
| 9 | IMPERIAL PETE INC | $3.5M | 826754 | 4.12% |
| 10 | NVIDIA CORPORATION | $3.3M | 18990 | 3.85% |
| 11 | ISHARES ETHEREUM TR | $3.0M | 192708 | 3.55% |
| 12 | MICROSOFT CORP | $2.8M | 7500 | 3.23% |
| 13 | TARGET CORP | $2.4M | 20000 | 2.82% |
| 14 | GLOBAL X FDS | $1.3M | 27169 | 1.53% |
| 15 | NEKTAR THERAPEUTICS | $1.3M | 18000 | 1.51% |
| 16 | CRISPR THERAPEUTICS AG | $1.2M | 25000 | 1.38% |
| 17 | VALARIS LTD | $980K | 10000 | 1.14% |
| 18 | SPROTT FDS TR | $947K | 15000 | 1.10% |
| 19 | ENERGY FUELS INC | $912K | 50000 | 1.06% |
| 20 | ENOVIX CORPORATION | $716K | 138375 | 0.83% |
| 21 | MATERION CORP | $656K | 4540 | 0.76% |
| 22 | URANIUM ENERGY CORP | $564K | 41835 | 0.66% |
| 23 | DENISON MINES CORP | $424K | 120243 | 0.49% |
| 24 | TRANSOCEAN LTD | $397K | 60000 | 0.46% |
| 25 | SEADRILL LTD | $227K | 5000 | 0.26% |
| 26 | GRAYSCALE ETHEREUM STAKING E | $170K | 10000 | 0.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.