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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NU HLDGS LTD | $24.2M | 1684000 | 17.60% |
| 2 | ALPHABET INC | $18.9M | 65700 | 13.74% |
| 3 | CARVANA CO | $12.3M | 39100 | 8.94% |
| 4 | META PLATFORMS INC | $11.7M | 20500 | 8.53% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | $7.8M | 23000 | 5.65% |
| 6 | NVIDIA CORPORATION | $7.5M | 43000 | 5.45% |
| 7 | INTEL CORP | $7.4M | 168000 | 5.39% |
| 8 | RUBRIK INC. | $5.4M | 111000 | 3.95% |
| 9 | COHERENT CORP | $5.4M | 22700 | 3.93% |
| 10 | SAMSARA INC | $5.3M | 167779 | 3.87% |
| 11 | MICRON TECHNOLOGY INC | $5.2M | 15530 | 3.82% |
| 12 | SNOWFLAKE INC | $5.1M | 33600 | 3.69% |
| 13 | SHOPIFY INC | $4.6M | 38700 | 3.34% |
| 14 | SERVICENOW INC | $4.5M | 43500 | 3.31% |
| 15 | MONGODB INC | $4.5M | 18300 | 3.26% |
| 16 | LUMENTUM HLDGS INC | $3.8M | 5445 | 2.78% |
| 17 | ONTO INNOVATION INC | $2.2M | 10500 | 1.57% |
| 18 | AXT INC | $1.7M | 29000 | 1.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.