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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | $34.8M | 237697 | 18.59% |
| 2 | NVIDIA CORPORATION | $24.4M | 139888 | 13.04% |
| 3 | TESLA INC | $22.3M | 60063 | 11.94% |
| 4 | APPLE INC | $14.3M | 56180 | 7.62% |
| 5 | VERTIV HOLDINGS CO | $11.8M | 47151 | 6.32% |
| 6 | MICROSOFT CORP | $11.6M | 31296 | 6.19% |
| 7 | ADVANCED MICRO DEVICES INC | $11.0M | 53845 | 5.86% |
| 8 | PALO ALTO NETWORKS INC | $9.4M | 58834 | 5.04% |
| 9 | SNOWFLAKE INC | $9.2M | 61089 | 4.93% |
| 10 | COSTCO WHOLESALE CORPORATION | $7.6M | 7612 | 4.05% |
| 11 | AMAZON COM INC | $5.9M | 28098 | 3.13% |
| 12 | SOFI TECHNOLOGIES INC | $5.9M | 368451 | 3.13% |
| 13 | META PLATFORMS INC | $4.1M | 7245 | 2.22% |
| 14 | PROGRESSIVE CORP | $4.0M | 20043 | 2.12% |
| 15 | GE AEROSPACE | $1.9M | 6609 | 1.00% |
| 16 | COREWEAVE INC | $1.8M | 23413 | 0.97% |
| 17 | RECURSION PHARMACEUTICALS IN | $1.6M | 509425 | 0.84% |
| 18 | CONSTELLATION ENERGY CORP | $851K | 3046 | 0.45% |
| 19 | ALPHABET INC | $688K | 2391 | 0.37% |
| 20 | VANGUARD WORLD FD | $564K | 7668 | 0.30% |
| 21 | INTUITIVE SURGICAL INC | $476K | 1033 | 0.25% |
| 22 | CHIPOTLE MEXICAN GRILL INC | $475K | 14836 | 0.25% |
| 23 | D-WAVE QUANTUM INC | $440K | 30485 | 0.24% |
| 24 | WALMART INC | $330K | 2654 | 0.18% |
| 25 | SPOTIFY TECHNOLOGY S A | $301K | 620 | 0.16% |
| 26 | PARKER-HANNIFIN CORP | $268K | 299 | 0.14% |
| 27 | ALPHABET INC | $268K | 935 | 0.14% |
| 28 | JPMORGAN CHASE & CO | $267K | 909 | 0.14% |
| 29 | NEXTERA ENERGY INC | $253K | 2728 | 0.14% |
| 30 | BROADCOM INC | $245K | 793 | 0.13% |
| 31 | HOWMET AEROSPACE INC | $221K | 959 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.