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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $150.7M | 480,085 | 13.53% |
| 2 | NVIDIA CORPORATION | $100.9M | 541,065 | 9.06% |
| 3 | SEA LTD | $83.8M | 656,666 | 7.52% |
| 4 | AMAZON COM INC | $74.6M | 323,162 | 6.70% |
| 5 | VANECK ETF TRUST | $57.4M | 669,804 | 5.16% |
| 6 | IQVIA HLDGS INC | $55.4M | 245,924 | 4.98% |
| 7 | MICROSOFT CORP | $46.0M | 95,180 | 4.13% |
| 8 | LUMENTUM HLDGS INC | $40.6M | 110,164 | 3.65% |
| 9 | COHERENT CORP | $38.2M | 206,701 | 3.43% |
| 10 | WESTERN DIGITAL CORP | $34.0M | 197,152 | 3.05% |
| 11 | ARGAN INC | $28.6M | 91,197 | 2.57% |
| 12 | GILEAD SCIENCES INC | $25.5M | 207,554 | 2.29% |
| 13 | TESLA INC | $21.9M | 48,674 | 1.97% |
| 14 | ULTA BEAUTY INC | $21.7M | 35,864 | 1.95% |
| 15 | BAIDU INC | $21.6M | 165,172 | 1.94% |
| 16 | SEAGATE TECHNOLOGY HLDNGS PL | $19.3M | 70,051 | 1.73% |
| 17 | MICRON TECHNOLOGY INC | $17.3M | 60,494 | 1.55% |
| 18 | CREDO TECHNOLOGY GROUP HOLDI | $16.5M | 114,650 | 1.48% |
| 19 | FLOWSERVE CORP | $16.4M | 236,165 | 1.47% |
| 20 | CAMECO CORP | $14.4M | 157,879 | 1.30% |
| 21 | UNITED RENTALS INC | $13.2M | 16,329 | 1.19% |
| 22 | SPDR SERIES TRUST | $12.0M | 98,600 | 1.08% |
| 23 | H WORLD GROUP LTD | $10.6M | 224,550 | 0.95% |
| 24 | REDDIT INC | $10.4M | 45,169 | 0.93% |
| 25 | ELI LILLY & CO | $10.3M | 9,560 | 0.92% |
| 26 | PONY AI INC | $9.7M | 668,658 | 0.87% |
| 27 | MCDONALDS CORP | $9.6M | 31,480 | 0.86% |
| 28 | QUANTA SVCS INC | $9.5M | 22,527 | 0.85% |
| 29 | COGNIZANT TECHNOLOGY SOLUTIO | $9.2M | 110,855 | 0.83% |
| 30 | SNOWFLAKE INC | $9.2M | 41,871 | 0.82% |
| 31 | WERIDE INC | $8.5M | 979,885 | 0.76% |
| 32 | TAPESTRY INC | $8.0M | 62,622 | 0.72% |
| 33 | NU HLDGS LTD | $7.7M | 459,366 | 0.69% |
| 34 | MIRION TECHNOLOGIES INC | $7.3M | 309,887 | 0.65% |
| 35 | SANDISK CORP | $6.6M | 27,800 | 0.59% |
| 36 | MAKEMYTRIP LIMITED MAURITIUS | $6.4M | 77,600 | 0.57% |
| 37 | PALO ALTO NETWORKS INC | $6.2M | 33,610 | 0.56% |
| 38 | ICON PLC | $6.1M | 33,526 | 0.55% |
| 39 | AMPHENOL CORP NEW | $5.8M | 43,000 | 0.52% |
| 40 | ROSS STORES INC | $5.7M | 31,800 | 0.51% |
| 41 | S&P GLOBAL INC | $5.3M | 10,120 | 0.48% |
| 42 | HYATT HOTELS CORP | $5.1M | 31,600 | 0.46% |
| 43 | WILLIAMS COS INC | $4.8M | 79,110 | 0.43% |
| 44 | ARROWHEAD PHARMACEUTICALS IN | $3.8M | 57,900 | 0.35% |
| 45 | ATI INC | $3.8M | 33,415 | 0.34% |
| 46 | ALNYLAM PHARMACEUTICALS INC | $3.5M | 8,880 | 0.32% |
| 47 | BWX TECHNOLOGIES INC | $3.0M | 17,100 | 0.27% |
| 48 | CARPENTER TECHNOLOGY CORP | $2.8M | 8,974 | 0.25% |
| 49 | PROTAGONIST THERAPEUTICS INC | $2.3M | 26,390 | 0.21% |
| 50 | TAIWAN SEMICONDUCTOR MFG LTD | $2.0M | 6,640 | 0.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.