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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $246.2M | 1,181,905 | 11.83% |
| 2 | NVIDIA CORPORATION | $196.3M | 1,125,510 | 9.43% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | $148.6M | 379,430 | 7.14% |
| 4 | MICROSOFT CORP | $147.8M | 399,180 | 7.10% |
| 5 | AMER SPORTS INC | $143.4M | 4,355,512 | 6.89% |
| 6 | LUMENTUM HLDGS INC | $142.0M | 202,037 | 6.82% |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $140.7M | 416,360 | 6.76% |
| 8 | SOMNIGROUP INTERNATIONAL INC | $124.8M | 1,688,893 | 6.00% |
| 9 | UNITED AIRLS HLDGS INC | $99.1M | 1,076,600 | 4.76% |
| 10 | META PLATFORMS INC | $83.6M | 146,040 | 4.01% |
| 11 | BOEING CO | $81.9M | 411,343 | 3.93% |
| 12 | BROADCOM INC | $73.4M | 237,140 | 3.53% |
| 13 | NU HLDGS LTD | $71.3M | 4,965,100 | 3.43% |
| 14 | CARVANA CO | $70.4M | 224,080 | 3.38% |
| 15 | MONGODB INC | $65.9M | 269,072 | 3.16% |
| 16 | ALPHABET INC | $52.6M | 182,800 | 2.53% |
| 17 | WESTERN DIGITAL CORP | $51.1M | 189,100 | 2.46% |
| 18 | GDS HLDGS LTD | $49.6M | 1,230,580 | 2.38% |
| 19 | NATERA INC | $30.4M | 152,100 | 1.46% |
| 20 | DOORDASH INC | $29.9M | 198,920 | 1.44% |
| 21 | HUT 8 CORP | $16.8M | 358,900 | 0.81% |
| 22 | COMPASS INC | $15.4M | 2,107,997 | 0.74% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.