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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $42.3M | 242698 | 33.63% |
| 2 | BROADCOM INC | $13.4M | 43440 | 10.68% |
| 3 | PALANTIR TECHNOLOGIES INC | $13.0M | 88830 | 10.33% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $12.6M | 37184 | 9.99% |
| 5 | APPLIED MATLS INC | $11.6M | 33817 | 9.18% |
| 6 | META PLATFORMS INC | $9.8M | 17046 | 7.75% |
| 7 | DIAMONDBACK ENERGY INC | $6.9M | 35000 | 5.50% |
| 8 | AMAZON COM INC | $2.8M | 13384 | 2.21% |
| 9 | MICRON TECHNOLOGY INC | $2.4M | 7216 | 1.94% |
| 10 | ALPHABET INC | $2.1M | 7306 | 1.67% |
| 11 | APPLE INC | $1.9M | 7492 | 1.51% |
| 12 | LAM RESEARCH CORP | $1.4M | 6616 | 1.12% |
| 13 | PALO ALTO NETWORKS INC | $1.2M | 7489 | 0.95% |
| 14 | ADVANCED MICRO DEVICES INC | $887K | 4359 | 0.70% |
| 15 | SOUNDHOUND AI INC | $620K | 90179 | 0.49% |
| 16 | MARVELL TECHNOLOGY INC | $514K | 5191 | 0.41% |
| 17 | CENCORA INC | $413K | 1314 | 0.33% |
| 18 | COSTCO WHOLESALE CORPORATION | $315K | 316 | 0.25% |
| 19 | VISA INC | $277K | 918 | 0.22% |
| 20 | GE VERNOVA INC | $253K | 290 | 0.20% |
| 21 | ARCHER AVIATION INC | $246K | 47520 | 0.20% |
| 22 | MASTERCARD INCORPORATED | $244K | 488 | 0.19% |
| 23 | GE AEROSPACE | $241K | 850 | 0.19% |
| 24 | QUANTA SVCS INC | $220K | 400 | 0.17% |
| 25 | THERMO FISHER SCIENTIFIC INC | $206K | 420 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.