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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TESLA INC | $188.7M | 448661 | 12.31% |
| 2 | NVIDIA CORPORATION | $151.5M | 757098 | 9.88% |
| 3 | SANDISK CORP | $133.0M | 58500 | 8.68% |
| 4 | BROADCOM INC | $122.9M | 325300 | 8.02% |
| 5 | PALANTIR TECHNOLOGIES INC | $97.9M | 838992 | 6.39% |
| 6 | D-WAVE QUANTUM INC | $74.9M | 3121346 | 4.89% |
| 7 | ROCKET LAB USA INC | $71.4M | 702635 | 4.66% |
| 8 | RIGETTI COMPUTING INC | $68.0M | 3521935 | 4.44% |
| 9 | WESTERN DIGITAL CORP | $64.9M | 101600 | 4.23% |
| 10 | MICRON TECHNOLOGY INC | $58.6M | 50800 | 3.83% |
| 11 | ASML HOLDING N V | $57.7M | 29000 | 3.76% |
| 12 | SEGATE TECHNOLOGY HLDNGS PL | $42.0M | 43500 | 2.74% |
| 13 | IONQ INC | $41.0M | 768900 | 2.67% |
| 14 | EVERPURE INC | $38.2M | 484467 | 2.49% |
| 15 | ARM HOLDINGS PLC | $31.6M | 89000 | 2.06% |
| 16 | NETAPP INC | $23.8M | 153500 | 1.55% |
| 17 | APPLIED OPTOELECTRONICS INC | $22.6M | 152483 | 1.47% |
| 18 | BLOOM ENERGY CORP | $22.4M | 74000 | 1.46% |
| 19 | META PLATFORMS INC | $17.5M | 30985 | 1.14% |
| 20 | CIENA CORP | $17.3M | 35231 | 1.13% |
| 21 | UNITEDHEALTH GROUP INC | $17.2M | 41434 | 1.12% |
| 22 | LUMENTUM HLDGS INC | $17.0M | 19800 | 1.11% |
| 23 | APPLOVIN CORP | $16.4M | 31900 | 1.07% |
| 24 | MONGODB INC | $15.3M | 45500 | 1.00% |
| 25 | MAXLINEAR INC | $14.7M | 114900 | 0.96% |
| 26 | SILICON MOTION TECHNOLOGY CO | $13.7M | 41200 | 0.90% |
| 27 | CORNING INC | $13.6M | 53300 | 0.89% |
| 28 | ALAPHABET INC | $11.1M | 31000 | 0.72% |
| 29 | MARVELL TECHNOLOGY INC | $10.2M | 34400 | 0.67% |
| 30 | PALO ALTO NETWORKS INC | $10.1M | 29500 | 0.66% |
| 31 | USA RARE EARTH INC | $9.9M | 459374 | 0.65% |
| 32 | PINTEREST INC | $7.9M | 375000 | 0.51% |
| 33 | TTM TECHNOLOGIES INC | $5.9M | 31600 | 0.39% |
| 34 | ORACLE CORP | $5.9M | 40000 | 0.38% |
| 35 | COHERENT CORP | $5.5M | 14000 | 0.36% |
| 36 | AST SPACEMOBILE INC | $4.5M | 51000 | 0.30% |
| 37 | QUANTUM COMPUTING INC | $3.5M | 362279 | 0.23% |
| 38 | CELSIUS HLDGS INC | $3.2M | 110000 | 0.21% |
| 39 | SYMBOTIC INC | $1.2M | 27147 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.