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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $22.6M | 129740 | 9.40% |
| 2 | MICRON TECHNOLOGY INC | $16.3M | 48138 | 6.76% |
| 3 | PALANTIR TECHNOLOGIES INC | $12.6M | 85917 | 5.22% |
| 4 | TESLA INC | $11.4M | 30640 | 4.73% |
| 5 | SANDISK CORP | $10.3M | 16190 | 4.27% |
| 6 | UNITEDHEALTH GROUP INC | $9.1M | 33626 | 3.78% |
| 7 | MICROSOFT CORP | $6.8M | 18254 | 2.81% |
| 8 | SOFI TECHNOLOGIES INC | $6.3M | 394867 | 2.60% |
| 9 | BROADCOM INC | $4.9M | 15976 | 2.05% |
| 10 | NETFLIX INC. | $4.3M | 44654 | 1.78% |
| 11 | ALPHABET INC | $4.2M | 14568 | 1.74% |
| 12 | INVESCO QQQ TR | $3.6M | 6259 | 1.50% |
| 13 | ALPHABET INC | $3.6M | 12479 | 1.49% |
| 14 | META PLATFORMS INC | $3.5M | 6040 | 1.44% |
| 15 | WORLD GOLD TR | $3.4M | 36785 | 1.42% |
| 16 | LUMENTUM HLDGS INC | $3.3M | 4654 | 1.36% |
| 17 | HARMONY GOLD MNG LTD | $3.3M | 212390 | 1.36% |
| 18 | IREN LIMITED | $2.8M | 83091 | 1.18% |
| 19 | STRATEGY INC | $2.8M | 22815 | 1.18% |
| 20 | COREWEAVE INC | $2.8M | 35953 | 1.16% |
| 21 | ISHARES SILVER TR | $2.7M | 39537 | 1.12% |
| 22 | NEWMONT CORP | $2.6M | 24112 | 1.08% |
| 23 | COINBASE GLOBAL INC | $2.6M | 14932 | 1.08% |
| 24 | ORACLE CORP | $2.6M | 17618 | 1.08% |
| 25 | TAIWAN SEMICONDUCTOR MANUFAC | $2.6M | 7655 | 1.07% |
| 26 | AST SPACEMOBILE INC | $2.6M | 31087 | 1.07% |
| 27 | AMAZON COM INC | $2.5M | 12048 | 1.04% |
| 28 | GOLDMAN SACHS GROUP INC | $2.3M | 2675 | 0.94% |
| 29 | IONQ INC | $2.1M | 74267 | 0.89% |
| 30 | SPDR GOLD TR | $1.8M | 4244 | 0.76% |
| 31 | VISTA ENERGY S.A.B. DE C.V. | $1.8M | 24079 | 0.75% |
| 32 | APPLOVIN CORP | $1.8M | 4557 | 0.75% |
| 33 | CIRCLE INTERNET GROUP INC | $1.8M | 19003 | 0.75% |
| 34 | INTEL CORP | $1.7M | 38223 | 0.70% |
| 35 | ELI LILLY & CO | $1.7M | 1832 | 0.70% |
| 36 | PETROLEO BRASILEIRO S A | $1.7M | 80473 | 0.69% |
| 37 | ADVANCED MICRO DEVICES INC | $1.6M | 8020 | 0.68% |
| 38 | ARM HOLDINGS PLC | $1.6M | 10667 | 0.67% |
| 39 | APPLE INC | $1.6M | 6125 | 0.65% |
| 40 | ISHARES TR | $1.5M | 17495 | 0.63% |
| 41 | CLOUDFLARE INC | $1.5M | 7259 | 0.62% |
| 42 | CREDO TECHNOLOGY GROUP HOLDI | $1.4M | 15068 | 0.59% |
| 43 | ADOBE INC | $1.4M | 5611 | 0.57% |
| 44 | OCCIDENTAL PETE CORP | $1.2M | 18278 | 0.49% |
| 45 | JOBY AVIATION INC | $1.1M | 137773 | 0.47% |
| 46 | PFIZER INC | $1.1M | 40243 | 0.47% |
| 47 | QUALCOMM INC | $1.1M | 8236 | 0.44% |
| 48 | NOVO-NORDISK A S | $1.0M | 28428 | 0.43% |
| 49 | ASTERA LABS INC | $1.0M | 9355 | 0.43% |
| 50 | OKLO INC | $1.0M | 20482 | 0.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.