Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NAVAN INC | $77.8M | 5874257 | 33.39% |
| 2 | ROBINHOOD MKTS INC | $72.8M | 1049802 | 31.23% |
| 3 | BILLIONTOONE INC | $18.4M | 233333 | 7.91% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | $13.6M | 40383 | 5.86% |
| 5 | LAM RESEARCH CORP | $12.5M | 58345 | 5.35% |
| 6 | COHERENT CORP | $10.4M | 43744 | 4.47% |
| 7 | ON SEMICONDUCTOR CORP | $7.9M | 127709 | 3.39% |
| 8 | ARISTA NETWORKS INC | $4.1M | 33038 | 1.74% |
| 9 | LATTICE SEMICONDUCTOR CORP | $3.0M | 32598 | 1.30% |
| 10 | SYNOPSYS INC | $3.0M | 7442 | 1.27% |
| 11 | BLOOM ENERGY CORP | $2.5M | 18806 | 1.09% |
| 12 | BICARA THERAPEUTICS INC | $2.3M | 113780 | 0.97% |
| 13 | BROADCOM INC | $1.5M | 4927 | 0.65% |
| 14 | PROCORE TECHNOLOGIES INC | $1.5M | 26649 | 0.65% |
| 15 | NVIDIA CORPORATION | $1.5M | 8418 | 0.63% |
| 16 | CHIME FINL INC | $222K | 11878 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.