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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | $87.4M | 219684 | 18.71% |
| 2 | COREWEAVE INC | $69.5M | 896762 | 14.87% |
| 3 | NVIDIA CORPORATION | $48.8M | 280000 | 10.45% |
| 4 | NOKIA CORP | $47.9M | 5960932 | 10.26% |
| 5 | VANECK ETF TRUST | $43.9M | 478146 | 9.39% |
| 6 | VANECK ETF TRUST | $41.0M | 341365 | 8.77% |
| 7 | INTEL CORP | $35.8M | 811115 | 7.66% |
| 8 | EQT CORP | $30.1M | 472600 | 6.44% |
| 9 | VEON LTD | $25.8M | 557612 | 5.53% |
| 10 | DOLE PLC | $19.4M | 1355823 | 4.15% |
| 11 | FUTU HLDGS LTD | $12.3M | 90000 | 2.63% |
| 12 | MARATHON PETE CORP | $5.3M | 21805 | 1.14% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.