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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG | $113.6M | 336000 | 18.26% |
| 2 | META PLATFORMS INC | $108.1M | 189000 | 17.39% |
| 3 | ALPHABET INC | $84.6M | 295000 | 13.61% |
| 4 | ALPHABET INC | $66.1M | 230000 | 10.63% |
| 5 | NVIDIA CORP | $54.9M | 315000 | 8.83% |
| 6 | MICRON TECHNOLOGY INC | $36.1M | 107000 | 5.81% |
| 7 | TRIP COM GROUP LTD | $32.9M | 660000 | 5.28% |
| 8 | DOORDASH INC | $31.5M | 210000 | 5.07% |
| 9 | ROBINHOOD MARKETS INC | $25.4M | 367000 | 4.09% |
| 10 | PDD HOLDINGS INC | $15.3M | 150000 | 2.46% |
| 11 | LUMENTUM HOLDINGS INC | $14.1M | 20000 | 2.26% |
| 12 | FUTU HLDGS LTD | $13.7M | 100000 | 2.20% |
| 13 | ROBLOX CORP | $11.3M | 200000 | 1.82% |
| 14 | ON HLDG AG | $10.2M | 300000 | 1.64% |
| 15 | KANZHUN LTD | $4.0M | 300000 | 0.65% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.