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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | IREN LIMITED | $223.7M | 6527102 | 10.79% |
| 2 | AMAZON COM INC | $161.8M | 776646 | 7.80% |
| 3 | ALPHABET INC | $135.8M | 472130 | 6.55% |
| 4 | AMAZON COM INCCALL | $130.5M | 626400 | 6.29% |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $113.3M | 335279 | 5.47% |
| 6 | MICRON TECHNOLOGY INC | $103.7M | 306829 | 5.00% |
| 7 | ADVANCED MICRO DEVICES INC | $93.0M | 457294 | 4.49% |
| 8 | HINGE HEALTH INC | $89.1M | 2309797 | 4.30% |
| 9 | HUT 8 CORP | $88.7M | 1890159 | 4.28% |
| 10 | NVIDIA CORPORATION | $85.6M | 490996 | 4.13% |
| 11 | FIGURE TECHNOLOGY SOLUTIO | $84.9M | 2500125 | 4.09% |
| 12 | OSCAR HEALTH INC | $72.5M | 6321421 | 3.50% |
| 13 | INTEL CORP | $66.1M | 1496894 | 3.19% |
| 14 | FREEPORT MCMORAN INC | $55.3M | 940345 | 2.67% |
| 15 | STRATEGY INCCALL | $53.6M | 429700 | 2.59% |
| 16 | LEMONADE INC | $36.6M | 583796 | 1.77% |
| 17 | TERAWULF INC | $35.4M | 2454054 | 1.71% |
| 18 | BLOOM ENERGY CORP | $34.4M | 254089 | 1.66% |
| 19 | SUNRUN INC | $31.0M | 2286978 | 1.50% |
| 20 | NOKIA CORP | $27.3M | 3396313 | 1.32% |
| 21 | TOWER SEMICONDUCTOR LTD | $27.0M | 153660 | 1.30% |
| 22 | MICRON TECHNOLOGY INCCALL | $22.7M | 67200 | 1.10% |
| 23 | BITMINE IMMERSION TECNOLOGIE | $20.5M | 1035541 | 0.99% |
| 24 | COMPASS PATHWAYS PLC | $19.3M | 3491234 | 0.93% |
| 25 | ALBEMARLE CORP | $17.2M | 95571 | 0.83% |
| 26 | SOCIEDAD QUIMICA Y MINERA DE | $16.7M | 205972 | 0.80% |
| 27 | BITMINE IMMERSION TECNOLOGIECALL | $14.8M | 750000 | 0.72% |
| 28 | LUMENTUM HLDGS INC | $14.4M | 20433 | 0.69% |
| 29 | MICROSOFT CORPCALL | $13.9M | 37500 | 0.67% |
| 30 | STRATEGY INC | $13.3M | 106284 | 0.64% |
| 31 | ADVANCED MICRO DEVICES INCCALL | $11.8M | 58000 | 0.57% |
| 32 | KASPI KZ JSC | $11.6M | 156848 | 0.56% |
| 33 | BITFARMS LTD | $11.2M | 5719277 | 0.54% |
| 34 | RIOT PLATFORMS INC | $10.1M | 813835 | 0.49% |
| 35 | META PLATFORMS INCCALL | $9.4M | 16500 | 0.46% |
| 36 | APPLIED DIGITAL CORP | $9.4M | 396082 | 0.45% |
| 37 | PERCEPTIVE CAP SOLUTIONS COR | $8.1M | 740264 | 0.39% |
| 38 | COINBASE GLOBAL INC | $7.7M | 44189 | 0.37% |
| 39 | CIPHER DIGITAL INC | $7.7M | 597819 | 0.37% |
| 40 | ALPHABET INCCALL | $7.1M | 24800 | 0.34% |
| 41 | IREN LIMITEDCALL | $6.4M | 186000 | 0.31% |
| 42 | ROBINHOOD MKTS INC | $6.0M | 87210 | 0.29% |
| 43 | DEFINIUM THERAPEUTICS INC | $5.2M | 277511 | 0.25% |
| 44 | GRINDR INC | $5.1M | 417800 | 0.24% |
| 45 | BITDEER TECHNOLOGIES GROUP | $4.9M | 561392 | 0.23% |
| 46 | GALAXY DIGITAL INC. | $4.3M | 230802 | 0.21% |
| 47 | META PLATFORMS INC | $4.0M | 6949 | 0.19% |
| 48 | AGNICO EAGLE MINES LTD | $3.9M | 18988 | 0.19% |
| 49 | TAIWAN SEMICONDUCTOR MANUFACCALL | $3.7M | 11000 | 0.18% |
| 50 | NAVAN INC | $3.0M | 229803 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.