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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $8.7M | 86000 | 9.82% |
| 2 | AMAZON COM INC | $8.3M | 39950 | 9.44% |
| 3 | MICROSOFT CORP | $7.3M | 19664 | 8.26% |
| 4 | PROSHARES TR | $6.3M | 151750 | 7.18% |
| 5 | UBER TECHNOLOGIES INC | $5.5M | 76453 | 6.24% |
| 6 | NETFLIX INC | $5.1M | 52620 | 5.74% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | $4.9M | 14410 | 5.53% |
| 8 | BROADCOM INC | $4.6M | 14725 | 5.17% |
| 9 | SALESFORCE INC | $3.9M | 20845 | 4.41% |
| 10 | PALO ALTO NETWORKS INC | $3.2M | 19800 | 3.60% |
| 11 | ALIBABA GROUP HLDG LTD | $3.1M | 24850 | 3.54% |
| 12 | QUALCOMM INC | $3.0M | 23360 | 3.41% |
| 13 | NVIDIA CORPORATION | $3.0M | 17150 | 3.39% |
| 14 | MERCADOLIBRE INC | $2.9M | 1688 | 3.31% |
| 15 | ALPHABET INC | $2.7M | 9407 | 3.07% |
| 16 | META PLATFORMS INC | $2.3M | 4055 | 2.63% |
| 17 | ADOBE INC | $2.0M | 8080 | 2.23% |
| 18 | PINTEREST INC | $1.7M | 92700 | 1.93% |
| 19 | LYFT INC | $1.4M | 104710 | 1.58% |
| 20 | ORACLE CORP | $1.3M | 9050 | 1.51% |
| 21 | JD.COM INC | $1.2M | 40750 | 1.37% |
| 22 | FIRST SOLAR INC | $1.1M | 5670 | 1.27% |
| 23 | AIRBNB INC | $855K | 6770 | 0.97% |
| 24 | THE TRADE DESK INC | $835K | 36800 | 0.95% |
| 25 | SYNOPSYS INC | $833K | 2100 | 0.95% |
| 26 | PAYPAL HLDGS INC | $784K | 17333 | 0.89% |
| 27 | SHIFT4 PMTS INC | $555K | 12700 | 0.63% |
| 28 | FISERV INC | $443K | 7940 | 0.50% |
| 29 | ATLASSIAN CORPORATION | $425K | 6230 | 0.48% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.