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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | $11.0M | 75490 | 9.72% |
| 2 | ALPHABET INC | $8.7M | 30215 | 7.65% |
| 3 | NVIDIA CORPORATION | $8.4M | 48076 | 7.38% |
| 4 | TECHNIPFMC PLC | $8.3M | 119679 | 7.28% |
| 5 | MICRON TECHNOLOGY INC | $5.6M | 16654 | 4.95% |
| 6 | SPDR GOLD TR | $5.4M | 12502 | 4.73% |
| 7 | MARVELL TECHNOLOGY INC | $4.9M | 49040 | 4.27% |
| 8 | AMAZON COM INC | $4.7M | 22773 | 4.17% |
| 9 | GE VERNOVA INC | $4.1M | 4753 | 3.65% |
| 10 | MICROSOFT CORP | $4.0M | 10671 | 3.48% |
| 11 | BROADCOM INC | $3.8M | 12408 | 3.38% |
| 12 | ISHARES BITCOIN TRUST ETF | $3.5M | 91154 | 3.08% |
| 13 | SLB LIMITED | $3.3M | 64467 | 2.92% |
| 14 | LIBERTY ENERGY INC | $3.3M | 114897 | 2.91% |
| 15 | META PLATFORMS INC | $3.1M | 5427 | 2.73% |
| 16 | COMFORT SYS USA INC | $2.7M | 1927 | 2.34% |
| 17 | ARISTA NETWORKS INC | $2.3M | 19009 | 2.05% |
| 18 | APPLE INC | $1.9M | 7649 | 1.71% |
| 19 | TESLA INC | $1.7M | 4448 | 1.46% |
| 20 | COREWEAVE INC | $1.6M | 20391 | 1.39% |
| 21 | ISHARES TR | $1.6M | 14051 | 1.36% |
| 22 | CONSTELLATION ENERGY CORP | $1.5M | 5380 | 1.32% |
| 23 | BLOOM ENERGY CORP | $1.4M | 10693 | 1.28% |
| 24 | DECKERS OUTDOOR CORP | $1.3M | 12629 | 1.11% |
| 25 | MAGNOLIA OIL & GAS CORP | $1.2M | 39039 | 1.08% |
| 26 | SEAGATE TECHNOLOGY HLDNGS PL | $1.2M | 3076 | 1.06% |
| 27 | ADVANCED MICRO DEVICES INC | $1.2M | 5728 | 1.03% |
| 28 | SOUTHERN COPPER CORP | $1.1M | 6307 | 0.95% |
| 29 | STATE STR SPDR S&P 500 ETF T | $983K | 1511 | 0.87% |
| 30 | COHERENT CORP | $958K | 4022 | 0.84% |
| 31 | WESTERN DIGITAL CORP | $946K | 3496 | 0.83% |
| 32 | AXON ENTERPRISE INC | $728K | 1714 | 0.64% |
| 33 | MERCADOLIBRE INC | $692K | 400 | 0.61% |
| 34 | CHEVRON CORPORATION | $595K | 2877 | 0.52% |
| 35 | CIPHER DIGITAL INC | $557K | 43262 | 0.49% |
| 36 | LUMENTUM HLDGS INC | $542K | 771 | 0.48% |
| 37 | 3M CO | $538K | 3706 | 0.47% |
| 38 | IREN LIMITED | $523K | 15245 | 0.46% |
| 39 | OWENS CORNING NEW | $501K | 4626 | 0.44% |
| 40 | VERTIV HOLDINGS CO | $432K | 1723 | 0.38% |
| 41 | ROCKET LAB CORP | $381K | 5928 | 0.34% |
| 42 | VANECK ETF TRUST | $372K | 971 | 0.33% |
| 43 | ISHARES ETHEREUM TR | $299K | 18871 | 0.26% |
| 44 | JOHNSON CONTROLS INTERNATION | $267K | 2038 | 0.23% |
| 45 | EXXON MOBIL CORP | $257K | 1512 | 0.23% |
| 46 | BITWISE BITCOIN ETF TR | $255K | 6917 | 0.22% |
| 47 | CROWDSTRIKE HLDGS INC | $235K | 602 | 0.21% |
| 48 | EZCORP INC | $226K | 8893 | 0.20% |
| 49 | ONDAS INC | $180K | 19910 | 0.16% |
| 50 | RED CAT HLDGS INC | $135K | 10278 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.