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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $56.9M | 326370 | 20.93% |
| 2 | PDD HOLDINGS INC | $50.9M | 497860 | 18.71% |
| 3 | CIRCLE INTERNET GROUP INC | $42.3M | 443713 | 15.57% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $32.7M | 96680 | 12.01% |
| 5 | PETROLEO BRASILEIRO S A | $17.7M | 852338 | 6.50% |
| 6 | LUMENTUM HLDGS INC | $13.5M | 19150 | 4.95% |
| 7 | BROADCOM INC | $10.6M | 34360 | 3.91% |
| 8 | YUANBAO INC | $9.4M | 533837 | 3.46% |
| 9 | ALPHABET INC | $9.1M | 31720 | 3.35% |
| 10 | META PLATFORMS CL A ORD | $4.9M | 8550 | 1.80% |
| 11 | FUTU HLDGS LTD | $4.0M | 29330 | 1.47% |
| 12 | VERTIV HOLDINGS CO | $3.2M | 12605 | 1.16% |
| 13 | MICRON TECHNOLOTY INC | $2.8M | 8310 | 1.03% |
| 14 | SANDISK CORP | $2.7M | 4290 | 1.00% |
| 15 | ADVANCED MICRO DEVICES INC | $2.1M | 10480 | 0.78% |
| 16 | ROBLOX CORP | $1.7M | 30000 | 0.62% |
| 17 | PALANTIR TECHNOLOGIES INC | $1.5M | 10400 | 0.56% |
| 18 | TERADYNE INC | $1.5M | 5000 | 0.54% |
| 19 | AMPHENOL CORP | $1.5M | 11650 | 0.54% |
| 20 | ELI LILLY & CO | $920K | 1000 | 0.34% |
| 21 | EQUINIX INC | $262K | 267 | 0.10% |
| 22 | PULTE GROUP INC | $231K | 1960 | 0.08% |
| 23 | DIGITAL RLTY TR INC | $229K | 1268 | 0.08% |
| 24 | HOST HOTELS & RESORTS INC | $218K | 11395 | 0.08% |
| 25 | ISHARES BITCOIN TRUST ETF | $153K | 3993 | 0.06% |
| 26 | D R HORTON INC | $148K | 1077 | 0.05% |
| 27 | ISHARES ETHEREUM TR | $118K | 7450 | 0.04% |
| 28 | APPLOVIN CORP | $110K | 277 | 0.04% |
| 29 | AMERICOLD REALTY TRUST INC | $100K | 8730 | 0.04% |
| 30 | WELLTOWER INC | $89K | 449 | 0.03% |
| 31 | BITMINE IMMERSION TECNOLOGIE | $87K | 4400 | 0.03% |
| 32 | AMERICAN HEALTHCARE REIT INC | $74K | 1575 | 0.03% |
| 33 | VICI PPTYS INC | $63K | 2296 | 0.02% |
| 34 | KE HLDGS INC | $60K | 4000 | 0.02% |
| 35 | IRON MTN INC DEL | $46K | 455 | 0.02% |
| 36 | VENTAS INC | $41K | 500 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.