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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $30.4M | 120008 | 21.12% |
| 2 | NVIDIA CORPORATION | $30.4M | 174132 | 21.08% |
| 3 | BROADCOM INC | $23.7M | 76508 | 16.44% |
| 4 | ALPHABET INC | $9.7M | 33852 | 6.76% |
| 5 | AMAZON COM INC | $5.6M | 26913 | 3.89% |
| 6 | J P MORGAN EXCHANGE TRADED F | $4.5M | 79345 | 3.12% |
| 7 | APPLOVIN CORP | $4.5M | 11272 | 3.11% |
| 8 | ADVANCED MICRO DEVICES INC | $4.3M | 21070 | 2.98% |
| 9 | MERCADOLIBRE INC | $4.1M | 2347 | 2.82% |
| 10 | MICROSOFT CORP | $3.8M | 10341 | 2.66% |
| 11 | STATE STR SPDR S&P 500 ETF T | $3.4M | 5209 | 2.35% |
| 12 | META PLATFORMS INC | $2.5M | 4290 | 1.70% |
| 13 | ASTERA LABS INC | $2.4M | 21600 | 1.64% |
| 14 | RH | $2.3M | 16400 | 1.59% |
| 15 | CROWDSTRIKE HLDGS INC | $1.6M | 4125 | 1.12% |
| 16 | NETFLIX INC. | $1.5M | 15610 | 1.04% |
| 17 | SUPER MICRO COMPUTER INC | $1.5M | 64775 | 1.02% |
| 18 | PFIZER INC | $1.4M | 48481 | 0.94% |
| 19 | THE TRADE DESK INC | $936K | 41255 | 0.65% |
| 20 | TESLA INC | $859K | 2310 | 0.60% |
| 21 | SELECT SECTOR SPDR TR | $760K | 5717 | 0.53% |
| 22 | REDDIT INC | $738K | 5480 | 0.51% |
| 23 | VANGUARD INDEX FDS | $602K | 1377 | 0.42% |
| 24 | NOVA LTD | $467K | 1075 | 0.32% |
| 25 | TAIWAN SEMICONDUCTOR MANUFAC | $430K | 1273 | 0.30% |
| 26 | CELESTICA INC | $380K | 1350 | 0.26% |
| 27 | UPSTART HLDGS INC | $372K | 14510 | 0.26% |
| 28 | GE VERNOVA INC | $306K | 350 | 0.21% |
| 29 | JPMORGAN CHASE & CO | $276K | 937 | 0.19% |
| 30 | ISHARES TR | $242K | 2400 | 0.17% |
| 31 | MICRON TECHNOLOGY INC | $215K | 637 | 0.15% |
| 32 | AMAZON COM INCCALL | $62K | 300 | 0.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.