Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | QUALCOMM INC | $56.4M | 442890 | 23.64% |
| 2 | SERVICENOW INC | $17.6M | 166455 | 7.40% |
| 3 | ADVANCED MICRO DEVICES INC | $15.4M | 76746 | 6.47% |
| 4 | PFIZER INC | $9.3M | 332667 | 3.92% |
| 5 | AMERICAN EXPRESS CO | $9.0M | 29956 | 3.76% |
| 6 | ORACLE CORP | $8.5M | 59872 | 3.58% |
| 7 | DIREXION SHARES ETF TRUST | $7.4M | 64270 | 3.09% |
| 8 | AMAZON COM INC | $7.2M | 34807 | 3.01% |
| 9 | SHOPIFY INC | $6.8M | 59219 | 2.87% |
| 10 | ELI LILLY & CO | $4.8M | 5247 | 2.02% |
| 11 | SALESFORCE INC | $4.6M | 24440 | 1.91% |
| 12 | WASTE MGMT INC DEL | $3.9M | 16915 | 1.62% |
| 13 | LAM RESEARCH CORP | $3.7M | 17900 | 1.56% |
| 14 | MICROSOFT CORP | $3.7M | 10027 | 1.54% |
| 15 | PALANTIR TECHNOLOGIES INC | $3.5M | 24835 | 1.48% |
| 16 | BOSTON SCIENTIFIC CORP | $3.3M | 52698 | 1.39% |
| 17 | NVIDIA CORPORATION | $3.0M | 17468 | 1.25% |
| 18 | COSTCO WHOLESALE CORPORATION | $2.9M | 2946 | 1.22% |
| 19 | SCHWAB STRATEGIC TR | $2.6M | 103690 | 1.11% |
| 20 | WILLIAMS COS INC | $2.4M | 32343 | 0.99% |
| 21 | APPLE INC | $2.3M | 9069 | 0.95% |
| 22 | VERIZON COMMUNICATIONS INC | $2.1M | 42687 | 0.89% |
| 23 | VERTEX PHARMACEUTICALS INC | $2.1M | 4710 | 0.87% |
| 24 | NOVO-NORDISK A S | $2.0M | 55783 | 0.84% |
| 25 | FIGMA INC | $2.0M | 94880 | 0.83% |
| 26 | UBER TECHNOLOGIES INC | $2.0M | 28022 | 0.83% |
| 27 | SOFI TECHNOLOGIES INC | $2.0M | 126027 | 0.83% |
| 28 | BANK AMERICA CORP | $1.9M | 39651 | 0.80% |
| 29 | UNITY SOFTWARE INC | $1.7M | 78683 | 0.72% |
| 30 | MARVELL TECHNOLOGY INC | $1.7M | 17518 | 0.69% |
| 31 | TEMPUS AI INC | $1.6M | 37415 | 0.69% |
| 32 | THE TRADE DESK INC | $1.5M | 67452 | 0.64% |
| 33 | VERICEL CORP | $1.4M | 44683 | 0.60% |
| 34 | STATE STR SPDR S&P 500 ETF T | $1.3M | 2033 | 0.55% |
| 35 | MARRIOTT INTL INC NEW | $1.2M | 3835 | 0.52% |
| 36 | NAVITAS SEMICONDUCTOR CORP | $1.2M | 150205 | 0.51% |
| 37 | AKAMAI TECHNOLOGIES INC | $1.1M | 10211 | 0.48% |
| 38 | SHOALS TECHNOLOGIES GROUP IN | $1.1M | 175586 | 0.47% |
| 39 | UNITEDHEALTH GROUP INC | $971K | 3656 | 0.41% |
| 40 | DARDEN RESTAURANTS INC | $954K | 4905 | 0.40% |
| 41 | ABBVIE INC | $921K | 4253 | 0.39% |
| 42 | BOEING CO | $907K | 4683 | 0.38% |
| 43 | INTERNATIONAL BUSINESS MACHS | $892K | 3730 | 0.37% |
| 44 | SUPER MICRO COMPUTER INC | $886K | 40880 | 0.37% |
| 45 | INTELLIA THERAPEUTICS INC | $886K | 70547 | 0.37% |
| 46 | ISHARES TR | $857K | 1330 | 0.36% |
| 47 | SCHWAB CHARLES CORP | $857K | 9181 | 0.36% |
| 48 | SNOWFLAKE INC | $818K | 5430 | 0.34% |
| 49 | TWILIO INC | $771K | 6240 | 0.32% |
| 50 | BLOCK INC | $755K | 12820 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.