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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | $54.2M | 160500 | 21.77% |
| 2 | ADVANCED MICRO DEVICES INC | $39.2M | 192500 | 15.72% |
| 3 | MODERNA INC | $32.8M | 645000 | 13.15% |
| 4 | BILIBILI INC | $22.6M | 1000000 | 9.06% |
| 5 | COINBASE GLOBAL INC | $15.9M | 90800 | 6.37% |
| 6 | BROADCOM INC | $15.5M | 50000 | 6.21% |
| 7 | INTEL CORP | $15.4M | 350000 | 6.20% |
| 8 | NVIDIA CORPORATION | $14.0M | 80000 | 5.60% |
| 9 | PDD HOLDINGS INC | $7.7M | 75000 | 3.08% |
| 10 | PAYPAL HLDGS INC | $4.7M | 105000 | 1.91% |
| 11 | ISHARES BITCOIN TRUST ETF | $2.9M | 75000 | 1.16% |
| 12 | ALPHABET INC | $2.9M | 10000 | 1.15% |
| 13 | ORACLE CORP | $2.9M | 19500 | 1.15% |
| 14 | MOSAIC CO | $2.5M | 100000 | 1.02% |
| 15 | CROCS INC | $2.5M | 30600 | 1.02% |
| 16 | VIPSHOP HLDGS LTD | $2.1M | 132141 | 0.83% |
| 17 | COMCAST CORP NEW | $2.0M | 70000 | 0.81% |
| 18 | DUOLINGO INC | $2.0M | 20000 | 0.79% |
| 19 | XPENG INC | $1.8M | 105000 | 0.72% |
| 20 | DOCUSIGN INC | $1.4M | 30000 | 0.57% |
| 21 | ECHOSTAR CORP | $1.2M | 10000 | 0.47% |
| 22 | PETROLEO BRASILEIRO SA PETRO | $1.1M | 60000 | 0.45% |
| 23 | TEMPUS AI INC | $904K | 20000 | 0.36% |
| 24 | CIRCLE INTERNET GROUP INC | $477K | 5000 | 0.19% |
| 25 | DIAGEO PLC | $298K | 4000 | 0.12% |
| 26 | TESLA INC | $195K | 525 | 0.08% |
| 27 | CEA INDUSTRIES INC | $73K | 25000 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.