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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORPCALL | $37.8M | 102000 | 12.61% |
| 2 | LULULEMON ATHLETICA INC | $13.3M | 87000 | 4.45% |
| 3 | REDDIT INC | $13.3M | 98500 | 4.43% |
| 4 | AMAZON COM INC | $12.3M | 59000 | 4.10% |
| 5 | MICROSOFT CORP | $11.1M | 29902 | 3.70% |
| 6 | AFFIRM HLDGS INC | $10.7M | 233368 | 3.57% |
| 7 | SELECT SECTOR SPDR TRPUT | $10.4M | 170000 | 3.48% |
| 8 | MERCADOLIBRE INC | $9.9M | 5750 | 3.32% |
| 9 | BOEING CO | $7.4M | 37000 | 2.46% |
| 10 | LULULEMON ATHLETICA INCCALL | $7.0M | 46000 | 2.35% |
| 11 | DAVE INC | $6.9M | 39386 | 2.29% |
| 12 | ORACLE CORPPUT | $6.7M | 45500 | 2.24% |
| 13 | COMPASS INC | $6.3M | 868462 | 2.12% |
| 14 | ISHARES TRCALL | $6.1M | 70000 | 2.03% |
| 15 | DUOLINGO INC | $5.9M | 60000 | 1.98% |
| 16 | SEA LTD | $5.8M | 69713 | 1.93% |
| 17 | BROADCOM INC | $5.7M | 18500 | 1.91% |
| 18 | DUOLINGO INCCALL | $5.7M | 57500 | 1.89% |
| 19 | CIRCLE INTERNET GROUP INC | $5.5M | 57200 | 1.82% |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | $5.0M | 14900 | 1.68% |
| 21 | WIX COM LTD | $4.2M | 46575 | 1.40% |
| 22 | AFFIRM HLDGS INCCALL | $4.0M | 87100 | 1.33% |
| 23 | VANECK ETF TRUSTPUT | $3.8M | 10000 | 1.28% |
| 24 | RIVIAN AUTOMOTIVE INC | $3.4M | 225436 | 1.13% |
| 25 | HIMS & HERS HEALTH INC | $3.3M | 158509 | 1.10% |
| 26 | PROLOGIS INC. | $3.3M | 24900 | 1.10% |
| 27 | TESLA INCPUT | $3.0M | 8000 | 0.99% |
| 28 | ISHARES TRPUT | $2.8M | 35000 | 0.93% |
| 29 | FIDELITY WISE ORIGIN BITCOIN | $2.8M | 47000 | 0.93% |
| 30 | APPLE INC | $2.7M | 10700 | 0.91% |
| 31 | NIKE INCPUT | $2.6M | 50100 | 0.88% |
| 32 | SANDISK CORPPUT | $2.5M | 4000 | 0.85% |
| 33 | OCCIDENTAL PETE CORPPUT | $2.5M | 38000 | 0.83% |
| 34 | LPL FINL HLDGS INC | $2.4M | 8000 | 0.80% |
| 35 | RIVIAN AUTOMOTIVE INCCALL | $2.4M | 157000 | 0.79% |
| 36 | JPMORGAN CHASE & CO | $2.4M | 8000 | 0.79% |
| 37 | SHOPIFY INC | $2.2M | 18595 | 0.74% |
| 38 | NVIDIA CORPORATION | $2.2M | 12500 | 0.73% |
| 39 | VISA INCPUT | $2.1M | 7000 | 0.71% |
| 40 | VENTURE GLOBAL INC | $1.9M | 122492 | 0.64% |
| 41 | CREDO TECHNOLOGY GROUP HOLDI | $1.9M | 20221 | 0.63% |
| 42 | KKR & CO INCPUT | $1.9M | 20400 | 0.63% |
| 43 | MICRON TECHNOLOGY INC | $1.5M | 4500 | 0.51% |
| 44 | SEA LTDCALL | $1.5M | 18000 | 0.50% |
| 45 | FIGMA INC | $1.5M | 70169 | 0.50% |
| 46 | LUMENTUM HLDGS INCPUT | $1.5M | 2100 | 0.49% |
| 47 | ISHARES TRCALL | $1.4M | 18000 | 0.48% |
| 48 | STATE STR SPDR S&P 500 ETF TPUT | $1.4M | 2200 | 0.48% |
| 49 | ALIBABA GROUP HLDG LTD | $1.4M | 11000 | 0.46% |
| 50 | WESTERN DIGITAL CORPPUT | $1.4M | 5000 | 0.45% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.