Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $480,704,580 | 2,402,442 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $409,213,419 | 1,668,352 | SH | None |
| AMAZON COM INC | AMZN | COM | $401,419,613 | 1,684,231 | SH | None |
| NETFLIX INC. | NFLX | COM | $285,544,015 | 3,999,216 | SH | None |
| QUANTA SVCS INC | PWR | COM | $272,243,884 | 378,096 | SH | None |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $240,482,208 | 870,776 | SH | None |
| TESLA INC | TSLA | COM | $239,430,483 | 569,259 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $232,756,807 | 201,645 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $209,568,947 | 1,835,426 | SH | None |
| META PLATFORMS INC | META | CL A | $194,545,250 | 345,373 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $192,481,269 | 538,605 | SH | None |
| SITIME CORP | SITM | COM | $179,331,038 | 240,532 | SH | None |
| ENPHASE ENERGY INC | ENPH | COM | $171,304,040 | 3,478,961 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $163,620,221 | 461,461 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $161,564,789 | 406,268 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $152,219,864 | 430,815 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $146,398,571 | 1,459,898 | SH | None |
| SHARKNINJA INC | SN | COM SHS | $142,408,690 | 935,238 | SH | None |
| NATERA INC | NTRA | COM | $135,199,396 | 498,064 | SH | None |
| EMBRAER S.A. | EMBJ | SPONSORED ADS | $133,862,225 | 2,098,154 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $129,668,724 | 763,296 | SH | None |
| INTEL CORP | INTC | COM | $121,998,501 | 873,727 | SH | None |
| TOWER SEMICONDUCTOR LTD | TSEM | SHS NEW | $120,941,652 | 464,018 | SH | None |
| TOAST INC | TOST | CL A | $110,085,743 | 3,957,072 | SH | None |
| TKO GROUP HOLDINGS INC | TKO | CL A | $108,191,644 | 537,438 | SH | None |
| BBB FOODS INC | TBBB | CL A COM | $104,909,017 | 2,517,615 | SH | None |
| SPHERE ENTERTAINMENT CO | SPHR | CL A | $96,506,098 | 557,742 | SH | None |
| NEW YORK TIMES CO MTN BE | NYT | CL A | $93,732,996 | 1,339,426 | SH | None |
| ECHOSTAR CORP | ECHO | CL A | $92,667,572 | 912,981 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $90,364,389 | 53,237 | SH | None |
| AFFIRM HLDGS INC | AFRM | COM CL A | $90,364,169 | 1,108,083 | SH | None |
| QXO INC | QXO | COM NEW | $82,744,243 | 4,788,440 | SH | None |
| XOMETRY INC | XMTR | CLASS A COM | $82,731,732 | 857,146 | SH | None |
| ALNYLAM PHARMACEUTICALS INC | ALNY | COM | $80,992,374 | 269,051 | SH | None |
| ACM RESH INC | ACMR | COM CL A | $80,836,290 | 637,058 | SH | None |
| MDA SPACE LTD | MDA | COM | $69,317,128 | 1,679,194 | SH | None |
| SIRIUSPOINT LTD | SPNT | COM | $68,752,176 | 2,864,674 | SH | None |
| AIRBNB INC | ABNB | COM CL A | $68,643,353 | 479,688 | SH | None |
| GAP INC | GAP | COM | $68,382,922 | 3,660,756 | SH | None |
| ELBIT SYS LTD | ESLT | ORD | $66,499,532 | 87,647 | SH | None |
| DOORDASH INC | DASH | CL A | $66,328,017 | 359,443 | SH | None |
| PORCH GROUP INC | PRCH | COM | $65,905,130 | 4,381,990 | SH | None |
| FRANCO NEV CORP | FNV | COM | $64,760,849 | 310,693 | SH | None |
| REDDIT INC | RDDT | CL A | $63,584,611 | 366,313 | SH | None |
| RIVIAN AUTOMOTIVE INC | RIVN | COM CL A | $62,287,940 | 3,590,083 | SH | None |
| RTX CORPORATION | RTX | COM | $59,284,933 | 312,470 | SH | None |
| NLIGHT INC | LASR | COM | $58,550,072 | 840,995 | SH | None |
| DUOLINGO INC | DUOL | CL A COM | $57,779,605 | 502,344 | SH | None |
| BOOT BARN HLDGS INC | BOOT | COM | $56,578,202 | 344,422 | SH | None |
| LPL FINL HLDGS INC | LPLA | COM | $54,374,662 | 193,037 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.