Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $205,935,629 | 1,029,215 | SH | None |
| ASTERA LABS INC | ALAB | COM | $168,388,983 | 348,617 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $141,800,128 | 396,788 | SH | None |
| META PLATFORMS INC | META | CL A | $97,133,164 | 172,439 | SH | None |
| APPLOVIN CORP | APP | COM CL A | $85,858,958 | 166,642 | SH | None |
| NATERA INC | NTRA | COM | $80,411,091 | 296,228 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $77,269,751 | 770,540 | SH | None |
| VEEVA SYS INC | VEEV | CL A COM | $68,804,764 | 387,698 | SH | None |
| REDDIT INC | RDDT | CL A | $60,414,519 | 348,050 | SH | None |
| AFFIRM HLDGS INC | AFRM | COM CL A | $57,416,501 | 704,065 | SH | None |
| AXON ENTERPRISE INC | AXON | COM | $56,595,822 | 100,954 | SH | None |
| ROCKET LAB CORP | RKLB | COM | $54,310,172 | 534,286 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $50,286,179 | 296,010 | SH | None |
| MONGODB INC | MDB | CL A | $49,689,015 | 147,928 | SH | None |
| ROKU INC | ROKU | COM CL A | $47,005,312 | 340,273 | SH | None |
| TEMPUS AI INC | TEM | CL A | $44,647,057 | 770,707 | SH | None |
| DOORDASH INC | DASH | CL A | $44,363,964 | 240,416 | SH | None |
| EXELIXIS INC | EXEL | COM | $41,061,268 | 754,664 | SH | None |
| VIRTU FINL INC | VIRT | CL A | $40,427,657 | 678,658 | SH | None |
| DRAFTKINGS INC NEW | DKNG | COM CL A | $39,246,235 | 1,553,691 | SH | None |
| MONOLITHIC PWR SYS INC | MPWR | COM | $38,390,902 | 27,772 | SH | None |
| TOAST INC | TOST | CL A | $37,232,563 | 1,338,338 | SH | None |
| MEDPACE HLDGS INC | MEDP | COM | $36,244,610 | 68,439 | SH | None |
| TESLA INC | TSLA | COM | $35,461,627 | 84,312 | SH | None |
| PEGASYSTEMS INC | PEGA | COM | $33,966,829 | 1,133,361 | SH | None |
| RESMED INC | RMD | COM | $29,529,192 | 151,525 | SH | None |
| GLOBUS MED INC | GMED | CL A | $29,246,895 | 370,167 | SH | None |
| UBIQUITI INC | UI | COM | $20,029,863 | 37,507 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $12,153,747 | 104,172 | 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. 0 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.