Disclosed positions
| TESLA INC | TSLA | COM | $516,554,843 | 1,228,138 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $493,296,394 | 1,380,352 | SH | None |
| AMAZON COM INC | AMZN | COM | $292,573,075 | 1,227,545 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $273,168,017 | 137,309 | SH | None |
| META PLATFORMS INC | META | CL A | $267,502,478 | 474,893 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $254,161,121 | 1,270,234 | SH | None |
| BLOCK INC | XYZ | CL A | $203,896,904 | 2,682,854 | SH | None |
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $201,136,905 | 1,177,203 | SH | None |
| MICROSOFT CORP | MSFT | COM | $195,561,330 | 524,265 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $188,394,033 | 531,331 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $166,758,757 | 419,329 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $129,676,372 | 1,111,480 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $126,219,841 | 264,296 | SH | None |
| AXON ENTERPRISE INC | AXON | COM | $119,695,280 | 213,509 | SH | None |
| VISA INC | V | COM CL A | $88,280,145 | 257,309 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $72,981,019 | 142,097 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $64,324,788 | 68,762 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $49,459,779 | 107,725 | SH | None |
| DUTCH BROS INC | BROS | CL A | $42,945,540 | 598,044 | SH | None |
| SERVICENOW INC | NOW | COM | $27,296,639 | 274,946 | 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.