Disclosed positions
| TESLA INC | TSLA | COM | $58,833,107 | 139,879 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $54,797,337 | 114,742 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $51,942,068 | 89,415 | SH | None |
| AMAZON COM INC | AMZN | COM | $30,018,685 | 125,949 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $29,910,082 | 83,695 | SH | None |
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $29,441,057 | 172,311 | SH | None |
| MICROSOFT CORP | MSFT | COM | $28,994,845 | 77,730 | SH | None |
| DEERE & CO | DE | COM | $26,396,374 | 41,613 | SH | None |
| APPLE INC | AAPL | COM | $23,662,703 | 81,776 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $23,499,021 | 71,790 | SH | None |
| SHOPIFY INC COM | SHOP | NPV CL A | $21,812,262 | 191,034 | SH | None |
| CRISPR THERAPEUTICS AG | CRSP | NAMEN AKT | $20,833,789 | 381,991 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $20,408,694 | 57,761 | SH | None |
| TEMPUS AI INC | TEM | CL A | $20,333,256 | 350,997 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $20,181,110 | 172,976 | SH | None |
| TWIST BIOSCIENCE CORP | TWST | COM | $19,737,014 | 191,845 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $19,152,979 | 190,995 | SH | None |
| ROBLOX CORP | RBLX | CL A | $19,081,996 | 350,901 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $18,559,112 | 73,076 | SH | None |
| MERCK & CO INC | MRK | COM | $18,347,230 | 142,780 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $18,215,193 | 91,035 | SH | None |
| CISCO SYS INC | CSCO | COM | $18,056,656 | 153,726 | SH | None |
| COREWEAVE INC | CRWV | COM CL A | $17,719,812 | 178,017 | SH | None |
| TERADYNE INC | TER | COM | $16,621,356 | 34,353 | SH | None |
| META PLATFORMS INC | META | CL A | $15,928,151 | 28,277 | SH | None |
| BEAM THERAPEUTICS INC | BEAM | COM | $15,648,341 | 455,954 | SH | None |
| 10X GENOMICS INC | TXG | CL A COM | $15,502,817 | 404,351 | SH | None |
| BROADCOM INC | AVGO | COM | $14,959,278 | 39,601 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $14,946,860 | 19,586 | SH | None |
| PEPSICO INC | PEP | COM | $13,724,279 | 101,361 | SH | None |
| VISA INC | V | COM CL A | $13,461,136 | 39,235 | SH | None |
| NXP SEMICONDUCTORS N V | NXPI | COM | $13,296,653 | 47,314 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $13,236,290 | 53,964 | SH | None |
| INTELLIA THERAPEUTICS INC | NTLA | COM | $13,162,880 | 777,948 | SH | None |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | COM NEW | $13,111,734 | 262,971 | SH | None |
| UNITED PARCEL SERVICE INC | UPS | CL B | $12,638,883 | 117,571 | SH | None |
| MONDELEZ INTL INC | MDLZ | CL A | $12,621,498 | 218,214 | SH | None |
| STRYKER CORPORATION | SYK | COM | $12,009,257 | 38,144 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $11,986,354 | 28,839 | SH | None |
| METLIFE INC | MET | COM | $11,388,168 | 134,596 | SH | None |
| CEREBRAS SYSTEMS INC | CBRS | COM CL A | $11,281,387 | 51,047 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $11,107,115 | 32,837 | SH | None |
| DISNEY WALT CO | DIS | COM | $10,693,375 | 111,100 | SH | None |
| BLOCK INC | XYZ | CL A | $10,678,836 | 140,511 | SH | None |
| LINDE PLC | LIN | SHS | $10,310,819 | 19,869 | SH | None |
| MCDONALDS CORP | MCD | COM | $10,252,858 | 37,930 | SH | None |
| CRH PLC | CRH | ORD | $10,225,134 | 95,562 | SH | None |
| COINBASE GLOBAL INC | COIN | COM CL A | $10,048,808 | 68,738 | SH | None |
| EATON CORP PLC | ETN | SHS | $10,011,689 | 23,495 | SH | None |
| LOWES COS INC | LOW | COM | $9,990,402 | 45,310 | 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.