Disclosed positions
| NVIDIA ORD | NVDA | COM | $32,988,838 | 164,870 | SH | None |
| GUARDANT HEALTH INC | GH | COM | $31,328,815 | 208,817 | SH | None |
| APPLE ORD | AAPL | COM | $30,378,460 | 104,985 | SH | None |
| NATERA INC | NTRA | COM | $29,826,926 | 109,880 | SH | None |
| COHERENT CORP | COHR | COM | $28,954,098 | 73,400 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $28,128,750 | 64,913 | SH | None |
| PLANET LABS PBC | PL | COM CL A | $27,323,404 | 824,733 | SH | None |
| FORGENT POWER SOLUTIONS INC | FPS | COM SHS CL A | $26,142,480 | 468,000 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $25,793,067 | 85,210 | SH | None |
| AEHR TEST SYS | AEHR | COM | $23,918,940 | 249,000 | SH | None |
| ELI LILLY & CO | LLY | COM | $23,448,857 | 19,550 | SH | None |
| SPIRE GLOBAL INC | SPIR | COM CL A NEW | $21,527,435 | 1,157,389 | SH | None |
| SITIME CORP | SITM | COM | $20,819,763 | 27,925 | SH | None |
| MICROSOFT ORD | MSFT | COM | $18,831,542 | 50,484 | SH | None |
| AXSOME THERAPEUTICS INC. | AXSM | COM | $17,878,001 | 73,040 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $15,454,519 | 18,011 | SH | None |
| TERAWULF INC | WULF | COM | $13,486,472 | 546,011 | SH | None |
| NEUROCRINE BIOSCIENCES INC | NBIX | COM | $13,436,284 | 79,724 | SH | None |
| TWIST BIOSCIENCE CORP | TWST | COM | $13,294,977 | 129,228 | SH | None |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | COM | $12,283,655 | 176,135 | SH | None |
| BROADCOM ORD | AVGO | COM | $12,145,040 | 32,151 | SH | None |
| CORNING INC | GLW | COM | $10,589,873 | 41,459 | SH | None |
| MICRON TECHNOLOGY ORD | MU | COM | $9,305,886 | 8,062 | SH | None |
| DPC HOLDINGS PLC | Unresolved | ORDINARY SHARES | $7,792,102 | 158,828 | SH | None |
| GE VERNOVA INC | GEV | COM | $7,754,076 | 6,600 | SH | None |
| T1 ENERGY INC | TE | COM NEW | $7,347,891 | 775,094 | SH | None |
| GENEDX HOLDINGS CORP | WGS | COM CL A | $7,303,468 | 106,387 | SH | None |
| ADVANCED MICRO DEVICES ORD | AMD | COM | $6,771,668 | 11,657 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $6,068,198 | 14,600 | SH | None |
| MOLINA HEALTHCARE INC | MOH | COM | $5,063,418 | 22,140 | SH | None |
| INTEL ORD | INTC | COM | $4,386,197 | 31,413 | SH | None |
| APPLIED MATERIAL ORD | AMAT | COM | $4,099,410 | 5,670 | SH | None |
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $3,656,404 | 21,400 | SH | None |
| CISCO SYSTEMS ORD | CSCO | COM | $3,318,715 | 28,254 | SH | None |
| KLA ORD | KLAC | COM NEW | $2,826,721 | 9,369 | SH | None |
| PALO ALTO NETWORKS ORD | PANW | COM | $1,982,349 | 5,813 | SH | None |
| TEXAS INSTRUMENTS ORD | TXN | COM | $1,940,436 | 6,510 | SH | None |
| INTERNATIONAL BUSINESS MACHINES ORD | IBM | COM | $1,887,763 | 6,713 | SH | None |
| PALANTIR TECHNOLOGIES CL A ORD | PLTR | CL A | $1,817,485 | 15,578 | SH | None |
| MARVELL TECHNOLOGY ORD | MRVL | COM | $1,814,746 | 6,092 | SH | None |
| ORACLE ORD | ORCL | COM | $1,801,246 | 12,291 | SH | None |
| WESTERN DIGITAL ORD | WDC | COM | $1,580,832 | 2,475 | SH | None |
| AMPHENOL CL A ORD | APH | CL A | $1,550,029 | 8,791 | SH | None |
| SEAGATE TECHNOLOGY HOLDINGS ORD | STX | ORD SHS | $1,489,960 | 1,544 | SH | None |
| QUALCOMM ORD | QCOM | COM | $1,409,948 | 7,630 | SH | None |
| ANALOG DEVICES ORD | ADI | COM | $1,383,740 | 3,484 | SH | None |
| CROWDSTRIKE HOLDINGS CL A ORD | CRWD | CL A | $1,351,521 | 1,771 | SH | None |
| ARISTA NETWORKS ORD | ANET | COM SHS | $1,295,335 | 7,625 | SH | None |
| SHOPIFY CL A SUB VTG ORD | SHOP | CL A SUB VTG SHS | $1,004,154 | 8,780 | SH | None |
| DELL TECHNOLOGIES CL C ORD | DELL | CL C | $929,796 | 2,155 | 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. 1 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.