#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NVIDIA Corporation	NVDA	15,230,939	$2.84B	13.42%
2	Microsoft Corporation	MSFT	4,983,769	$2.41B	11.39%
3	Amazon.com, Inc.	AMZN	6,996,508	$1.61B	7.63%
4	Meta Platforms Inc Class A	META	1,956,911	$1.29B	6.10%
5	Apple Inc.	AAPL	4,531,148	$1.23B	5.82%
6	AppLovin Corp. Class A	APP	1,672,394	$1.13B	5.32%
7	Alphabet Inc. Class C	GOOG	3,516,799	$1.10B	5.21%
8	Broadcom Inc.	AVGO	2,849,649	$986.3M	4.66%
9	Tesla, Inc.	TSLA	1,653,074	$743.4M	3.51%
10	Talen Energy Corp	TLN	1,804,094	$676.2M	3.19%
11	Nebius Group N.V. Class A	NBIS	7,784,630	$651.6M	3.08%
12	Western Digital Corporation	WDC	2,684,341	$462.4M	2.18%
13	Natera, Inc.	NTRA	1,582,181	$362.5M	1.71%
14	Sea Limited Sponsored ADR Class A	SE	2,726,529	$347.8M	1.64%
15	Astera Labs, Inc.	ALAB	1,925,615	$320.3M	1.51%
16	QXO, Inc.	QXO-PB	15,923,937	$307.2M	1.45%
17	Spotify Technology SA	SPOT	463,612	$269.2M	1.27%
18	GE Vernova Inc.	GEV	409,306	$267.5M	1.26%
19	Netflix, Inc.	NFLX	2,752,067	$258.0M	1.22%
20	MongoDB, Inc. Class A	MDB	559,544	$234.8M	1.11%