$4.48Billion
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AMAT | APPLIED MATLS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AMD | ADVANCED MICRO DEVICES INC | 4.63 | 1,406,000 | 207,258,000 | UNCHANGED | 0.00 | |
AMZN | AMAZON COM INC | 7.70 | 2,268,000 | 344,600,000 | REDUCED | -25.83 | |
BZ | KANZHUN LIMITED | 0.15 | 415,100 | 6,894,810 | UNCHANGED | 0.00 | |
CDNS | CADENCE DESIGN SYSTEM INC | 4.14 | 680,000 | 185,212,000 | UNCHANGED | 0.00 | |
CPNG | COUPANG INC | 3.13 | 8,653,000 | 140,092,000 | ADDED | 53.05 | |
DASH | DOORDASH INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
FRSH | FRESHWORKS INC | 0.08 | 150,000 | 3,523,500 | UNCHANGED | 0.00 | |
GLBE | GLOBAL E ONLINE LTD | 0.26 | 298,272 | 11,820,500 | ADDED | 1.11 | |
HUBS | HUBSPOT INC | 6.28 | 484,000 | 280,981,000 | ADDED | 7.8 | |
LRCX | LAM RESEARCH CORP | 4.11 | 235,000 | 184,066,000 | UNCHANGED | 0.00 | |
META | META PLATFORMS INC | 13.74 | 1,738,000 | 615,182,000 | UNCHANGED | 0.00 | |
MSFT | MICROSOFT CORP | 12.60 | 1,500,000 | 564,060,000 | ADDED | 11.77 | |
NOW | SERVICENOW INC | 15.59 | 988,000 | 698,012,000 | UNCHANGED | 0.00 | |
NU | NU HLDGS LTD | 6.23 | 33,500,000 | 279,055,000 | ADDED | 7.92 | |
NVDA | NVIDIA CORPORATION | 4.02 | 363,000 | 179,765,000 | UNCHANGED | 0.00 | |
PANW | PALO ALTO NETWORKS INC | 2.58 | 392,000 | 115,593,000 | UNCHANGED | 0.00 | |
PDD | PDD HOLDINGS INC | 4.17 | 1,276,000 | 186,692,000 | ADDED | 938 | |
SE | SEA LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SHOP | SHOPIFY INC | 8.66 | 4,977,000 | 387,708,000 | REDUCED | -15.69 | |
SQ | BLOCK INC | 1.57 | 910,500 | 70,427,200 | UNCHANGED | 0.00 | |
TSLA | TESLA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.21 | 90,772 | 9,440,290 | UNCHANGED | 0.00 | |
TWLO | TWILIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ZI | ZOOMINFO TECHNOLOGIES INC | 0.02 | 50,000 | 924,500 | UNCHANGED | 0.00 | |
MAPLEBEAR INC | 0.15 | 280,037 | 6,572,470 | UNCHANGED | 0.00 |