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| # | Ticker | Issuer | Value | Shares |
|---|---|---|---|---|
| 1 | NTRA | Natera Inc | $865M | 3,186,306 |
| 2 | INSM | Insmed Inc | $296M | 2,774,690 |
| 3 | — | Taiwan Semiconductor Manufac | $282M | 589,680 |
| 4 | — | Ishares Inc | $264M | 7,664,170 |
| 5 | AMZN | Amazon Com Inc | $239M | 1,000,900 |
| 6 | STM | Stmicroelectronics N V | $232M | 3,102,880 |
| 7 | — | Invesco Exchange Traded Fd T | $191M | 895,400 |
| 8 | YPF | Ypf Sociedad Anonima | $143M | 3,138,897 |
| 9 | CDW | Cdw Corp | $140M | 993,950 |
| 10 | TBBB | Bbb Foods Inc | $121M | 2,901,733 |
| 11 | GOOGL | Alphabet Inc | $120M | 336,300 |
| 12 | — | Seagate Technology Hldngs Pl | $118M | 122,000 |
| 13 | FOXA | Fox Corp | $115M | 2,204,600 |
| 14 | — | United Airls Hldgs Inc | $108M | 794,795 |
| 15 | SE | Sea Ltd | $105M | 1,099,905 |
| 16 | — | Newamsterdam Pharma Company | $104M | 3,070,146 |
| 17 | — | Ishares Tr | $99M | 330,000 |
| 18 | SNDK | Sandisk Corp | $79M | 34,900 |
| 19 | RVMD | Revolution Medicines Inc | $75M | 399,587 |
| 20 | — | State Str Spdr S&P 500 Etf T | $67M | 90,000 |
| 21 | BTDR | Bitdeer Technologies Group | $65M | 4,074,993 |
| 22 | — | Crh Plc | $59M | 553,555 |
| 23 | DAL | Delta Air Lines Inc | $56M | 603,000 |
| 24 | TSLA | Tesla Inc | $53M | 126,000 |
| 25 | FLR | Fluor Corp | $51M | 982,200 |
Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 90 positions by value shown.