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| # | Ticker | Issuer | Value | Shares |
|---|---|---|---|---|
| 1 | — | TAIWAN SEMICONDUCTOR MANUFAC | $2.3B | 4,881,008 |
| 2 | AMZN | AMAZON COM INC | $2.3B | 9,683,558 |
| 3 | NVDA | NVIDIA CORPORATION | $2.2B | 11,198,773 |
| 4 | GOOGL | ALPHABET INC | $2.1B | 5,805,687 |
| 5 | META | META PLATFORMS INC | $1.6B | 2,823,180 |
| 6 | LRCX | LAM RESEARCH CORP | $1.4B | 3,163,495 |
| 7 | SE | SEA LTD | $1.2B | 12,559,152 |
| 8 | — | APPLIED MATLS INC | $1.2B | 1,632,210 |
| 9 | GEV | GE VERNOVA INC | $937M | 797,511 |
| 10 | MSFT | MICROSOFT CORP | $846M | 2,266,913 |
| 11 | CPAY | CORPAY INC | $716M | 2,149,877 |
| 12 | CBRS | CEREBRAS SYSTEMS INC | $663M | 2,999,000 |
| 13 | AVGO | BROADCOM INC | $663M | 1,754,062 |
| 14 | CPNG | COUPANG INC | $633M | 36,467,972 |
| 15 | INTC | INTEL CORP | $594M | 4,252,690 |
| 16 | SPOT | SPOTIFY TECHNOLOGY S A | $538M | 1,171,427 |
| 17 | — | TAKE-TWO INTERACTIVE SOFTWAR | $452M | 1,809,348 |
| 18 | RDDT | REDDIT INC | $439M | 2,528,819 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $392M | 674,727 |
| 20 | XYZ | BLOCK INC | $348M | 4,576,007 |
| 21 | — | APOLLO GLOBAL MGMT INC | $322M | 2,723,110 |
| 22 | — | SEAGATE TECHNOLOGY HLDNGS PL | $275M | 285,100 |
| 23 | V | VISA INC | $274M | 798,697 |
| 24 | MELI | MERCADOLIBRE INC | $260M | 153,126 |
| 25 | FWONA | LIBERTY MEDIA CORP DEL | $217M | 2,278,555 |
Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 46 positions by value shown.