Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  TSM TAIWAN SEMICONDUCTOR MFG LTD | 12.55% | Reduced | $82M | 268,392 | -20,703 | Electronic technology |
| 2 |  CHIME FINL INC CHIME FINL INC | 10.50% | Increased | $68M | 2,710,289 | +1,218,612 | |
| 3 |  NVDA NVIDIA CORPORATION | 9.76% | Increased | $63M | 340,000 | +63,325 | Electronic Technology |
| 4 |  AVGO BROADCOM INC | 7.66% | Increased | $50M | 143,779 | +44,474 | Technology |
| 5 |  BILL BILL HOLDINGS INC | 7.37% | Reduced | $48M | 878,000 | -84,500 | Technology services |
| 6 |  AMD ADVANCED MICRO DEVICES INC | 7.23% | Reduced | $47M | 219,487 | -31,626 | Technology |
| 7 |  GOOGL ALPHABET INC | 6.48% | Increased | $42M | 134,500 | +12,000 | Communication Services |
| 8 |  GTLB GITLAB INC | 6.12% | Increased | $40M | 1,060,000 | +210,000 | Technology services |
| 9 |  FROG JFROG LTD | 4.44% | Reduced | $29M | 462,000 | -117,265 | Technology services |
| 10 |  CFLT CONFLUENT INC | 4.23% | Reduced | $28M | 910,000 | -358,640 | Technology services |
Portfolio Changes
Buy Positions
New Buy
- RDDTREDDIT INC
Current 3.18%
+90,000Shares
- NFLXNETFLIX INC
Current 2.89%
+200,000Shares
- AMPLAMPLITUDE INC
Current 2.67%
+1,500,000Shares
- AMKRAMKOR TECHNOLOGY INC
Current 1.75%
+287,895Shares
- TEAMATLASSIAN CORPORATION
Current 1.58%
+63,272Shares
Additional Buy
- CHIME FINL INC
+81.69%
+1,218,612Shares
- NVDANVIDIA CORPORATION
+22.89%
+63,325Shares
- AVGOBROADCOM INC
+44.79%
+44,474Shares
- GOOGLALPHABET INC
+9.80%
+12,000Shares
- GTLBGITLAB INC
+24.71%
+210,000Shares
Sell Positions
Full Exit
- CDNSCADENCE DESIGN SYSTEM INC
Full Exit
0Shares
- MNDYMONDAY COM LTD
Full Exit
0Shares
- BABAALIBABA GROUP HLDG LTD
Full Exit
0Shares
- APPFAPPFOLIO INC
Full Exit
0Shares
- SNOWSNOWFLAKE INC
Full Exit
0Shares
Partial Exit
- TSMTAIWAN SEMICONDUCTOR MFG LTD
-7.16%
-20,703Shares
- BILLBILL HOLDINGS INC
-8.78%
-84,500Shares
- AMDADVANCED MICRO DEVICES INC
-12.59%
-31,626Shares
- FROGJFROG LTD
-20.24%
-117,265Shares
- CFLTCONFLUENT INC
-28.27%
-358,640Shares