Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL ALPHABET INC | 8.41% | Increased | $658M | 2,100,923 | +930,640 | Communication Services |
| 2 |  CLS.TO CELESTICA INC | 7.12% | Reduced | $556M | 1,882,391 | -1,110,944 | Technology |
| 3 |  APP APPLOVIN CORP | 6.97% | Reduced | $545M | 808,356 | -163,048 | Communication Services |
| 4 |  CVNA CARVANA CO | 5.78% | Increased | $452M | 1,070,802 | +503,091 | Consumer Cyclical |
| 5 |  AMZN AMAZON COM INC | 5.48% | Increased | $429M | 1,857,878 | +410,303 | Consumer Cyclical |
| 6 |  AVGO BROADCOM INC | 4.57% | Reduced | $357M | 1,031,732 | -399,179 | Technology |
| 7 |  RBLX ROBLOX CORP | 4.25% | Increased | $333M | 4,105,113 | +385,533 | Technology services |
| 8 |  FROG JFROG LTD | 4.23% | Increased | $331M | 5,297,812 | +2,389,415 | Technology services |
| 9 |  META META PLATFORMS INC | 3.96% | Reduced | $310M | 469,713 | -260,109 | Communication Services |
| 10 |  TTMI TTM TECHNOLOGIES INC | 3.77% | Increased | $295M | 4,276,320 | +2,260,035 | Electronic technology |
Portfolio Changes
Buy Positions
New Buy
- SNDKSANDISK CORP
Current 3.05%
+1,003,566Shares
- MTSIMACOM TECH SOLUTIONS HLDGS I
Current 1.72%
+783,305Shares
- WEALTHFRONT CORP
Current 0.28%
+1,600,000Shares
Additional Buy
- GOOGLALPHABET INC
+79.52%
+930,640Shares
- CVNACARVANA CO
+88.62%
+503,091Shares
- AMZNAMAZON COM INC
+28.34%
+410,303Shares
- RBLXROBLOX CORP
+10.36%
+385,533Shares
- FROGJFROG LTD
+82.16%
+2,389,415Shares
Sell Positions
Full Exit
- CPNGCOUPANG INC
Full Exit
0Shares
- MSFTMICROSOFT CORP
Full Exit
0Shares
- SESEA LTD
Full Exit
0Shares
- VRTVERTIV HOLDINGS CO
Full Exit
0Shares
- HINGE HEALTH INC
Full Exit
0Shares
Partial Exit
- CLS.TOCELESTICA INC
-37.11%
-1,110,944Shares
- APPAPPLOVIN CORP
-16.78%
-163,048Shares
- AVGOBROADCOM INC
-27.90%
-399,179Shares
- METAMETA PLATFORMS INC
-35.64%
-260,109Shares
- FNFABRINET
-9.67%
-65,953Shares