TESLA INC TSLA
7.51% 8.18% $1.16B 2.8M $1.05B 2.8M -71,529 -2.53% Reduce ADVANCED MICRO DEVICES INC AMD
5.32% 4.29% $822.8M 1.4M $551.9M 2.7M -1.3M -47.79% Reduce S SPACE EXPLORATION TECHN CORP SPCX
4.95% — $765.1M 4.5M $0 0 +4.5M New Buy T TEMPUS AI INC TEM
3.76% 3.38% $580.6M 10.0M $434.5M 9.6M +414,889 +4.32% Add ROBINHOOD MKTS INC HOOD
3.4% 3.24% $525.1M 5.2M $416.0M 6.0M -767,030 -12.78% Reduce CRISPR THERAPEUTICS CRSP
3.34% 4.19% $516.0M 9.5M $538.2M 11.3M -1.9M -16.38% Reduce SHOPIFY INC SHOP
3.07% 3.85% $474.5M 4.2M $495.6M 4.2M -21,727 -0.52% Reduce T TWIST BIOSCIENCE CORP TWST
3.03% 2.34% $468.1M 4.5M $301.4M 6.3M -1.8M -28.27% Reduce 1 10X GENOMICS INC TXG
2.48% 1.93% $383.5M 10.0M $248.8M 11.7M -1.7M -14.63% Reduce AMAZON COM INC AMZN
2.45% 2.19% $379.2M 1.6M $282.3M 1.4M +235,894 +17.41% Add PALANTIR TECHNOLOGIES INC PLTR
2.42% 3.54% $374.8M 3.2M $454.9M 3.1M +102,405 +3.29% Add A Alphabet Inc Class C GOOG
2.38% 1.61% $368.6M 1.0M $206.7M 720,414 +322,920 +44.82% Add COINBASE GLOBAL COIN
2.38% 3.22% $367.1M 2.5M $414.3M 2.4M +138,435 +5.83% Add ROBLOX CORP CL A RBLX
2.27% 2.59% $351.6M 6.5M $333.5M 5.9M +569,784 +9.66% Add B BEAM THERAPEUTICS INC BEAM
2.27% 2.25% $351.3M 10.2M $289.1M 12.1M -1.9M -15.65% Reduce T TERADYNE INC TER
2.02% 2.87% $312.0M 644,782 $369.1M 1.2M -600,340 -48.22% Reduce I INTELLIA THERAPEUTICS INC NTLA
1.85% 1.45% $285.5M 16.9M $186.0M 14.5M +2.4M +16.31% Add C CIRCLE INTERNET GROUP INC COM CL A CRCL
1.85% 3.35% $285.5M 4.6M $430.2M 4.5M +48,680 +1.08% Add NVIDIA CORPORATION NVDA
1.79% 1.4% $276.4M 1.4M $180.6M 1.0M +345,821 +33.40% Add C COREWEAVE INC CLASS A CRWV
1.71% 1.53% $264.5M 2.7M $196.6M 2.5M +119,067 +4.69% Add DEERE & CO DE
1.61% 1.75% $249.3M 393,025 $224.8M 399,074 -6,049 -1.52% Reduce BLOCK INC XYZ
1.52% 1.45% $235.4M 3.1M $186.2M 3.1M +4,037 +0.13% Add K KRATOS DEFENSE & SEC SOLUTIO KTOS
1.51% 1.91% $233.0M 4.7M $246.2M 3.5M +1.2M +33.84% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
1.49% 1.65% $230.3M 482,286 $212.1M 627,704 -145,418 -23.17% Reduce NATERA INC NTRA
1.21% 1.06% $187.0M 688,855 $136.8M 684,255 +4,600 +0.67% Add ILLUMINA INC ILMN
1.19% 1.08% $183.7M 1.0M $139.2M 1.1M -84,449 -7.48% Reduce C CEREBRAS SYS INC CLASS A CBRS
1.09% — $169.0M 764,613 $0 0 +764,613 New Buy R ROCKET LAB CORP COM RKLB
1.07% 1.12% $165.8M 1.6M $144.1M 2.2M -612,449 -27.30% Reduce B Bullish Ordinary Shares BLSH
1.02% 1.82% $158.1M 6.7M $234.5M 6.6M +184,147 +2.81% Add BROADCOM INC AVGO
1% 0.98% $153.8M 407,202 $126.2M 407,803 -601 -0.15% Reduce R RECURSION PHARMACEUTICALCLASS A RXRX
0.98% 0.96% $151.7M 41.3M $123.5M 40.2M +1.1M +2.80% Add A ARCHER AVIATION INC ACHR
0.98% 1.51% $151.2M 32.0M $193.5M 37.4M -5.5M -14.62% Reduce A ABSCI CORPORATION COM ABSI
0.97% 0.32% $149.8M 12.9M $41.2M 13.7M -800,898 -5.83% Reduce V VERACYTE INC VCYT
0.87% 0.76% $134.8M 2.3M $98.4M 3.1M -757,867 -24.82% Reduce META PLATFORMS INC META
0.87% 0.69% $134.6M 238,973 $88.1M 153,996 +84,977 +55.18% Add A ARK 21SHARES BITCOIN ETF ARKB
0.81% 1.17% $125.6M 6.5M $150.6M 6.7M -243,641 -3.64% Reduce L3HARRIS TECHNOLOGIES INC LHX
0.81% 1.05% $125.3M 431,179 $134.5M 389,694 +41,485 +10.65% Add B BITMINE IMMERSION TECHS INC BMNR
0.76% 1.49% $117.3M 8.8M $191.8M 9.7M -887,577 -9.15% Reduce PERSONALIS INC PSNL
0.72% 0.39% $110.8M 8.3M $50.6M 7.9M +327,227 +4.12% Add GENEDX HOLDINGS CORP WGS
0.72% 0.66% $110.5M 1.6M $85.1M 1.3M +285,606 +21.56% Add BWX TECHNOLOGIES INC BWXT
0.69% 0.99% $107.0M 549,881 $127.3M 622,546 -72,665 -11.67% Reduce AEROVIRONMENT INC AVAV
0.65% 0.8% $100.3M 607,502 $102.4M 559,254 +48,248 +8.63% Add X X-ENERGY INC XE
0.64% — $99.4M 5.4M $0 0 +5.4M New Buy ELI LILLY & CO LLY
0.6% 0.09% $92.7M 77,254 $11.7M 12,676 +64,578 +509.45% Add ROKU INC COM CL A ROKU
0.53% 2.81% $82.3M 595,880 $361.5M 3.8M -3.2M -84.40% Reduce GUARDANT HEALTH INC GH
0.49% 0.35% $76.0M 506,416 $45.0M 486,675 +19,741 +4.06% Add CROWDSTRIKE HLDGS INC CRWD
0.47% 0.32% $72.1M 94,500 $41.3M 105,866 -11,366 -10.74% Reduce D DOORDASH INC DASH
0.45% 0.4% $70.1M 380,139 $52.0M 346,147 +33,992 +9.82% Add SNOWFLAKE INC COM SHS SNOW
0.44% — $68.6M 269,539 $0 0 +269,539 New Buy TRIMBLE INC COM TRMB
0.44% 0.63% $68.2M 1.3M $81.4M 1.2M +83,755 +6.71% Add 
