NVIDIA CORPORATION NVDA
14.47% 13.51% $64.4M 322,105 $56.2M 322,105 0 0.00% Unchanged APPLE INC AAPL
12.91% 12.13% $57.5M 198,755 $50.4M 198,755 0 0.00% Unchanged ALPHABET INC GOOGL
11.53% 9.94% $51.3M 143,665 $41.3M 143,665 0 0.00% Unchanged MICROSOFT CORP MSFT
8.57% 9.11% $38.2M 102,314 $37.9M 102,314 0 0.00% Unchanged TAIWAN SEMICONDUCTOR MANUFAC TSM
7.16% 5.43% $31.9M 66,773 $22.6M 66,773 0 0.00% Unchanged AMAZON COM INC AMZN
7.11% 6.66% $31.7M 132,871 $27.7M 132,871 0 0.00% Unchanged BROADCOM INC AVGO
5.52% 4.84% $24.6M 65,028 $20.1M 65,028 0 0.00% Unchanged MICRON TECHNOLOGY INC MU
4.07% 1.28% $18.1M 15,704 $5.3M 15,704 0 0.00% Unchanged META PLATFORMS INC META
3.89% 4.24% $17.3M 30,787 $17.6M 30,787 0 0.00% Unchanged TESLA INC TSLA
3.89% 3.68% $17.3M 41,177 $15.3M 41,177 0 0.00% Unchanged ADVANCED MICRO DEVICES INC AMD
2.95% 1.11% $13.1M 22,624 $4.6M 22,624 0 0.00% Unchanged ASML HLDG NV ASML
2.41% 1.72% $10.8M 5,405 $7.1M 5,405 0 0.00% Unchanged INTEL CORP INTC
1.79% 0.61% $8.0M 57,142 $2.5M 57,142 0 0.00% Unchanged APPLIED MATLS INC AMAT
1.78% 0.9% $7.9M 10,984 $3.8M 10,984 0 0.00% Unchanged LAM RESEARCH CORP LRCX
1.69% 0.89% $7.5M 17,396 $3.7M 17,396 0 0.00% Unchanged CISCO SYS INC CSCO
1.33% 0.94% $5.9M 50,326 $3.9M 50,326 0 0.00% Unchanged KLA CORP KLAC
1.24% 0.65% $5.5M 18,250 $2.7M 1,825 +16,425 +900.00% Add NETFLIX INC NFLX
0.94% 1.36% $4.2M 58,670 $5.6M 58,670 0 0.00% Unchanged TEXAS INSTRS INC TXN
0.85% 0.59% $3.8M 12,645 $2.5M 12,645 0 0.00% Unchanged I INTERNATIONAL BUSINESS MACHS IBM
0.82% 0.76% $3.7M 13,023 $3.2M 13,023 0 0.00% Unchanged PALANTIR TECHNOLOGIES INC PLTR
0.81% 1.08% $3.6M 30,757 $4.5M 30,757 0 0.00% Unchanged ORACLE CORP ORCL
0.78% 0.84% $3.5M 23,851 $3.5M 23,851 0 0.00% Unchanged Q QUALCOMM INC QCOM
0.62% 0.46% $2.7M 14,838 $1.9M 14,838 0 0.00% Unchanged DISNEY WALT CO DIS
0.53% 0.57% $2.4M 24,660 $2.4M 24,660 0 0.00% Unchanged SAP SE SPON ADR SAP
0.51% 0.61% $2.3M 14,868 $2.5M 14,868 0 0.00% Unchanged UBER TECHNOLOGIES INC UBER
0.47% 0.5% $2.1M 28,895 $2.1M 28,895 0 0.00% Unchanged BOOKING HOLDINGS INC COM BKNG
0.44% 0.45% $2.0M 11,100 $1.9M 444 +10,656 +2,400.00% Add SALESFORCE INC CRM
0.44% 0.57% $2.0M 12,612 $2.4M 12,612 0 0.00% Unchanged ACCENTURE PLC IRELAND ACN
0.24% 0.41% $1.1M 8,607 $1.7M 8,607 0 0.00% Unchanged INTUIT INTU
0.22% 0.39% $990,234 3,794 $1.6M 3,794 0 0.00% Unchanged S STATE STR SPDR S&P 500 ETF T SPY
— 13.79% $0 0 $57.4M 88,185 -88,185 Exit 
