Q2 2025 Holdings
Filed 2025-08-12 | 5 holdings | $610.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Joby Aviation(JOBY) | COMMON STOCK | G65163100 | $401.1M | 40,360,591 | 65.7% |
| Quantumscape Corp.(QS) | COM CL A | 74767V109 | $99.4M | 14,794,635 | 16.3% |
| Navitas Semiconductor(NVTS) | COM | 63942X106 | $60.1M | 9,181,581 | 9.9% |
| Planet Labs(PL) | COM CL A | 72703X106 | $43.6M | 7,141,130 | 7.1% |
| Ecofin US Renewables Infrastructure PLC | RNEW | 00BLPK443 | $5.9M | 22,500,000 | 1.0% |