Q3 2025 Holdings
Filed 2025-11-14 | 5 holdings | $840.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Joby Aviation(JOBY) | COMMON STOCK | G65163100 | $493.6M | 30,270,438 | 58.7% |
| Quantumscape Corp.(QS) | COM CL A | 74767V109 | $182.3M | 14,794,635 | 21.7% |
| Planet Labs(PL) | COM CL A | 72703X106 | $92.7M | 7,141,130 | 11.0% |
| Navitas Semiconductor(NVTS) | COM | 63942X106 | $66.3M | 9,181,581 | 7.9% |
| Ecofin US Renewables Infrastructure PLC | RNEW | 00BLPK443 | $5.5M | 22,500,000 | 0.7% |