Q1 2025 Holdings
Filed 2025-05-07 | 188 holdings | $7.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | COM | 82509L107 | $475.8M | 4,983,349 | 6.1% |
| Robinhood Markets Inc(HOOD) | COM | 770700102 | $471.3M | 11,327,315 | 6.1% |
| Palantir Technologies Inc(PLTR) | COM | 69608A108 | $419.6M | 4,973,144 | 5.4% |
| Coinbase Global Inc(COIN) | COM | 19260Q107 | $405.2M | 2,353,499 | 5.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $401.2M | 1,548,366 | 5.2% |
| Roblox Corp(RBLX) | COM | 771049103 | $358.0M | 6,141,027 | 4.6% |
| Roku Inc(ROKU) | COM | 77543R102 | $317.9M | 4,509,341 | 4.1% |
| Block Inc(XYZ) | COM | 852234103 | $236.9M | 4,360,706 | 3.1% |
| Meta Platforms Inc(META) | COM | 30303M102 | $221.3M | 384,011 | 2.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $218.3M | 111,903 | 2.8% |
| Tempus AI Inc(TEM) | COM | 88023B103 | $205.4M | 4,260,553 | 2.6% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $183.2M | 962,985 | 2.4% |
| Toast Inc(TOST) | COM | 888787108 | $165.9M | 5,002,752 | 2.1% |
| Draftkings Inc(DKNG) | COM | 26142V105 | $151.7M | 4,574,103 | 2.0% |
| Teradyne Inc(TER) | COM | 880770102 | $147.4M | 1,783,818 | 1.9% |
| Spotify Technology SA(SPOT) | COM | L8681T102 | $145.7M | 264,844 | 1.9% |
| Pinterest Inc(PINS) | COM | 72352L106 | $138.3M | 4,461,816 | 1.8% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $129.3M | 1,258,249 | 1.7% |
| Iridium Communications Inc(IRDM) | COM | 46269C102 | $106.2M | 3,889,045 | 1.4% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $100.4M | 923,369 | 1.3% |
| Natera Inc(NTRA) | COM | 632307104 | $98.5M | 696,904 | 1.3% |
| Twist Bioscience Corp(TWST) | COM | 90184D100 | $94.8M | 2,415,798 | 1.2% |
| Trimble Inc(TRMB) | COM | 896239100 | $90.9M | 1,385,392 | 1.2% |
| Crispr Therapeutics AG(CRSP) | COM | H17182108 | $86.3M | 2,539,889 | 1.1% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $83.3M | 4,270,020 | 1.1% |
| Crowdstrike Holdings Inc(CRWD) | COM | 22788C105 | $83.1M | 235,689 | 1.1% |
| Cloudflare Inc(NET) | COM | 18915M107 | $82.2M | 729,812 | 1.1% |
| Uipath Inc(PATH) | COM | 90364P105 | $79.5M | 7,717,456 | 1.0% |
| Deere & Co(DE) | COM | 244199105 | $78.0M | 166,099 | 1.0% |
| Veracyte Inc(VCYT) | COM | 92337F107 | $67.0M | 2,261,879 | 0.9% |
| Gitlab Inc(GTLB) | COM | 37637K108 | $65.5M | 1,396,613 | 0.8% |
| Pure Storage Inc(PSTG) | COM | 74624M102 | $59.4M | 1,340,846 | 0.8% |
| Guardant Health Inc(GH) | COM | 40131M109 | $57.8M | 1,356,990 | 0.7% |
| Genius Sports LTD(GENI) | COM | G3934V109 | $57.1M | 5,703,992 | 0.7% |
| Pagerduty Inc(PD) | COM | 69553P100 | $56.8M | 3,108,241 | 0.7% |
| Unity Software Inc(U) | COM | 91332U101 | $56.0M | 2,858,390 | 0.7% |
| Archer Aviation Inc(ACHR) | COM | 03945R102 | $54.1M | 7,607,795 | 0.7% |
| Illumina Inc(ILMN) | COM | 452327109 | $53.4M | 673,738 | 0.7% |
| Kratos Defense & Security(KTOS) | COM | 50077B207 | $52.8M | 1,780,751 | 0.7% |
| Trade Desk Inc(TTD) | COM | 88339J105 | $52.1M | 953,678 | 0.7% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $47.7M | 2,416,808 | 0.6% |
| 10X Genomics Inc(TXG) | COM | 88025U109 | $46.8M | 5,362,656 | 0.6% |
| Intuit Inc(INTU) | COM | 461202103 | $46.8M | 76,233 | 0.6% |
| Adaptive Biotechnologies(ADPT) | COM | 00650F109 | $45.2M | 6,085,690 | 0.6% |
| Ibotta Inc(IBTA) | COM | 451051106 | $44.5M | 1,053,518 | 0.6% |
| Recursion Pharmaceuticals(RXRX) | COM | 75629V104 | $44.4M | 8,407,334 | 0.6% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $43.9M | 672,536 | 0.6% |
| NU Holdings LTD AN ISL(NU) | COM | G6683N103 | $43.4M | 4,239,726 | 0.6% |
| Global-E Online LTD(GLBE) | COM | M5216V106 | $37.9M | 1,063,485 | 0.5% |
| Taiwan Semiconductor(TSM) | COM | 874039100 | $33.1M | 199,500 | 0.4% |