| Nvidia Corp.(NVDA) | COM | 67066G104 | $65.6M | 376,000 | 21.8% |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | ADS | 874039100 | $33.1M | 98,000 | 11.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $25.3M | 27,500 | 8.4% |
| Amazon(AMZN) | COM | 023135106 | $20.5M | 98,250 | 6.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $14.8M | 8,550 | 4.9% |
| Goldman Sachs Group, Inc.(GS) | COM | 38141G104 | $14.4M | 17,000 | 4.8% |
| Apple, Inc.(AAPL) | COM | 037833100 | $14.0M | 55,000 | 4.6% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $13.5M | 46,000 | 4.5% |
| Palantir Technologies Inc.(PLTR) | CLA | 69608A108 | $12.5M | 85,500 | 4.2% |
| Federal Agric Mtg Corp(AGM/A) | CLA | 313148108 | $12.2M | 102,250 | 4.0% |
| Tesla, Inc.(TSLA) | COM | 88160R101 | $12.1M | 32,500 | 4.0% |
| Berkshire Hathaway Inc. Class A(BRK/A) | CLA | 084670108 | $10.8M | 15 | 3.6% |
| East West Bancorp, Inc.(EWBC) | COM | 27579R104 | $9.3M | 87,500 | 3.1% |
| Park Hotels & Resorts Inc.(PK) | COM | 700517105 | $9.3M | 882,500 | 3.1% |
| KKR & Co. LP(KKR) | CLA | 48251W104 | $9.3M | 100,000 | 3.1% |
| Solstice Advanced Materials Inc.(SOLS) | COM | 83443Q103 | $7.2M | 95,000 | 2.4% |
| Coherent Corp.(COHR) | COM | 19247G107 | $6.7M | 28,000 | 2.2% |
| Circle Internet Group, Inc.(CRCL) | COM | 172573107 | $6.0M | 62,500 | 2.0% |
| Federal National Mortgage Association(FNMA) | COM | 313586109 | $2.4M | 329,500 | 0.8% |
| Federal Agric Mtg Corp(AGM) | CLC | 313148306 | $2.3M | 15,750 | 0.8% |