Q1 2025 Holdings
Filed 2025-05-15 | 35 holdings | $342.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $65.6M | 1,576,327 | 19.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $20.4M | 35,374 | 6.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $19.0M | 99,789 | 5.5% |
| TJX COS Inc New(TJX) | COM | 872540109 | $15.1M | 123,922 | 4.4% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $14.4M | 198,607 | 4.2% |
| Autozone Inc(AZO) | COM | 053332102 | $13.8M | 3,622 | 4.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $13.2M | 64,498 | 3.9% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $12.6M | 74,991 | 3.7% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $12.4M | 18,444 | 3.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $11.9M | 21,721 | 3.5% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $10.7M | 20,488 | 3.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $9.8M | 10,523 | 2.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $8.7M | 119,261 | 2.5% |
| Synopsys Inc(SNPS) | COM | 871607107 | $8.6M | 20,139 | 2.5% |
| Home Depot Inc(HD) | COM | 437076102 | $8.4M | 22,795 | 2.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.3M | 76,748 | 2.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.1M | 45,947 | 2.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $6.6M | 45,124 | 1.9% |
| Apple Inc(AAPL) | COM | 037833100 | $6.1M | 27,432 | 1.8% |
| Elevance Health Inc(ELV) | COM | 036752103 | $5.9M | 13,524 | 1.7% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $5.9M | 26,714 | 1.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $5.8M | 60,816 | 1.7% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $5.7M | 81,198 | 1.7% |
| Icon PLC(ICLR) | SHS | G4705A100 | $5.0M | 28,293 | 1.4% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $4.9M | 93,689 | 1.4% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $4.7M | 60,214 | 1.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $4.5M | 17,346 | 1.3% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $4.3M | 217,880 | 1.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.2M | 11,155 | 1.2% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $4.1M | 11,747 | 1.2% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $4.1M | 91,616 | 1.2% |
| Ansys Inc(AKX) | COM | 03662Q105 | $3.6M | 11,526 | 1.1% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $3.6M | 275,942 | 1.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.9M | 11,159 | 0.5% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $1.8M | 37,476 | 0.5% |