Q1 2026 Holdings
Filed 2026-05-14 | 8 holdings | $118.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twist Bioscience Corporation(TWST) | Common Stock | 90184D100 | $39.4M | 828,815 | 33.1% |
| Tesla, Inc.(TSLA) | Common Stock | 88160R101 | $32.1M | 86,250 | 27.0% |
| Ouster, Inc.(OUST) | Common Stock | 68989M202 | $15.5M | 845,316 | 13.1% |
| Madrigal Pharmaceuticals, Inc.(MDGL) | Common Stock | 558868105 | $11.0M | 21,000 | 9.3% |
| Hyatt Hotels Corporation(H) | Class B Common Stock | 448579102 | $10.1M | 70,000 | 8.5% |
| 10x Genomics, Inc.(TXG) | Class A Common Stock | 88025U109 | $4.5M | 210,862 | 3.8% |
| 908 Devices Inc.(MASS) | Common Stock | 65443P102 | $3.5M | 568,981 | 2.9% |
| Warby Parker Inc.(WRBY) | Class A Common Stock | 93403J106 | $2.8M | 134,473 | 2.4% |