Q1 2025 Holdings
Filed 2025-05-08 | 28 holdings | $16.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.3M | 38,390 | 44.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.9M | 28,000 | 17.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.3M | 15,050 | 14.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $2.0M | 13,950 | 12.3% |
| Apple Inc(AAPL) | COM | 037833100 | $955.0K | 4,300 | 5.8% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $809.0K | 6,770 | 4.9% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $44.6K | 95,150 | 0.3% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $19.7K | 216,360 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.4K | 17,155 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.9K | 45,385 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.8K | 6,540 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $3.6K | 21,930 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $3.4K | 12,645 | 0.0% |
| Ford MTR Co(F) | COM | 345370860 | $2.9K | 290,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.3K | 34,665 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $2.2K | 17,722 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $2.1K | 29,499 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.9K | 12,340 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.8K | 11,500 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $1.6K | 18,550 | 0.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $1.1K | 9,350 | 0.0% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $1.1K | 25,940 | 0.0% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $1.0K | 25,000 | 0.0% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $1.0K | 11,350 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $997 | 32,150 | 0.0% |
| Block Inc(XYZ) | CL A | 852234103 | $869 | 16,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $625 | 2,413 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $393 | 33,100 | 0.0% |