Q1 2026 Holdings
Filed 2026-05-14 | 29 holdings | $22.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.3M | 39,950 | 37.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $4.6M | 14,725 | 20.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.1M | 24,850 | 14.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.7M | 9,407 | 12.3% |
| Adobe Inc(ADBE) | COM | 00724F101 | $2.0M | 8,080 | 8.9% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $855.0K | 6,770 | 3.9% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $425.0K | 6,230 | 1.9% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $8.7K | 86,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.3K | 19,664 | 0.0% |
| Proshares TR(TQQQ) | ULTRAPRO QQQ | 74347X831 | $6.3K | 151,750 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $5.5K | 76,453 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $5.1K | 52,620 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.9K | 14,410 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $3.9K | 20,845 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.2K | 19,800 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.0K | 23,360 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.0K | 17,150 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $2.9K | 1,688 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.3K | 4,055 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $1.7K | 92,700 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $1.4K | 104,710 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.3K | 9,050 | 0.0% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $1.2K | 40,750 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $1.1K | 5,670 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $835 | 36,800 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $833 | 2,100 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $784 | 17,333 | 0.0% |
| Shift4 Pmts Inc(FOUR) | CL A | 82452J109 | $555 | 12,700 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $443 | 7,940 | 0.0% |