MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
58.2%
Top 10 weight
98.5%
Voting Authority Distribution
Total shares with voting rights: 36.66M
Full voting authority
31.10M
shares
Joint voting authority
0.00
shares
No voting authority
5.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 9.34M | SH | $1.63B 28.57% | 7.82M | 0.00 | 1.52M |
META PLATFORMS INCSOLE | CL A | 1.95M | SH | $1.12B 19.61% | 1.87M | 0.00 | 86.56K |
UBER TECHNOLOGIES INCSOLE | COM | 7.97M | SH | $573.41M 10.06% | 6.32M | 0.00 | 1.65M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.37M | SH | $461.53M 8.10% | 1.01M | 0.00 | 354.20K |
MICROSOFT CORPSOLE | COM | 1.18M | SH | $438.15M 7.69% | 1.18M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.09M | SH | $435.19M 7.64% | 1.84M | 0.00 | 246.31K |
COREWEAVE INCSOLE | COM CL A | 4.50M | SH | $348.54M 6.12% | 3.24M | 0.00 | 1.26M |
SNOWFLAKE INCSOLE | COM SHS | 1.93M | SH | $290.52M 5.10% | 1.93M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.72M | SH | $259.51M 4.55% | 1.28M | 0.00 | 436.51K |
AXON ENTERPRISE INCSOLE | COM | 148.99K | SH | $63.27M 1.11% | 148.99K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 899.69K | SH | $62.35M 1.09% | 899.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 67.09K | SH | $20.77M 0.36% | 52.74K | 0.00 | 14.35K |
GRAB HOLDINGS LIMITEDSOLE | W EXP 12/1/202 | 3.50M | SH | $262.6K <0.01% | 3.50M | 0.00 | 0.00 |