SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
43.7%
Top 10 weight
84.4%
Voting Authority Distribution
Total shares with voting rights: 1.94M
Full voting authority
1.94M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QXO INCSOLE | COM NEW | 1.24M | SH | $24.16M 21.21% | 1.24M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.02K | SH | $13.81M 12.13% | 48.02K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 100.31K | SH | $11.74M 10.31% | 100.31K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.52K | SH | $8.62M 7.57% | 28.52K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 48.30K | SH | $8.42M 7.40% | 48.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 22.17K | SH | $8.21M 7.21% | 22.17K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 59.27K | SH | $6.20M 5.44% | 59.27K | 0.00 | 0.00 |
SK TELECOM CO LTDSOLE | SPONSORED ADR | 194.09K | SH | $5.68M 4.99% | 194.09K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 31.86K | SH | $4.78M 4.20% | 31.86K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.88K | SH | $4.51M 3.96% | 7.88K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 101.57K | SH | $4.48M 3.94% | 101.57K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 10.61K | SH | $3.59M 3.15% | 10.61K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 7.20K | SH | $2.87M 2.52% | 7.20K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.89K | SH | $2.42M 2.12% | 11.89K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 15K | SH | $2.27M 1.99% | 15K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 6.84K | SH | $2.12M 1.86% | 6.84K | 0.00 | 0.00 |