PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Full voting authority
2.17M
shares
Joint voting authority
0.00
shares
No voting authority
70.90K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.80K | SH | $20.66M 17.06% | 35.80K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 23.39K | SH | $10.78M 8.90% | 23.39K | 0.00 | 0.00 |
PROSHARES TRSOLE | PSHS ULTRA QQQ | 105.92K | SH | $6.46M 5.33% | 105.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.35K | SH | $5.31M 4.39% | 14.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.38K | SH | $4.92M 4.06% | 19.38K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 29.65K | SH | $4.75M 3.92% | 29.65K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 38.91K | SH | $4.62M 3.81% | 38.91K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 30.08K | SH | $4.52M 3.73% | 30.08K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 35.03K | SH | $4.51M 3.72% | 35.03K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 4.11K | SH | $4.49M 3.71% | 4.11K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.95K | SH | $4.34M 3.58% | 2.95K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 28.65K | SH | $4.33M 3.58% | 28.65K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 13.45K | SH | $4.22M 3.49% | 13.45K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 12.35K | SH | $4.22M 3.48% | 12.35K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 23.74K | SH | $4.03M 3.32% | 23.74K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 23.25K | SH | $2.97M 2.45% | 23.25K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 1.25K | SH | $2.16M 1.78% | 1.25K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 7.83K | SH | $2.12M 1.75% | 7.83K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 18.76K | SH | $2.04M 1.68% | 18.76K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 15.40K | SH | $2.03M 1.68% | 15.40K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.69K | SH | $1.92M 1.59% | 6.69K | 0.00 | 0.00 |
UNUSUAL MACHS INCSOLE | COM SHS | 108.96K | SH | $1.35M 1.12% | 108.96K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.15K | SH | $1.28M 1.06% | 6.15K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.92K | SH | $1.10M 0.91% | 1.92K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 13.52K | SH | $936.8K 0.77% | 13.52K | 0.00 | 0.00 |