SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
34.9%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 13.37M
Full voting authority
8.75M
shares
Joint voting authority
0.00
shares
No voting authority
4.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VODAFONE GROUP PLCSOLE | SPONSORED ADR | 2.50M | SH | $33.06M 16.05% | 0.00 | 0.00 | 2.50M |
ABIVAX SASOLE | SPONSORED ADS | 157.50K | SH | $20.99M 10.19% | 157.50K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 387K | SH | $17.83M 8.65% | 321K | 0.00 | 66K |
NEKTAR THERAPEUTICSSOLE | COM NEW | 243K | SH | $16.96M 8.24% | 243K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 44K | SH | $10.79M 5.24% | 26K | 0.00 | 18K |
COMPASS PATHWAYS PLCSOLE | SPONSORED ADS | 692K | SH | $9.79M 4.75% | 460K | 0.00 | 232K |
CHURCHILL CAP CORP XISOLE | CL A ORD SHS | 550K | SH | $9.60M 4.66% | 550K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 24.10K | SH | $8.52M 4.13% | 24.10K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCSOLE | CL A COM | 1.04M | SH | $6.15M 2.98% | 1.04M | 0.00 | 0.00 |
CERIBELL INCSOLE | COM | 300.88K | SH | $5.85M 2.84% | 288K | 0.00 | 12.88K |
EVOLV TECHNOLOGIES HLDNGS INSOLE | COM CL A | 950K | SH | $5.51M 2.67% | 950K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 376K | SH | $4.99M 2.42% | 376K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 744K | SH | $4.51M 2.19% | 50.46K | 0.00 | 693.54K |
APPLIED OPTOELECTRONICS INCSOLE | COM | 25K | SH | $3.70M 1.80% | 25K | 0.00 | 0.00 |
RAYONIER ADVANCED MATLS INCSOLE | COM | 470K | SH | $3.69M 1.79% | 470K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 12.40K | SH | $3.42M 1.66% | 12.40K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 116.80K | SH | $3.42M 1.66% | 113.40K | 0.00 | 3.40K |
JOBY AVIATION INCSOLE | COMMON STOCK | 375K | SH | $3.35M 1.62% | 375K | 0.00 | 0.00 |
STRATA CRITICAL MEDICAL INCSOLE | CL A COM | 586.20K | SH | $3.09M 1.50% | 586.20K | 0.00 | 0.00 |
ASP ISOTOPES INCSOLE | COM | 424.80K | SH | $2.64M 1.28% | 0.00 | 0.00 | 424.80K |
HORIZON QUANTUM HOLDINGS LTDSOLE | CL A ORD SHS | 90K | SH | $2.50M 1.21% | 90K | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 13K | SH | $2.25M 1.09% | 8.31K | 0.00 | 4.69K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 58.50K | SH | $2.03M 0.98% | 58.50K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 37K | SH | $2.01M 0.98% | 37K | 0.00 | 0.00 |
SPINNAKER ETF SERIESSOLE | SELE STO EUR ETF | 47K | SH | $1.98M 0.96% | 47K | 0.00 | 0.00 |