Allocation by class
Portfolio Concentration
Top 3 weight
34.5%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 14.09M
Full voting authority
12.72M
shares
Joint voting authority
0.00
shares
No voting authority
1.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 1.23M | SH | $516.55M 13.69% | 1.07M | 0.00 | 162.25K |
ALPHABET INCSOLE | CAP STK CL A | 1.38M | SH | $493.30M 13.07% | 1.23M | 0.00 | 146.21K |
AMAZON COM INCSOLE | COM | 1.23M | SH | $292.57M 7.75% | 1.08M | 0.00 | 146.73K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 137.31K | SH | $273.17M 7.24% | 122.05K | 0.00 | 15.26K |
META PLATFORMS INCSOLE | CL A | 474.89K | SH | $267.50M 7.09% | 422.13K | 0.00 | 52.76K |
NVIDIA CORPORATIONSOLE | COM | 1.27M | SH | $254.16M 6.73% | 1.12M | 0.00 | 153.21K |
BLOCK INCSOLE | CL A | 2.68M | SH | $203.90M 5.40% | 2.68M | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 1.18M | SH | $201.14M 5.33% | 1.05M | 0.00 | 126.53K |
MICROSOFT CORPSOLE | COM | 524.26K | SH | $195.56M 5.18% | 467.99K | 0.00 | 56.27K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 531.33K | SH | $188.39M 4.99% | 476.66K | 0.00 | 54.67K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 419.33K | SH | $166.76M 4.42% | 383.60K | 0.00 | 35.73K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 1.11M | SH | $129.68M 3.44% | 984.28K | 0.00 | 127.20K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 264.30K | SH | $126.22M 3.34% | 263.04K | 0.00 | 1.26K |
AXON ENTERPRISE INCSOLE | COM | 213.51K | SH | $119.70M 3.17% | 178.31K | 0.00 | 35.20K |
VISA INCSOLE | COM CL A | 257.31K | SH | $88.28M 2.34% | 234.53K | 0.00 | 22.78K |
MASTERCARD INCORPORATEDSOLE | CL A | 142.10K | SH | $72.98M 1.93% | 130.68K | 0.00 | 11.42K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 68.76K | SH | $64.32M 1.70% | 62.70K | 0.00 | 6.06K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 107.72K | SH | $49.46M 1.31% | 86.86K | 0.00 | 20.87K |
DUTCH BROS INCSOLE | CL A | 598.04K | SH | $42.95M 1.14% | 444.76K | 0.00 | 153.28K |
SERVICENOW INCSOLE | COM | 274.95K | SH | $27.30M 0.72% | 233.48K | 0.00 | 41.46K |