Allocation by class
Portfolio Concentration
Top 3 weight
72.5%
Top 10 weight
95.9%
Voting Authority Distribution
Total shares with voting rights: 7.69M
Full voting authority
7.69M
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 |
|---|---|---|---|---|---|---|---|
NAVAN INCSOLE | CL A | 5.87M | SH | $77.78M 33.39% | 5.87M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.05M | SH | $72.75M 31.23% | 1.05M | 0.00 | 0.00 |
BILLIONTOONE INCSOLE | CL A | 233.33K | SH | $18.42M 7.91% | 233.33K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 40.38K | SH | $13.65M 5.86% | 40.38K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 58.34K | SH | $12.47M 5.35% | 58.34K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 43.74K | SH | $10.42M 4.47% | 43.74K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 127.71K | SH | $7.91M 3.39% | 127.71K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 33.04K | SH | $4.06M 1.74% | 33.04K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 32.60K | SH | $3.02M 1.30% | 32.60K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 7.44K | SH | $2.95M 1.27% | 7.44K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 18.81K | SH | $2.55M 1.09% | 18.81K | 0.00 | 0.00 |
BICARA THERAPEUTICS INCSOLE | COM | 113.78K | SH | $2.26M 0.97% | 113.78K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.93K | SH | $1.52M 0.65% | 4.93K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 26.65K | SH | $1.52M 0.65% | 26.65K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.42K | SH | $1.47M 0.63% | 8.42K | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 11.88K | SH | $222.5K 0.10% | 11.88K | 0.00 | 0.00 |