MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
38.6%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 37.14M
Full voting authority
37.14M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.03M | SH | $529.08M 16.03% | 3.03M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.60M | SH | $460.96M 13.97% | 1.60M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 762.90K | SH | $282.40M 8.56% | 762.90K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.18M | SH | $245.47M 7.44% | 1.18M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 792.70K | SH | $245.35M 7.44% | 792.70K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.59M | SH | $239.34M 7.25% | 1.59M | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 137.20K | SH | $181.22M 5.49% | 137.20K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.77M | SH | $146.99M 4.45% | 1.77M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 256.80K | SH | $146.92M 4.45% | 256.80K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 371.60K | SH | $138.14M 4.19% | 371.60K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.14M | SH | $118.66M 3.60% | 1.14M | 0.00 | 0.00 |
NETSKOPE INCSOLE | CL A | 10.95M | SH | $92.97M 2.82% | 10.95M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 535K | SH | $80.69M 2.45% | 535K | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 4.18M | SH | $78.33M 2.37% | 4.18M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.23M | SH | $78.01M 2.36% | 1.23M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 5.27M | SH | $68.94M 2.09% | 5.27M | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 664.10K | SH | $62.34M 1.89% | 664.10K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 1.26M | SH | $52.34M 1.59% | 1.26M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 62.90K | SH | $39.96M 1.21% | 62.90K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $10.49M 0.32% | 280.04K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 60K | SH | $1.27M 0.04% | 60K | 0.00 | 0.00 |