LAS VEGAS, NV
Allocation by class
Portfolio Concentration
Top 3 weight
34.9%
Top 10 weight
69.0%
Voting Authority Distribution
Total shares with voting rights: 1.46B
Full voting authority
1.46B
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 |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 510.66K | SH | $181.19M 12.38% | 181.19M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 757.10K | SH | $172.91M 11.81% | 172.91M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 838.99K | SH | $156.93M 10.72% | 156.93M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 325.30K | SH | $114.24M 7.80% | 114.24M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 64.10K | SH | $111.53M 7.62% | 111.53M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 60.80K | SH | $64.76M 4.42% | 64.76M | 0.00 | 0.00 |
RIGETTI COMPUTING INCSOLE | COMMON STOCK | 3.52M | SH | $55.44M 3.79% | 55.44M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 29K | SH | $52.54M 3.59% | 52.54M | 0.00 | 0.00 |
D-WAVE QUANTUM INCSOLE | COM | 3.12M | SH | $51.72M 3.53% | 51.72M | 0.00 | 0.00 |
ROCKET LAB USA INCSOLE | COM | 702.63K | SH | $48.96M 3.34% | 48.96M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 101.60K | SH | $46.17M 3.15% | 46.17M | 0.00 | 0.00 |
SEGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 43.50K | SH | $40.12M 2.74% | 40.12M | 0.00 | 0.00 |
IONQ INCSOLE | COM | 768.90K | SH | $33.72M 2.30% | 33.72M | 0.00 | 0.00 |
SK HYNIX INCSOLE | AMERICAN DEPOSIT | 178.60K | SH | $32.89M 2.25% | 32.89M | 0.00 | 0.00 |
NETAPP INCSOLE | COM | 153.50K | SH | $32.25M 2.20% | 32.25M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 89K | SH | $25.78M 1.76% | 25.78M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30.98K | SH | $22.47M 1.54% | 22.47M | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 74K | SH | $20.50M 1.40% | 20.50M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 75.40K | SH | $19.92M 1.36% | 19.92M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 19.80K | SH | $19.23M 1.31% | 19.23M | 0.00 | 0.00 |
EVERPURE INCSOLE | CL A | 144.31K | SH | $18.87M 1.29% | 18.87M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 41.43K | SH | $15.21M 1.04% | 15.21M | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCSOLE | COM | 152.48K | SH | $15.14M 1.03% | 15.14M | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 35.23K | SH | $12.39M 0.85% | 12.39M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 29.50K | SH | $11.72M 0.80% | 11.72M | 0.00 | 0.00 |