| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | Technology | 11.2% | — Unchanged | — |
| 2 | MICROSOFT CORP | MSFT | Technology | 8.9% | ▼ Decreasing | -16% |
| 3 | AMAZON COM INC | AMZN | Technology | 7.8% | ▼ Decreasing | -9% |
| 4 | NVIDIA CORPORATION | NVDA | Technology | 6.9% | ▼ Decreasing | -6% |
| 5 | SEA LTD | SE | Communications | 6.6% | ▼ Decreasing | -4% |
| 6 | META PLATFORMS INC | META | Technology | 6.1% | ▼ Decreasing | -2% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Technology | 5.0% | — Unchanged | — |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 3.8% | ▼ Decreasing | -19% |
| 9 | BROADCOM INC | AVGO | Technology | 3.4% | — Unchanged | -0% |
| 10 | APOLLO GLOBAL MGMT INC | — | Other | 3.0% | — Unchanged | — |
| 11 | REDDIT INC | RDDT | Other | 3.0% | ▼ Decreasing | -18% |
| 12 | APPLOVIN CORP | APP | Technology | 2.9% | ▼ Decreasing | -35% |
| 13 | FLUTTER ENTMT PLC | — | Other | 2.9% | ▲ Increasing | +9% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | Communications | 2.5% | — Unchanged | — |
| 15 | LAM RESEARCH CORP | LRCX | Technology | 2.2% | ▼ Decreasing | -26% |
| 16 | GE VERNOVA INC | GEV | Industrials | 2.1% | ▼ Decreasing | -16% |
| 17 | COUPANG INC | CPNG | Other | 2.1% | ▲ Increasing | +66% |
| 18 | VEEVA SYS INC | VEEV | Other | 1.8% | — Unchanged | — |
| 19 | CORPAY INC | — | Other | 1.8% | — Unchanged | -1% |
| 20 | GRAB HOLDINGS LIMITED | — | Other | 1.6% | — Unchanged | — |
| 21 | BLOCK INC | SQ | Other | 1.4% | ▲ Increasing | +44% |
| 22 | ZILLOW GROUP INC | — | Other | 1.4% | ▲ Increasing | +20% |
| 23 | CHIME FINL INC | — | Other | 1.2% | ▲ Increasing | +14% |
| 24 | ZSCALER INC | ZS | Other | 1.2% | ▼ Decreasing | -6% |
| 25 | SERVICENOW INC | NOW | Other | 1.1% | ▲ Increasing | +609% |
| 26 | LIBERTY MEDIA CORP DEL | LSXMA | Other | 0.9% | — Unchanged | — |
| 27 | APPLIED MATLS INC | AMAT | Technology | 0.8% | — Unchanged | — |
| 28 | NETFLIX INC | NFLX | Communications | 0.8% | ▲ Increasing | +1108% |
| 29 | WORKDAY INC | WDAY | Other | 0.7% | — Unchanged | — |
| 30 | WEALTHFRONT CORP | — | Other | 0.7% | ● New | NEW |
| 31 | NU HLDGS LTD | NU | Other | 0.6% | — Unchanged | — |
| 32 | PROCORE TECHNOLOGIES INC | — | Other | 0.6% | — Unchanged | — |
| 33 | COSTAR GROUP INC | COYA | Healthcare | 0.5% | ▼ Decreasing | -30% |
| 34 | UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.5% | ▼ Decreasing | -4% |
| 35 | ELASTIC N V | — | Other | 0.4% | — Unchanged | — |
| 36 | HINGE HEALTH INC | — | Other | 0.3% | ▲ Increasing | +227% |
| 37 | SHERWIN WILLIAMS CO | SHW | Other | 0.3% | ▼ Decreasing | -22% |
| 38 | ZILLOW GROUP INC | — | Other | 0.2% | ▲ Increasing | +31% |
| 39 | ATRENEW INC | — | Other | 0.2% | — Unchanged | — |
| 40 | WEBULL CORP | — | Other | 0.2% | ▼ Decreasing | -43% |
| 41 | PONY AI INC | — | Other | 0.1% | ▲ Increasing | +684% |
| 42 | CIRCLE INTERNET GROUP INC | — | Other | 0.1% | ▲ Increasing | +300% |
| 43 | UBER TECHNOLOGIES INC | UBER | Consumer | 0.0% | — Unchanged | — |
| 44 | FIGURE TECHNOLOGY SOLUTIO | — | Other | 0.0% | — Unchanged | — |
| 45 | JD.COM INC | — | Other | 0.0% | — Unchanged | — |
| 46 | NETSKOPE INC | — | Other | 0.0% | — Unchanged | — |
| 47 | DOORDASH INC | DASH | Other | 0.0% | — Unchanged | — |
| 48 | KLARNA GROUP PLC | — | Other | 0.0% | — Unchanged | — |
| 49 | BULLISH | — | Other | 0.0% | — Unchanged | — |
| 50 | ETORO GROUP LTD | — | Other | 0.0% | — Unchanged | — |
| … and 4 more positions | ||||||