|
NVDA
|
US |
NVIDIA CORP |
207,553 |
$28M |
10.53% |
-0.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
23,830 |
$14M |
5.27% |
3.2%
|
- |
|
NFLX
|
US |
NETFLIX INC |
11,880 |
$11M |
4.00% |
8.5%
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
90,159 |
$11M |
4.00% |
8.8%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
138,776 |
$10M |
3.96% |
15.7%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
80,191 |
$9M |
3.26% |
-1.8%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
76,318 |
$8M |
3.19% |
100.0%
|
- |
|
AXON
|
US |
AXON ENTERPRISE INC |
13,846 |
$8M |
3.11% |
-1.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
36,840 |
$8M |
3.05% |
62.4%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
20,677 |
$7M |
2.67% |
36.1%
|
- |
|
AMLP
|
US |
ALERIAN MLP ETF |
145,902 |
$7M |
2.65% |
2.2%
|
- |
|
PSTG
|
US |
PURE STORAGE INC - CLASS A |
114,035 |
$7M |
2.65% |
-0.4%
|
- |
|
NOW
|
US |
SERVICENOW INC |
6,196 |
$7M |
2.48% |
21.8%
|
- |
|
HTGC
|
US |
HERCULES CAPITAL INC |
275,876 |
$6M |
2.09% |
32.2%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
16,277 |
$5M |
1.99% |
322.3%
|
- |
|
SQ
|
US |
BLOCK INC |
60,277 |
$5M |
1.94% |
16.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
11,983 |
$5M |
1.91% |
1.4%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
5,296 |
$5M |
1.83% |
-0.1%
|
- |
|
AVGO
|
US |
BROADCOM INC |
20,767 |
$5M |
1.82% |
-8.5%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
15,280 |
$5M |
1.82% |
-0.1%
|
- |