| Nvidia Corporation | 740K | US$149M | 9.9% |
| Microsoft Corp. | 193K | US$89.6M | 6.0% |
| Meta Platforms, Inc. | 108K | US$60.3M | 4.0% |
| Broadcom Inc. | 135K | US$52.4M | 3.5% |
| Alphabet Inc (google) Class C | 124K | US$44.2M | 3.0% |
| Amazon.com, Inc. | 148K | US$40.2M | 2.7% |
| Guardant Health, Inc. | 222K | US$36M | 2.4% |
| Lam Research Corporation | 120K | US$35.3M | 2.4% |
| Apple Inc | 111K | US$34.2M | 2.3% |
| Applovin Corporation | 85,999 | US$34M | 2.3% |
| Monolithic Power Systems, Inc. | 23,808 | US$34M | 2.3% |
| Arista Networks, Inc. | 182K | US$32.8M | 2.2% |
| Revolution Medicines, Inc. | 152K | US$28.6M | 1.9% |
| Snowflake Inc. | 96,892 | US$28.4M | 1.9% |
| Servicenow, Inc. | 213K | US$23.7M | 1.6% |
| Coherent Corp. | 87,936 | US$23.1M | 1.5% |
| Palo Alto Networks, Inc. | 66,186 | US$22M | 1.5% |
| Semtech Corporation | 166K | US$19.6M | 1.3% |
| Take-two Interactive Software, Inc. | 74,158 | US$18M | 1.2% |
| Macom Technology Solutions Holdings, Inc. | 71,597 | US$18M | 1.2% |
| Credo Technology Group Holding Ltd | 83,969 | US$17.4M | 1.2% |
| Oracle Corporation | 121K | US$15.7M | 1.1% |
| Jfrog Ltd. | 193K | US$15.4M | 1.0% |
| Netflix, Inc. | 213K | US$15.2M | 1.0% |
| Kla Corporation | 83,216 | US$15.2M | 1.0% |
| Nebius Group N.v. | 79,805 | US$15.2M | 1.0% |
| Sandisk Corporation | 12,339 | US$15M | 1.0% |
| Varonis Systems, Inc. | 355K | US$14.2M | 0.95% |
| Eli Lilly And Company | 12,329 | US$14.2M | 0.95% |
| Natera, Inc. | 52,743 | US$14.1M | 0.94% |
| Micron Technology, Inc. | 17,033 | US$14M | 0.94% |
| Palantir Technologies Inc. | 112K | US$13.8M | 0.93% |
| Seagate Technology Holdings Plc | 15,955 | US$13.7M | 0.91% |
| Visa Inc. | 36,572 | US$13.4M | 0.90% |
| Amphenol Corporation | 80,720 | US$13M | 0.87% |
| Bridgebio Pharma, Inc. | 162K | US$12.9M | 0.87% |
| Protagonist Therapeutics, Inc. | 77,782 | US$10.6M | 0.71% |
| Fabrinet | 24,054 | US$10.5M | 0.70% |
| Twist Bioscience Corporation | 114K | US$10.4M | 0.70% |
| Anaptysbio, Inc. | 188K | US$10M | 0.67% |
| Applied Materials, Inc. | 19,235 | US$9.77M | 0.65% |
| Maxlinear, Inc | 138K | US$9.21M | 0.62% |
| Advanced Micro Devices Inc | 18,769 | US$8.94M | 0.60% |
| First Tracks Biotherapeutics, Inc. | 188K | US$8.27M | 0.55% |
| Flex Ltd. | 71,928 | US$8.18M | 0.55% |
| Crowdstrike Holdings, Inc. | 42,616 | US$8.13M | 0.54% |
| Vertex Pharmaceuticals Incorporated | 16,887 | US$8.06M | 0.54% |
| Sk Hynix Inc. | 6,903 | US$7.84M | 0.52% |
| Navan, Inc. | 290K | US$7.72M | 0.52% |
| Spyre Therapeutics, Inc. | 76,720 | US$7.54M | 0.50% |
| Space Exploration Technologies Corp | 64,903 | US$7.03M | 0.47% |
| Viavi Solutions Inc. | 186K | US$6.87M | 0.46% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 92,505 | US$6.84M | 0.46% |
| Shopify Inc. | 58,112 | US$6.81M | 0.46% |
| Samsara Inc. | 181K | US$6.75M | 0.45% |
| Synopsys, Inc. | 16,869 | US$6.56M | 0.44% |
| Crinetics Pharmaceuticals, Inc. | 78,410 | US$6.55M | 0.44% |
| Impinj, Inc. | 42,730 | US$6.47M | 0.43% |
| Insmed Incorporated | 62,349 | US$6.15M | 0.41% |
| Novanta Inc. | 42,364 | US$6.04M | 0.40% |
| Datadog, Inc. | 22,242 | US$5.96M | 0.40% |
| Maplebear Inc. | 133K | US$5.91M | 0.40% |
| Ideaya Biosciences, Inc. | 161K | US$5.71M | 0.38% |
| Klaviyo, Inc. Series A | 306K | US$5.46M | 0.37% |
| Zeta Global Holdings Corp. | 244K | US$5.26M | 0.35% |
| Celestica Inc. | 15,327 | US$5.08M | 0.34% |
| Kymera Therapeutics, Inc. | 48,746 | US$5.04M | 0.34% |
| Disc Medicine, Inc. | 64,634 | US$4.98M | 0.33% |
| Riot Platforms, Inc. | 244K | US$4.92M | 0.33% |
| Cadence Design Systems, Inc. | 13,777 | US$4.68M | 0.31% |
| Viridian Therapeutics, Inc. | 247K | US$4.68M | 0.31% |
| Cognex Corporation | 71,283 | US$4.65M | 0.31% |
| Reddit, Inc. | 32,400 | US$4.56M | 0.30% |
| Hci Group, Inc. | 25,873 | US$4.53M | 0.30% |
| Keel Infrastructure Corp. | 1.13M | US$4.48M | 0.30% |
| Ringcentral, Inc. | 78,687 | US$4.38M | 0.29% |
| Advanced Micro-fabrication Equipment Inc. China Class A | 83,249 | US$4.24M | 0.28% |
| Rubrik, Inc. | 57,989 | US$4.2M | 0.28% |
| Core Scientific, Inc. | 201K | US$4.17M | 0.28% |
| Intuit Inc. | 12,805 | US$4.05M | 0.27% |
| Oric Pharmaceuticals, Inc. | 358K | US$3.97M | 0.27% |
| Terawulf Inc. | 221K | US$3.91M | 0.26% |
| Docusign, Inc. | 61,822 | US$3.39M | 0.23% |
| Workday, Inc. | 20,707 | US$3.32M | 0.22% |
| Toast, Inc. | 102K | US$3.3M | 0.22% |
| Dynatrace, Inc. | 73,030 | US$3.24M | 0.22% |
| Zhongji Innolight Co., Ltd. Class H | 18,300 | US$3.14M | 0.21% |
| Fortinet, Inc. | 19,116 | US$3.1M | 0.21% |
| Olema Pharmaceuticals, Inc. | 255K | US$2.92M | 0.20% |
| Zscaler Inc | 18,863 | US$2.85M | 0.19% |
| Absci Corporation | 362K | US$2.82M | 0.19% |
| Pegasystems Inc. | 87,887 | US$2.68M | 0.18% |
| Autodesk, Inc. | 11,433 | US$2.68M | 0.18% |
| Dyne Therapeutics, Inc. | 104K | US$2.61M | 0.17% |
| Manhattan Associates, Inc. | 12,917 | US$2.47M | 0.17% |
| Salesforce, Inc. | 12,397 | US$2.28M | 0.15% |
| Ciena Corporation | 6,022 | US$2.27M | 0.15% |
| Cirrus Logic, Inc. | 17,550 | US$2.27M | 0.15% |
| Adobe Inc. | 9,028 | US$2.26M | 0.15% |
| Godaddy Inc. | 27,284 | US$2.26M | 0.15% |