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CIK 0001835730 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $33.5M | 2.5%Prev: 4.7% | 156,250 SH | Decreased-294,750 SH |
| AFFIRM HLDGS INC | COM CL A | $4.7M | 0.4%Prev: 0.9% | 63,186 SH | Decreased-136,814 SH |
| ALPHABET INC | CAP STK CL A | $26.1M | 2.0%Prev: 4.7% | 83,372 SH | Decreased-216,628 SH |
| AMAZON COM INC | COM | $24.1M | 1.8% | 104,235 SH | New |
| AMKOR TECHNOLOGY INC | COM | $18.5M | 1.4% | 469,121 SH | New |
| ARISTA NETWORKS INC | COM SHS | $655K | 0.0%Prev: 0.1% | 5,000 SH | Decreased-5,000 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $1.1M | 0.1% | 10,000 SH | New |
| ASTERA LABS INC | COM | $832K | 0.1%Prev: 0.1% | 5,000 SH | Decreased-5,000 SH |
| ATLASSIAN CORPORATION | CL A | $43.1M | 3.3%Prev: 1.4% | 266,101 SH | Increased+126,101 SH |
| BILL HOLDINGS INC | COM | $1.7M | 0.1% | 31,593 SH | New |
| BLOCK INC | CL A | $10.2M | 0.8%Prev: 4.0% | 156,546 SH | Decreased-693,454 SH |
| BOOKING HOLDINGS INC | COM | $22.3M | 1.7%Prev: 1.1% | 4,168 SH | Increased+1,012 SH |
| BROADCOM INC | COM | $23.5M | 1.8% | 67,762 SH | New |
| CARVANA CO | CL A | $29.0M | 2.2%Prev: 2.2% | 68,721 SH | Decreased-21,279 SH |
| CIRCLE INTERNET GROUP INC | COM CL A | $793K | 0.1%Prev: 0.2% | 10,000 SH | Decreased-10,000 SH |
| CLEARWATER ANALYTICS HLDGS I | CL A | $10.2M | 0.8% | 421,242 SH | New |
| COHERENT CORP | COM | $26.0M | 2.0% | 140,881 SH | New |
| COINBASE GLOBAL INC | COM CL A | $1.1M | 0.1%Prev: 0.2% | 5,000 SH | Decreased-5,000 SH |
| COMMVAULT SYS INC | COM | $3.7M | 0.3% | 29,551 SH | New |
| COREWEAVE INC | COM CL A | $716K | 0.1%Prev: 3.1% | 10,000 SH | Decreased-340,000 SH |
| CORNING INC | COM | $22.1M | 1.7% | 252,352 SH | New |
| COUPANG INC | CL A | $944K | 0.1%Prev: 1.4% | 40,000 SH | Decreased-610,000 SH |
| DELL TECHNOLOGIES INC | CL C | $1.3M | 0.1% | 10,000 SH | New |
| DIGITAL RLTY TR INC | COM | $774K | 0.1% | 5,000 SH | New |
| DISNEY WALT CO | COM | $44.9M | 3.4%Prev: 2.6% | 394,915 SH | Increased+44,915 SH |
| DRAFTKINGS INC NEW | COM CL A | $35.9M | 2.7%Prev: 2.2% | 1,042,460 SH | Increased+142,460 SH |
| EBAY INC. | COM | $28.1M | 2.1%Prev: 0.6% | 323,181 SH | Increased+222,181 SH |
| ECHOSTAR CORP | CL A | $12.0M | 0.9% | 110,498 SH | New |
| EQUINIX INC | COM | $35.8M | 2.7%Prev: 2.5% | 46,726 SH | Decreased-3,274 SH |
| ETSY INC | COM | $11.0M | 0.8%Prev: 2.4% | 198,232 SH | Decreased-351,768 SH |
| FISERV INC | COM | $3.5M | 0.3% | 52,090 SH | New |
| FLUTTER ENTMT PLC | SHS | $33.6M | 2.5%Prev: 3.7% | 156,422 SH | Decreased-68,578 SH |
| FORTINET INC | COM | $21.6M | 1.6%Prev: 1.4% | 271,748 SH | Increased+21,748 SH |
| FOX CORP | CL B COM | $47.4M | 3.6%Prev: 2.3% | 729,627 SH | Increased+104,627 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $10.4M | 0.8% | 2,083,583 SH | New |
| HUBSPOT INC | COM | $24.2M | 1.8% | 60,391 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.5M | 0.1%Prev: 0.2% | 5,000 SH | Decreased-5,000 SH |
| INTUIT | COM | $14.6M | 1.1%Prev: 2.2% | 22,115 SH | Decreased-27,885 SH |
| IREN LIMITED | ORDINARY SHARES | $944K | 0.1% | 25,000 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $13.9M | 1.1%Prev: 1.7% | 279,219 SH | Decreased-120,781 SH |
| LUMENTUM HLDGS INC | COM | $34.5M | 2.6%Prev: 1.9% | 93,708 SH | Increased-86,292 SH |
| MAPLEBEAR INC | COM | $37.6M | 2.9%Prev: 1.3% | 836,929 SH | Increased+283,929 SH |
| MARVELL TECHNOLOGY INC | COM | $22.1M | 1.7% | 260,524 SH | New |
| MICROCHIP TECHNOLOGY INC. | COM | $13.3M | 1.0% | 208,457 SH | New |
| MICRON TECHNOLOGY INC | COM | $11.9M | 0.9% | 41,640 SH | New |
| MICROSOFT CORP | COM | $44.9M | 3.4%Prev: 1.7% | 92,765 SH | Increased+41,765 SH |
| MONDAY COM LTD | SHS | $14.8M | 1.1% | 100,466 SH | New |
| MONGODB INC | CL A | $13.1M | 1.0%Prev: 1.0% | 31,242 SH | Decreased-18,758 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $837K | 0.1%Prev: 1.5% | 10,000 SH | Decreased-191,000 SH |
| NETFLIX INC | COM | $19.5M | 1.5%Prev: 3.2% | 208,485 SH | Decreased+167,485 SH |
| NUTANIX INC | CL A | $35.0M | 2.7% | 677,284 SH | New |
| NVIDIA CORPORATION | COM | $58.2M | 4.4%Prev: 6.0% | 312,289 SH | Decreased-187,711 SH |
| OMNICOM GROUP INC | COM | $19.1M | 1.5% | 236,949 SH | New |
| ONTO INNOVATION INC | COM | $12.3M | 0.9% | 78,101 SH | New |
| PAYPAL HLDGS INC | COM | $876K | 0.1%Prev: 0.6% | 15,000 SH | Decreased-135,000 SH |
| PELOTON INTERACTIVE INC | CL A COM | $3.2M | 0.2%Prev: 0.6% | 520,942 SH | Decreased-479,058 SH |
| PROCORE TECHNOLOGIES INC | COM | $15.8M | 1.2% | 217,256 SH | New |
| ROKU INC | COM CL A | $5.7M | 0.4%Prev: 1.6% | 52,130 SH | Decreased-187,870 SH |
| SEA LTD | SPONSORD ADS | $6.8M | 0.5%Prev: 2.3% | 53,155 SH | Decreased-147,845 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $7.2M | 0.5% | 26,049 SH | New |
| SNAP INC | CL A | $9.3M | 0.7% | 1,146,509 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $30.3M | 2.3%Prev: 2.7% | 52,107 SH | Decreased-7,893 SH |
| STUBHUB HLDGS INC | CL A | $338K | 0.0%Prev: 0.0% | 25,000 SH | Increased+5,000 SH |
| SYNOPSYS INC | COM | $36.7M | 2.8%Prev: 1.6% | 78,184 SH | Increased+28,184 SH |
| T-MOBILE US INC | COM | $44.9M | 3.4%Prev: 0.2% | 221,152 SH | Increased+211,152 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $47.5M | 3.6%Prev: 3.6% | 156,335 SH | Decreased-43,665 SH |
| TWILIO INC | CL A | $14.4M | 1.1%Prev: 1.6% | 101,002 SH | Decreased-148,998 SH |
| UBER TECHNOLOGIES INC | COM | $51.1M | 3.9%Prev: 0.6% | 625,381 SH | Increased+525,381 SH |
| VERIZON COMMUNICATIONS INC | COM | $22.3M | 1.7% | 547,616 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $810K | 0.1% | 5,000 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $10.6M | 0.8% | 368,587 SH | New |
| WARNER MUSIC GROUP CORP | COM CL A | $16.0M | 1.2% | 521,196 SH | New |
| WESTERN DIGITAL CORP | COM | $3.6M | 0.3% | 20,850 SH | New |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | $8.4M | 0.6% | 827,658 SH | New |
| 13F-HR |
| 0001835730-26-000008 |
| $1.70B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001835730-25-000006 | $1.21B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001835730-26-000006 | $1.52B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001835730-25-000005 | $975.2M | View |