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CIK 0001135730 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $55.8M | 0.1%Prev: 0.6% | 95,987 SH | Decreased-1,434,254 SH |
| ALPHABET INC | CAP STK CL A | $1.74B | 3.6%Prev: 1.0% | 4,856,251 SH | Increased+2,845,570 SH |
| ALPHABET INC | CAP STK CL C | $321.0M | 0.7% | 908,395 SH | New |
| AMAZON COM INC | COM | $2.82B | 5.8%Prev: 6.2% | 11,834,799 SH | Increased+1,677,175 SH |
| AMC ENTMT HLDGS INC | CL A NEW | $433K | 0.0%Prev: 0.0% | 228,136 SH | Decreased |
| APPLIED MATLS INC | COM | $3.05B | 6.3% | 4,213,483 SH | New |
| APPLOVIN CORP | COM CL A | $603.4M | 1.2%Prev: 1.8% | 1,171,189 SH | Decreased-644,626 SH |
| ARBOR REALTY TRUST INC | COM | $22.7M | 0.0% | 4,196,885 SH | New |
| ARGAN INC | COM | $28.8M | 0.1% | 36,101 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $587.7M | 1.2% | 295,406 SH | New |
| BEYOND MEAT INC | COM | $225K | 0.0%Prev: 0.0% | 299,885 SH | Decreased-43,508 SH |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | $65.7M | 0.1% | 1,083,410 SH | New |
| BROADCOM INC | COM | $2.21B | 4.5%Prev: 4.3% | 5,846,831 SH | Increased+199,324 SH |
| CARIS LIFE SCIENCES INC | COM | $175.0M | 0.4%Prev: 0.8% | 9,819,992 SH | Decreased-322,206 SH |
| CARVANA CO | CL A | $215.8M | 0.4%Prev: 1.7% | 3,278,865 SH | Decreased+1,478,810 SH |
| CEREBRAS SYSTEMS INC | COM CL A | $1.55B | 3.2% | 7,011,028 SH | New |
| CHARGEPOINT HOLDINGS INC | COM SHS | $911K | 0.0% | 154,086 SH | New |
| COMFORT SYS USA INC | COM | $35.3M | 0.1% | 17,793 SH | New |
| CONSTELLATION ENERGY CORP | COM | $1.15B | 2.4%Prev: 5.3% | 4,632,475 SH | Decreased-1,291,819 SH |
| DOORDASH INC | CL A | $96.8M | 0.2%Prev: 1.5% | 524,792 SH | Decreased-1,662,016 SH |
| EATON CORP PLC | SHS | $2.12B | 4.4%Prev: 4.7% | 4,968,415 SH | Increased+280,635 SH |
| ENPHASE ENERGY INC | COM | $76.7M | 0.2%Prev: 0.1% | 1,556,941 SH | Increased+712,993 SH |
| EQUINIX INC | COM | $1.33B | 2.7% | 1,273,517 SH | New |
| FIRST CTZNS BANCSHARES INC D | CL A | $290.3M | 0.6% | 139,498 SH | New |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | $1.15B | 2.4% | 20,501,387 SH | New |
| GE VERNOVA INC | COM | $3.01B | 6.2%Prev: 5.5% | 2,558,164 SH | Increased-1,197,096 SH |
| GENERAC HLDGS INC | COM | $114.3M | 0.2%Prev: 0.1% | 390,513 SH | Increased+174,071 SH |
| HERTZ GLOBAL HLDGS INC | *W EXP 06/30/205 | $511K | 0.0%Prev: 0.0% | 468,814 SH | Decreased |
| HERTZ GLOBAL HLDGS INC | COM NEW | $242K | 0.0%Prev: 0.0% | 106,823 SH | Decreased |
| HUT 8 CORP | COM | $1.12B | 2.3% | 9,715,476 SH | New |
| INTEL CORP | COM | $1.69B | 3.5% | 12,084,027 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $315.6M | 0.6%Prev: 1.1% | 793,704 SH | Decreased+56,125 SH |
| LAM RESEARCH CORP | COM NEW | $4.09B | 8.4%Prev: 2.8% | 9,441,603 SH | Increased-1,065,889 SH |
| LUCID GROUP INC | COM NEW | $2.0M | 0.0% | 295,393 SH | New |
| MASTEC INC | COM | $215.2M | 0.4% | 517,250 SH | New |
| MEDICAL PROPERTIES TRUST INC | COM | $20.9M | 0.0% | 4,525,398 SH | New |
| META PLATFORMS INC | CL A | $1.42B | 2.9%Prev: 7.6% | 2,526,048 SH | Decreased-1,154,579 SH |
| MICRON TECHNOLOGY INC | COM | $3.63B | 7.5% | 3,142,269 SH | New |
| MICROSOFT CORP | COM | $1.10B | 2.3%Prev: 5.4% | 2,936,409 SH | Decreased-995,988 SH |
| NATERA INC | COM | $680.0M | 1.4% | 2,505,090 SH | New |
| NETFLIX INC. | COM | $336.3M | 0.7% | 4,710,420 SH | New |
| NOVAVAX INC | COM NEW | $36.1M | 0.1%Prev: 0.1% | 3,836,986 SH | Increased |
| NU HLDGS LTD | ORD SHS CL A | $391.9M | 0.8%Prev: 1.9% | 29,333,576 SH | Decreased-19,109,123 SH |
| NVIDIA CORPORATION | COM | $1.21B | 2.5%Prev: 5.1% | 6,055,197 SH | Decreased-5,433,332 SH |
| OLAPLEX HLDGS INC | COM | $2.6M | 0.0%Prev: 0.0% | 1,264,968 SH | Increased |
| PAYPAL HLDGS INC | COM | $53.7M | 0.1%Prev: 1.4% | 1,243,590 SH | Decreased-5,727,232 SH |
| PELOTON INTERACTIVE INC | CL A COM | $14.8M | 0.0%Prev: 0.0% | 2,500,000 SH | Decreased |
| PINTEREST INC | CL A | $25.2M | 0.1%Prev: 0.2% | 1,197,780 SH | Decreased-480,984 SH |
| PLUG PWR INC | COM NEW | $6.9M | 0.0% | 2,545,243 SH | New |
| QUALCOMM INC | COM | $256.4M | 0.5% | 1,387,312 SH | New |
| QUANTUMSCAPE CORP | COM CL A | $32.5M | 0.1%Prev: 0.1% | 4,294,995 SH | Increased |
| REDDIT INC | CL A | $484.3M | 1.0%Prev: 2.6% | 2,789,891 SH | Decreased-3,419,103 SH |
| RINGCENTRAL INC | CL A | $16.0M | 0.0%Prev: 0.0% | 411,351 SH | Increased |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $3.17B | 6.5% | 18,561,780 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $601.8M | 1.2%Prev: 3.4% | 1,310,632 SH | Decreased-280,535 SH |
| SPROUTS FMRS MKT INC | COM | $101.8M | 0.2% | 1,203,773 SH | New |
| STITCH FIX INC | COM CL A | $3.0M | 0.0%Prev: 0.0% | 735,373 SH | Increased-54,794 SH |
| SYNOPSYS INC | COM | $141.6M | 0.3% | 317,465 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $4.26B | 8.8% | 8,914,995 SH | New |
| TESLA INC | COM | $25.2M | 0.1%Prev: 1.8% | 59,963 SH | Decreased-1,977,028 SH |
| THE TRADE DESK INC | COM CL A | $25.1M | 0.1%Prev: 0.2% | 1,387,089 SH | Decreased+388,100 SH |
| UIPATH INC | CL A | $21.3M | 0.0%Prev: 0.1% | 1,961,365 SH | Decreased-308,192 SH |
| UPSTART HLDGS INC | COM | $30.9M | 0.1%Prev: 0.2% | 870,947 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $270.1M | 0.6% | 806,594 SH | New |
| ZILLOW GROUP INC | CL A | $10.3M | 0.0%Prev: 0.1% | 328,189 SH | Decreased |
| ZILLOW GROUP INC | CL C CAP STK | $23.3M | 0.0%Prev: 0.1% | 739,700 SH | Decreased |
| 13F-HR |
| 0000919574-26-005478 |
| $48.63B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004823 | $35.90B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003501 | $29.06B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003179 | $22.68B | View |