CIK 1697748
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Software | 15.03% | 22 |
| Pharmaceuticals & Biotechnology | 12.82% | 19 |
| Banks | 10.50% | 7 |
| Semiconductors & Semiconductor Equipment | 8.37% | 7 |
| Automobiles & Components | 8.19% | 2 |
| Aerospace & Defense | 8.14% | 14 |
| Software & IT Services | 7.83% | 12 |
| Technology Hardware & Equipment | 3.89% | 9 |
| Health Care Providers & Services | 3.78% | 7 |
| Life Sciences Tools & Services | 3.71% | 4 |
| Machinery | 3.43% | 10 |
| Capital Markets | 3.27% | 2 |
| Media & Entertainment | 3.23% | 3 |
| Specialty Retail | 2.20% | 1 |
| Commercial Services & Supplies | 1.91% | 9 |
| Unclassified | 1.79% | 34 |
| Health Care Equipment & Supplies | 0.75% | 8 |
| Diversified Telecommunication Services | 0.37% | 1 |
| Entertainment | 0.34% | 2 |
| Metals & Mining | 0.32% | 4 |
| Utilities | 0.14% | 1 |
| Electrical Equipment & Components | 0.01% | 1 |
| Chemicals | 0.01% | 2 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | TSLA | Tesla, Inc. | Consumer Discretionary | 8.19% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Information Technology | 4.29% |
| 3 | CRSP | CRISPR Therapeutics AG | Health Care | 4.19% |
| 4 | SHOP | SHOPIFY INC. | Information Technology | 3.85% |
| 5 | PLTR | Palantir Technologies Inc. | Information Technology | 3.54% |
| 6 | TEM | Tempus AI, Inc. | Information Technology | 3.38% |
| 7 | CRCL | Circle Internet Group, Inc. | Financials | 3.35% |
| 8 | HOOD | Robinhood Markets, Inc. | Financials | 3.24% |
| 9 | COIN | Coinbase Global, Inc. | Financials | 3.22% |
| 10 | TER | TERADYNE, INC | Information Technology | 2.87% |
147/181 names classified · sector 98.2% of weight · industry 98.2% · mkt cap 91.3%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.2% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 59.2% of book weight (73/181 names) · unclassified 40.8%: CRSP, CRCL, RBLX, TWST, BEAM, TXG, BLSH, TSM, CRWV, ACHR +98 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 2,831,329 | $1.1B | 8.2% | TRIM −3% |
| 2 | AMDADVANCED MICRO DEVICES INC | 2,712,854 | $552M | 4.3% | ADD 5% |
| 3 | CRSPCRISPR THERAPEUTICS AG | 11,313,623 | $538M | 4.2% | ADD 8% |
| 4 | SHOPSHOPIFY INC | 4,177,652 | $496M | 3.9% | ADD 5% |
| 5 | PLTRPALANTIR TECHNOLOGIES INC | 3,109,881 | $455M | 3.5% | TRIM −4% |
| 6 | TEMTEMPUS AI INC | 9,607,745 | $434M | 3.4% | ADD 27% |
| 7 | CRCLCIRCLE INTERNET GROUP INC | 4,509,482 | $430M | 3.3% | ADD 9% |
| 8 | HOODROBINHOOD MKTS INC | 6,003,061 | $416M | 3.2% | ADD 25% |
| 9 | COINCOINBASE GLOBAL INC | 2,372,884 | $414M | 3.2% | TRIM −7% |
| 10 | TERTERADYNE INC | 1,245,122 | $369M | 2.9% | TRIM −47% |
| 11 | ROKUROKU INC | 3,820,405 | $361M | 2.8% | TRIM −35% |
| 12 | RBLXROBLOX CORP | 5,896,106 | $333M | 2.6% | ADD 22% |
| 13 | TWSTTWIST BIOSCIENCE CORP | 6,342,733 | $301M | 2.3% | TRIM −16% |
| 14 | BEAMBEAM THERAPEUTICS INC | 12,133,433 | $289M | 2.2% | TRIM −3% |
| 15 | AMZNAMAZON COM INC | 1,355,283 | $282M | 2.2% | ADD 12% |
| 16 | TXG10X GENOMICS INC | 11,717,317 | $249M | 1.9% | TRIM −7% |
| 17 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 3,491,194 | $246M | 1.9% | HOLD |
| 18 | BLSHBULLISH | 6,562,039 | $234M | 1.8% | ADD 36% |
| 19 | DEDEERE & CO | 399,074 | $225M | 1.7% | TRIM −5% |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 627,704 | $212M | 1.6% | TRIM −16% |
| 21 | GOOGALPHABET INC | 720,414 | $207M | 1.6% | ADD 32% |
| 22 | CRWVCOREWEAVE INC | 2,538,125 | $197M | 1.5% | ADD 32% |
| 23 | ACHRARCHER AVIATION INC | 37,437,062 | $194M | 1.5% | ADD 6% |
| 24 | BMNRBITMINE IMMERSION TECNOLOGIE | 9,699,165 | $192M | 1.5% | ADD 3% |
| 25 | XYZBLOCK INC | 3,093,936 | $186M | 1.4% | TRIM −8% |
| 26 | NTLAINTELLIA THERAPEUTICS INC | 14,509,247 | $186M | 1.4% | ADD 2% |
| 27 | NVDANVIDIA CORPORATION | 1,035,426 | $181M | 1.4% | TRIM −17% |
| 28 | ARKBARK 21SHARES BITCOIN ETF | 6,698,206 | $151M | 1.2% | TRIM −3% |
| 29 | RKLBROCKET LAB CORP | 2,243,656 | $144M | 1.1% | HOLD |
| 30 | ILMNILLUMINA INC | 1,129,459 | $139M | 1.1% | TRIM −27% |
| 31 | NTRANATERA INC | 684,255 | $137M | 1.1% | TRIM −6% |
| 32 | LHXL3HARRIS TECHNOLOGIES INC | 389,694 | $135M | 1.0% | ADD 26% |
| 33 | BWXTBWX TECHNOLOGIES INC | 622,546 | $127M | 1.0% | TRIM −7% |
| 34 | AVGOBROADCOM INC | 407,803 | $126M | 1.0% | NEW |
| 35 | BIDUBAIDU INC | 1,120,331 | $125M | 1.0% | TRIM −3% |
| 36 | RXRXRECURSION PHARMACEUTICALS IN | 40,212,769 | $123M | 1.0% | ADD 8% |
| 37 | AVAVAEROVIRONMENT INC | 559,254 | $102M | 0.8% | ADD 29% |
| 38 | VCYTVERACYTE INC | 3,053,818 | $98M | 0.8% | TRIM −21% |
| 39 | BABAALIBABA GROUP HLDG LTD | 783,171 | $98M | 0.8% | ADD 23% |
| 40 | METAMETA PLATFORMS INC | 153,996 | $88M | 0.7% | TRIM −48% |
| 41 | WGSGENEDX HOLDINGS CORP | 1,324,583 | $85M | 0.7% | ADD 119% |
| 42 | TRMBTRIMBLE INC | 1,247,925 | $81M | 0.6% | ADD 22% |
| 43 | FIGFIGMA INC | 3,392,869 | $72M | 0.6% | ADD 483% |
| 44 | SOFISoFi Technologies, Ince | 3,836,003 | $61M | 0.5% | TRIM −7% |
| 45 | DASHDOORDASH INC | 346,147 | $52M | 0.4% | ADD 13% |
| 46 | ESLTELBIT SYS LTD | 60,281 | $51M | 0.4% | ADD 6% |
| 47 | JOBYJOBY AVIATION INC | 6,173,944 | $51M | 0.4% | ADD 84% |
| 48 | PSNLPERSONALIS INC | 7,944,112 | $51M | 0.4% | HOLD |
| 49 | LUNRINTUITIVE MACHINES INC | 2,656,531 | $49M | 0.4% | ADD 15% |
| 50 | TOSTTOAST INC | 1,810,754 | $48M | 0.4% | TRIM −8% |
| 51 | IRDMIRIDIUM COMMUNICATIONS INC | 1,726,802 | $48M | 0.4% | TRIM −39% |
| 52 | PACBPACIFIC BIOSCIENCES CALIF IN | 36,273,288 | $48M | 0.4% | TRIM −3% |
| 53 | GHGUARDANT HEALTH INC | 486,675 | $45M | 0.3% | TRIM −30% |
| 54 | SYMSYMBOTIC INC | 782,223 | $42M | 0.3% | ADD 22% |
| 55 | CATCATERPILLAR INC | 58,578 | $42M | 0.3% | ADD 71% |
| 56 | MELIMERCADOLIBRE INC | 23,988 | $41M | 0.3% | TRIM −9% |
| 57 | CRWDCROWDSTRIKE HLDGS INC | 105,866 | $41M | 0.3% | TRIM −14% |
| 58 | ABSIABSCI CORPORATION | 13,726,169 | $41M | 0.3% | ADD 9% |
| 59 | CCJCAMECO CORP | 367,177 | $40M | 0.3% | ADD 4% |
| 60 | CDNACAREDX INC | 2,227,556 | $39M | 0.3% | ADD 4% |
| 61 | NETCLOUDFLARE INC | 183,644 | $38M | 0.3% | TRIM −13% |
| 62 | CERSCERUS CORP | 19,161,148 | $35M | 0.3% | ADD 5% |
| 63 | SPOTSPOTIFY TECHNOLOGY S A | 67,778 | $33M | 0.3% | TRIM −14% |
| 64 | ISRGINTUITIVE SURGICAL INC | 68,991 | $32M | 0.2% | ADD 41% |
| 65 | SRTASTRATA CRITICAL MEDICAL INC | 7,455,284 | $31M | 0.2% | ADD 5% |
| 66 | TDYTELEDYNE TECHNOLOGIES INC | 51,435 | $31M | 0.2% | ADD 16% |
| 67 | SNPSSYNOPSYS INC | 76,070 | $30M | 0.2% | ADD 22% |
| 68 | WRDWERIDE INC | 3,649,331 | $30M | 0.2% | ADD 82% |
| 69 | DKNGDRAFTKINGS INC NEW | 1,353,109 | $29M | 0.2% | TRIM −70% |
| 70 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 2,092,969 | $29M | 0.2% | TRIM −2% |
| 71 | DDOGDATADOG INC | 226,622 | $27M | 0.2% | ADD 3% |
| 72 | NRIXNURIX THERAPEUTICS INC | 1,721,135 | $27M | 0.2% | ADD 7% |
| 73 | AURAURORA INNOVATION INC | 6,450,763 | $27M | 0.2% | ADD 24% |
| 74 | KDKKODIAK AI INC. | 3,805,228 | $26M | 0.2% | ADD 43% |
| 75 | PEVERPURE INC | 428,616 | $25M | 0.2% | ADD 8% |
| 76 | SDGRSCHRODINGER INC | 2,067,135 | $23M | 0.2% | TRIM −2% |
| 77 | PRMEPRIME MEDICINE INC | 6,246,827 | $22M | 0.2% | ADD 16% |
| 78 | IONSIONIS PHARMACEUTICALS INC | 288,716 | $22M | 0.2% | TRIM −32% |
| 79 | ARCTARCTURUS THERAPEUTICS HLDGS | 2,769,518 | $21M | 0.2% | ADD 6% |
| 80 | BFLYBUTTERFLY NETWORK INC | 5,227,503 | $21M | 0.2% | TRIM −16% |
| 81 | NFLXNETFLIX INC | 217,421 | $21M | 0.2% | ADD 31% |
| 82 | ABNBAIRBNB INC | 161,662 | $20M | 0.2% | TRIM −84% |
| 83 | RBRKRUBRIK INC. | 395,049 | $19M | 0.2% | TRIM −13% |
| 84 | CMPSCOMPASS PATHWAYS PLC | 3,301,050 | $18M | 0.1% | ADD 53% |
| 85 | PONYPONY AI INC | 1,926,151 | $18M | 0.1% | ADD 17% |
| 86 | GTLBGITLAB INC | 826,885 | $18M | 0.1% | TRIM −4% |
| 87 | OKLOOKLO INC | 351,169 | $17M | 0.1% | ADD 57% |
| 88 | NUNU HLDGS LTD | 1,170,765 | $17M | 0.1% | TRIM −12% |
| 89 | GENIGENIUS SPORTS LIMITED | 3,331,190 | $15M | 0.1% | ADD 40% |
| 90 | SESEA LTD | 173,066 | $14M | 0.1% | ADD 17% |
| 91 | GRMNGARMIN LTD | 53,700 | $12M | 0.1% | ADD 40% |
| 92 | CNTNTHARIMMUNE INC | 3,695,084 | $12M | 0.1% | ADD 14% |
| 93 | HEIHEICO CORP NEW | 43,741 | $12M | 0.1% | ADD 133% |
| 94 | MASS908 DEVICES INC | 1,946,685 | $12M | 0.1% | HOLD |
| 95 | LLYELI LILLY & CO | 12,676 | $12M | 0.1% | NEW |
| 96 | BNTXBIONTECH SE | 127,878 | $11M | 0.1% | NEW |
| 97 | ETORETORO GROUP LTD | 352,252 | $11M | 0.1% | TRIM −9% |
| 98 | KLARKLARNA GROUP PLC | 778,161 | $10M | 0.1% | ADD 6% |
| 99 | HONHONEYWELL INTL INC | 38,709 | $9M | 0.1% | ADD 40% |
| 100 | LMTLOCKHEED MARTIN CORP | 13,267 | $8M | 0.1% | ADD 117% |
| 101 | SLMTBRERA HOLDINGS PLC | 9,687,877 | $8M | 0.1% | ADD 7% |
| 102 | ZZILLOW GROUP INC | 166,685 | $7M | 0.1% | TRIM −32% |
| 103 | ARKKARK ETF TR | 95,637 | $6M | 0.1% | ADD 16% |
| 104 | GENBGENERATE BIOMEDICINES INC | 498,408 | $6M | 0.0% | NEW |
| 105 | PAYPPAYPAY CORP | 267,663 | $6M | 0.0% | NEW |
| 106 | QSIQUANTUM SI INC | 6,878,899 | $5M | 0.0% | TRIM −2% |
| 107 | KSPIKASPI KZ JSC | 62,632 | $5M | 0.0% | TRIM −53% |
| 108 | ICEINTERCONTINENTAL EXCHANGE IN | 29,181 | $5M | 0.0% | TRIM −46% |
| 109 | SSYSSTRATASYS LTD | 416,428 | $3M | 0.0% | TRIM −8% |
| 110 | TSEMTOWER SEMICONDUCTOR LTD | 18,090 | $3M | 0.0% | TRIM −34% |
| 111 | XRAYDENTSPLY SIRONA INC | 266,748 | $3M | 0.0% | TRIM −22% |
| 112 | ADSKAUTODESK INC | 12,449 | $3M | 0.0% | TRIM −12% |
| 113 | PTCPTC INC | 19,563 | $3M | 0.0% | TRIM −7% |
| 114 | PRLBPROTO LABS INC | 45,704 | $3M | 0.0% | TRIM −19% |
| 115 | BWAYBRAINSWAY LTD | 193,686 | $3M | 0.0% | ADD 52% |
| 116 | ITRNITURAN LOCATION AND CONTROL | 50,525 | $2M | 0.0% | TRIM −8% |
| 117 | RDWRRADWARE LTD | 91,580 | $2M | 0.0% | ADD 11% |
| 118 | NNDMNANO DIMENSION LTD | 1,416,118 | $2M | 0.0% | TRIM −15% |
| 119 | WIXWIX COM LTD | 26,621 | $2M | 0.0% | ADD 72% |
| 120 | MSFTMICROSOFT CORP | 6,399 | $2M | 0.0% | TRIM −7% |
| 121 | HPQHP INC | 122,753 | $2M | 0.0% | ADD 14% |
| 122 | PERIPERION NETWORK LTD | 233,860 | $2M | 0.0% | ADD 6% |
| 123 | CAMTCAMTEK LTD | 15,354 | $2M | 0.0% | TRIM −9% |
| 124 | CGENCOMPUGEN LTD | 1,049,873 | $2M | 0.0% | NEW |
| 125 | KMDAKAMADA LTD | 269,557 | $2M | 0.0% | NEW |
| 126 | NVMINOVA LTD | 5,082 | $2M | 0.0% | TRIM −18% |
| 127 | MTLSMATERIALISE NV | 444,324 | $2M | 0.0% | TRIM −10% |
| 128 | INMDINMODE LTD | 157,726 | $2M | 0.0% | ADD 16% |
| 129 | AUDCAUDIOCODES LTD | 254,834 | $2M | 0.0% | ADD 15% |
| 130 | NICENICE LTD | 19,245 | $2M | 0.0% | ADD 18% |
| 131 | NYAXNAYAX LTD | 37,598 | $2M | 0.0% | TRIM −15% |
| 132 | RDCMRADCOM LTD | 172,735 | $2M | 0.0% | ADD 14% |
| 133 | MDWDMEDIWOUND LTD | 129,961 | $2M | 0.0% | ADD 22% |
| 134 | URGNUROGEN PHARMA LTD | 115,545 | $2M | 0.0% | TRIM −5% |
| 135 | DRTSALPHA TAU MEDICAL LTD | 292,134 | $2M | 0.0% | NEW |
| 136 | TEVATEVA PHARMACEUTICAL INDS LTD | 68,279 | $2M | 0.0% | TRIM −35% |
| 137 | CGNTCOGNYTE SOFTWARE LTD | 240,953 | $2M | 0.0% | TRIM −7% |
| 138 | GILTGILAT SATELLITE NETWORKS LTD | 126,911 | $2M | 0.0% | TRIM −15% |
| 139 | RSKDRISKIFIED LTD | 474,057 | $2M | 0.0% | ADD 6% |
| 140 | FROGJFROG LTD | 39,541 | $2M | 0.0% | TRIM −11% |
| 141 | PANWPALO ALTO NETWORKS INC | 10,866 | $2M | 0.0% | NEW |
| 142 | CLBTCELLEBRITE DI LTD | 126,183 | $2M | 0.0% | ADD 11% |
| 143 | DDD3-D SYS CORP DEL | 915,200 | $2M | 0.0% | TRIM −3% |
| 144 | PLTKPLAYTIKA HLDG CORP | 614,004 | $2M | 0.0% | ADD 4% |
| 145 | TATTTAT TECHNOLOGIES LTD | 42,690 | $2M | 0.0% | TRIM −15% |
| 146 | CHKPCHECK POINT SOFTWARE TECH LT | 11,768 | $2M | 0.0% | ADD 7% |
| 147 | NNOXNANO X IMAGING LTD | 733,290 | $2M | 0.0% | ADD 45% |
| 148 | XMTRXOMETRY INC | 40,296 | $2M | 0.0% | TRIM −25% |
| 149 | TBLATABOOLA.COM LTD | 524,429 | $2M | 0.0% | TRIM −23% |
| 150 | MBLYMOBILEYE GLOBAL INC | 202,423 | $1M | 0.0% | ADD 42% |
| 151 | ALLTALLOT LTD | 202,708 | $1M | 0.0% | HOLD |
| 152 | FVRRFIVERR INTL LTD | 128,156 | $1M | 0.0% | ADD 37% |
| 153 | MOG.AMOOG INC | 4,149 | $1M | 0.0% | TRIM −27% |
| 154 | VLNVALENS SEMICONDUCTOR LTD | 1,048,488 | $1M | 0.0% | TRIM −10% |
| 155 | MNDYMONDAY COM LTD | 16,992 | $1M | 0.0% | ADD 45% |
| 156 | PGYPAGAYA TECHNOLOGIES LTD | 99,061 | $1M | 0.0% | ADD 33% |
| 157 | LECOLINCOLN ELEC HLDGS INC | 4,610 | $1M | 0.0% | TRIM −6% |
| 158 | KALUKAISER ALUMINUM CORP | 9,412 | $1M | 0.0% | TRIM −37% |
| 159 | CRMSALESFORCE INC | 6,062 | $1M | 0.0% | TRIM −88% |
| 160 | VELOVELO3D INC | 117,898 | $1M | 0.0% | NEW |
| 161 | ALGNALIGN TECHNOLOGY INC | 6,361 | $1M | 0.0% | TRIM −30% |
| 162 | AMEAMETEK INC | 5,076 | $1M | 0.0% | TRIM −21% |
| 163 | GEGE AEROSPACE | 3,723 | $1M | 0.0% | TRIM −3% |
| 164 | SMWBSIMILARWEB LTD | 352,070 | $918,903 | 0.0% | ADD 49% |
| 165 | ODDODDITY TECH LTD-CL A | 65,515 | $876,591 | 0.0% | ADD 57% |
| 166 | PINSPINTEREST INC | 36,028 | $660,754 | 0.0% | TRIM −98% |
| 167 | ENLVENLIVEX THERAPEUTICS LTD | 628,310 | $584,391 | 0.0% | NEW |
| 168 | ARKGARK ETF TR | 6,773 | $178,949 | 0.0% | ADD 35% |
| 169 | CRSCARPENTER TECHNOLOGY CORP | 253 | $99,720 | 0.0% | TRIM −17% |
| 170 | ATIALLEGHENY TECHNOLOGIES INC | 679 | $98,767 | 0.0% | TRIM −24% |
| 171 | IWFISHARES TR | 216 | $92,260 | 0.0% | TRIM −82% |
| 172 | JBLJabil Circuit, Inc. | 337 | $89,517 | 0.0% | HOLD |
| 173 | KMTKennametal, Inc. | 2,458 | $88,808 | 0.0% | TRIM −23% |
| 174 | ETHGRAYSCALE ETHEREUM STAKING | 4,458 | $88,536 | 0.0% | NEW |
| 175 | AVNTAVIENT CORPORATION | 2,359 | $85,632 | 0.0% | ADD 3% |
| 176 | MTRNMATERION CORP | 571 | $82,595 | 0.0% | HOLD |
| 177 | MMM3M CO | 497 | $72,179 | 0.0% | ADD 6% |
| 178 | VUGVANGUARD INDEX FDS | 93 | $40,495 | 0.0% | TRIM −27% |
| 179 | DCHAMERICAN AXLE & MFG HLDGS IN | 5,981 | $35,467 | 0.0% | NEW |
| 180 | SPYSTATE STR SPDR S&P 500 ETF T | 28 | $17,910 | 0.0% | TRIM −59% |
| 181 | IWBISHARES TR | 0 | $125 | 0.0% | EXIT |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| TSLATESLA INC | 3.3M | 3.3M | 3.1M | 3.6M | 2.9M | 2.8M | $1.1B |
| AMDADVANCED MICRO DEVICES INC | 1.2M | 1.4M | 2.7M | 3.1M | 2.6M | 2.7M | $552M |
| CRSPCRISPR THERAPEUTICS AG | 9.0M | 10.2M | 10.2M | 9.8M | 10.5M | 11.3M | $538M |
| SHOPSHOPIFY INC | 4.5M | 4.4M | 5.0M | 4.8M | 4.0M | 4.2M | $496M |
| PLTRPALANTIR TECHNOLOGIES INC | 7.8M | 6.3M | 4.1M | 4.0M | 3.2M | 3.1M | $455M |
| TEMTEMPUS AI INC | 5.5M | 7.5M | 7.4M | 7.2M | 7.6M | 9.6M | $434M |
| CRCLCIRCLE INTERNET GROUP INC | — | — | 2.9M | 3.0M | 4.1M | 4.5M | $430M |
| HOODROBINHOOD MKTS INC | 12.9M | 10.2M | 7.8M | 5.0M | 4.8M | 6.0M | $416M |
| COINCOINBASE GLOBAL INC | 3.0M | 3.1M | 2.6M | 2.4M | 2.5M | 2.4M | $414M |
| TERTERADYNE INC | 1.9M | 2.2M | 2.2M | 2.7M | 2.4M | 1.2M | $369M |
| ROKUROKU INC | 10.7M | 8.6M | 8.5M | 7.4M | 5.9M | 3.8M | $361M |
| RBLXROBLOX CORP | 10.1M | 9.1M | 6.8M | 5.3M | 4.8M | 5.9M | $333M |
| TWSTTWIST BIOSCIENCE CORP | 5.6M | 6.2M | 6.4M | 6.7M | 7.6M | 6.3M | $301M |
| BEAMBEAM THERAPEUTICS INC | 7.1M | 8.5M | 8.8M | 11.0M | 12.5M | 12.1M | $289M |
| AMZNAMAZON COM INC | 895K | 1.1M | 1.1M | 1.2M | 1.2M | 1.4M | $282M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.
