| SPY SS SPDR S&P 500 ETF Trust-US | 18.65% | 52,600 | $28.6M | Add +9.6% |
| GOOG Alphabet Inc. Class C | 6.69% | 56,000 | $10.3M | No change |
| META Meta Platforms Inc. Class A | 5.63% | 17,150 | $8.6M | No change |
| IWM iShares Russell 2000 ETF | 5.59% | 42,300 | $8.6M | Add +20.9% |
| MSFT Microsoft Corp. | 5.28% | 18,125 | $8.1M | No change |
| AMZN Amazon.com Inc. | 5.10% | 40,500 | $7.8M | Add +15.1% |
| NFLX Netflix Inc. | 4.84% | 11,000 | $7.4M | No change |
| IBN Icici Bank Ltd.-Spon ADR | 4.79% | 255,000 | $7.3M | No change |
| HDB HDFC Bank Ltd.-ADR | 4.01% | 95,700 | $6.2M | No change |
| SPOT Spotify Technology SA | 2.98% | 14,600 | $4.6M | No change |
| TSM Taiwan Semiconductor-SP ADR | 2.64% | 23,300 | $4.0M | Add +41.2% |
| COST Costco Wholesale Corp. | 2.55% | 4,600 | $3.9M | No change |
| RSP Invesco S&P 500 Equal Weight | 1.99% | 18,550 | $3.0M | Add +48.4% |
| MMYT Makemytrip Ltd. | 1.92% | 35,000 | $2.9M | No change |
| UBS UBS Group AG-Reg | 1.88% | 98,224 | $2.9M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.88% | 40,000 | $2.9M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 1.60% | 4 | $2.4M | No change |
| NVDA Nvidia Corp. | 1.53% | 19,000 | $2.3M | Reduce -76.0% |
| TSLA Tesla Inc. | 1.46% | 11,300 | $2.2M | No change |
| BAH Booz Allen Hamilton Holdings | 1.41% | 14,100 | $2.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 5,200 | $2.1M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 1.28% | 5,130 | $2.0M | No change |
| LLY Eli Lilly & Co. | 1.18% | 2,000 | $1.8M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.04% | 16,150 | $1.6M | No change |
| ABNB Airbnb Inc. Class A | 0.93% | 9,400 | $1.4M | No change |
| DPZ Domino's Pizza Inc. | 0.83% | 2,480 | $1.3M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.81% | 1,200 | $1.2M | New |
| BSX Boston Scientific Corp. | 0.75% | 15,000 | $1.2M | No change |
| MS Morgan Stanley | 0.72% | 11,300 | $1.1M | No change |
| DHR Danaher Corp. | 0.70% | 4,300 | $1.1M | No change |
| DVA Davita Inc. | 0.69% | 7,600 | $1.1M | No change |
| NDAQ Nasdaq Inc. | 0.67% | 16,950 | $1.0M | No change |
| JNJ Johnson & Johnson | 0.59% | 6,200 | $906K | No change |
| LULU Lululemon Athletica Inc. | 0.58% | 3,000 | $896K | No change |
| SNOW Snowflake Inc. | 0.55% | 6,200 | $838K | No change |
| HSY The Hershey Co. | 0.51% | 4,300 | $790K | No change |
| PYPL PayPal Holdings Inc. | 0.47% | 12,500 | $725K | No change |
| HPQ HP Inc. | 0.43% | 18,750 | $657K | No change |
| RBLX Roblox Corp. Class A | 0.39% | 15,950 | $594K | No change |
| LIN Linde PLC | 0.39% | 1,350 | $592K | No change |
| YSG Yatsen Holding Ltd.-ADR | 0.35% | 200,000 | $532K | No change |
| VRSN Verisign Inc. | 0.33% | 2,850 | $507K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.33% | 4,750 | $505K | No change |
| GOOGL Alphabet Inc. Class A | 0.28% | 2,400 | $437K | No change |
| DKNG Draftkings Inc. Class A | 0.28% | 11,111 | $424K | No change |
| DG Dollar General Corp. | 0.28% | 3,200 | $423K | No change |
| MCHI iShares MSCI China ETF | 0.27% | 10,000 | $422K | No change |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.23% | 5,900 | $349K | No change |
| KWEB Kranesh Csi China Internet | 0.19% | 11,000 | $297K | No change |
| APO Apollo Global Management Inc. | 0.19% | 2,500 | $295K | No change |