| MSFT Microsoft Corp. | 10.49% | 6,551,368 | $3.4B | No change |
| SE Sea Ltd.-ADR | 8.86% | 16,041,335 | $2.9B | No change |
| GOOGL Alphabet Inc. Class A | 7.99% | 10,631,402 | $2.6B | No change |
| AMZN Amazon.com Inc. | 7.49% | 11,043,441 | $2.4B | Add +3.4% |
| NVDA Nvidia Corp. | 6.75% | 11,709,752 | $2.2B | No change |
| META Meta Platforms Inc. Class A | 6.40% | 2,819,001 | $2.1B | Reduce -62.6% |
| TTWO Take-Two Interactive Softwre | 4.66% | 5,839,256 | $1.5B | No change |
| APP AppLovin Corp. Class A | 4.45% | 2,002,989 | $1.4B | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.95% | 4,578,374 | $1.3B | No change |
| RDDT Reddit Inc. Class A | 3.32% | 4,672,515 | $1.1B | Reduce -24.0% |
| AVGO Broadcom Inc. | 2.95% | 2,889,614 | $953.3M | Add +6.9% |
| FLUT Flutter Entertainment PLC-Di | 2.87% | 3,658,192 | $929.2M | Add +5.9% |
| SPOT Spotify Technology SA | 2.72% | 1,261,461 | $880.5M | No change |
| APO Apollo Global Management Inc. | 2.56% | 6,209,496 | $827.5M | No change |
| VEEV Veeva Systems Inc. Class A | 2.23% | 2,420,500 | $721.1M | No change |
| GEV GE Vernova Inc. | 2.19% | 1,154,594 | $710.0M | Add +5.2% |
| LRCX Lam Research Corp. | 2.18% | 5,260,328 | $704.4M | No change |
| GRAB Grab Holdings Ltd. Class A | 1.73% | 92,923,788 | $559.4M | No change |
| CPAY Corpay Inc. | 1.58% | 1,771,146 | $510.2M | Add +17.9% |
| CPNG Coupang Inc. | 1.58% | 15,837,579 | $510.0M | Add +16.6% |
| ZS Zscaler Inc. | 1.56% | 1,683,266 | $504.4M | No change |
| Z Zillow Group Inc. Class C | 1.20% | 5,045,144 | $388.7M | Reduce -19.0% |
| XYZ Block Inc. | 0.99% | 4,423,312 | $319.7M | Add +12.1% |
| FWONK Liberty Media Corp. Class C | 0.87% | 2,682,000 | $280.1M | No change |
| NOW ServiceNow Inc. | 0.85% | 300,000 | $276.1M | No change |
| CSGP Costar Group Inc. | 0.85% | 3,245,109 | $273.8M | No change |
| CHYM Chime Financial Inc. Class A | 0.78% | 12,470,768 | $251.5M | No change |
| NFLX Netflix Inc. | 0.75% | 201,900 | $242.1M | New |
| WDAY Workday Inc. Class A | 0.74% | 1,000,000 | $240.7M | No change |
| AMAT Applied Materials Inc. | 0.57% | 895,200 | $183.3M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.55% | 11,032,555 | $176.6M | No change |
| BULL Webull Corp. | 0.54% | 11,724,137 | $173.4M | No change |
| PCOR Procore Technologies Inc. | 0.53% | 2,339,500 | $170.6M | No change |
| UNH Unitedhealth Group Inc. | 0.47% | 438,800 | $151.5M | No change |
| ESTC Elastic NV | 0.44% | 1,690,700 | $142.8M | No change |
| SHW The Sherwin-Williams Co. | 0.35% | 329,175 | $114.0M | Reduce -72.7% |
| MDB Mongodb Inc. | 0.33% | 341,000 | $105.8M | New |
| ZG Zillow Group Inc. Class A | 0.18% | 783,043 | $58.3M | Reduce -22.1% |
| RERE Atrenew Inc. | 0.14% | 9,831,218 | $45.2M | No change |
| HNGE Hinge Health Inc. Class A | 0.08% | 552,008 | $27.1M | No change |
| CRCL Circle Internet Group Inc. | 0.05% | 125,000 | $16.6M | No change |
| UBER Uber Technologies Inc. | 0.05% | 151,178 | $14.8M | No change |
| JD Jd.com Inc.-ADR | 0.04% | 344,309 | $12.0M | No change |
| NTSK Netskope Inc. Class A | 0.04% | 500,000 | $11.4M | New |
| PONY Pony AI Inc. | 0.03% | 370,000 | $8.3M | No change |
| FIGR Figure Technology Solut Class A | 0.02% | 200,000 | $7.3M | New |
| DASH DoorDash Inc. Class A | 0.02% | 25,337 | $6.9M | No change |
| KLAR Klarna Group PLC | 0.02% | 175,000 | $6.4M | New |
| BLSH Bullish | 0.02% | 100,000 | $6.4M | New |
| ETOR Etoro Group Ltd. Class A | 0.01% | 80,000 | $3.3M | No change |
| FIG Figma Inc. Class A | 0.01% | 60,000 | $3.1M | New |
| TFIN Triumph Financial Inc. | 0.01% | 43,708 | $2.2M | No change |
| GEMI Gemini Space Station Inc. Class A | 0.01% | 70,000 | $1.7M | New |
| ARX Accelerant Holdings Class A | 0.00% | 75,000 | $1.1M | New |
| VIA Via Transportation Inc. Class A | 0.00% | 15,000 | $721K | New |
| MNTN MNTN Inc. Class A | 0.00% | 20,000 | $371K | No change |