| GOOGL Alphabet Inc. Class A | 11.20% | 10,631,402 | $3.3B | No change |
| MSFT Microsoft Corp. | 8.92% | 5,477,747 | $2.6B | Reduce -16.4% |
| AMZN Amazon.com Inc. | 7.78% | 10,011,379 | $2.3B | Reduce -9.3% |
| NVDA Nvidia Corp. | 6.91% | 11,011,752 | $2.1B | Reduce -6.0% |
| SE Sea Ltd.-ADR | 6.62% | 15,415,835 | $2.0B | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 6.11% | 2,750,615 | $1.8B | Reduce -2.4% |
| TTWO Take-Two Interactive Softwre | 5.03% | 5,839,256 | $1.5B | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.81% | 3,725,474 | $1.1B | Reduce -18.6% |
| AVGO Broadcom Inc. | 3.35% | 2,875,614 | $995.3M | Reduce -0.5% |
| APO Apollo Global Management Inc. | 3.03% | 6,209,496 | $898.9M | No change |
| RDDT Reddit Inc. Class A | 2.97% | 3,843,915 | $883.6M | Reduce -17.7% |
| APP AppLovin Corp. Class A | 2.93% | 1,292,984 | $871.2M | Reduce -35.5% |
| FLUT Flutter Entertainment PLC-Di | 2.90% | 4,003,542 | $860.9M | Add +9.4% |
| SPOT Spotify Technology SA | 2.47% | 1,261,461 | $732.5M | No change |
| LRCX Lam Research Corp. | 2.25% | 3,900,439 | $667.7M | Reduce -25.9% |
| GEV GE Vernova Inc. | 2.14% | 972,994 | $635.9M | Reduce -15.7% |
| CPNG Coupang Inc. | 2.09% | 26,267,259 | $619.6M | Add +65.8% |
| VEEV Veeva Systems Inc. Class A | 1.82% | 2,420,500 | $540.3M | No change |
| CPAY Corpay Inc. | 1.77% | 1,752,146 | $527.3M | Reduce -1.1% |
| GRAB Grab Holdings Ltd. Class A | 1.56% | 92,923,788 | $463.7M | No change |
| XYZ Block Inc. | 1.39% | 6,364,840 | $414.3M | Add +43.9% |
| Z Zillow Group Inc. Class C | 1.39% | 6,056,957 | $413.2M | Add +20.1% |
| CHYM Chime Financial Inc. Class A | 1.20% | 14,192,499 | $357.2M | Add +13.8% |
| ZS Zscaler Inc. | 1.20% | 1,579,766 | $355.3M | Reduce -6.2% |
| NOW ServiceNow Inc. | 1.10% | 2,126,890 | $325.8M | Add +41.8% |
| FWONK Liberty Media Corp. Class C | 0.89% | 2,682,000 | $264.2M | No change |
| AMAT Applied Materials Inc. | 0.77% | 895,200 | $230.1M | No change |
| NFLX Netflix Inc. | 0.77% | 2,439,000 | $228.7M | Add +20.8% |
| WDAY Workday Inc. Class A | 0.72% | 1,000,000 | $214.8M | No change |
| WLTH Wealthfront Corp. | 0.69% | 15,156,877 | $206.0M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.62% | 11,032,555 | $184.7M | No change |
| PCOR Procore Technologies Inc. | 0.57% | 2,339,500 | $170.2M | No change |
| CSGP Costar Group Inc. | 0.51% | 2,259,109 | $151.9M | Reduce -30.4% |
| UNH Unitedhealth Group Inc. | 0.47% | 420,205 | $138.7M | Reduce -4.2% |
| ESTC Elastic NV | 0.43% | 1,690,700 | $127.5M | No change |
| HNGE Hinge Health Inc. Class A | 0.28% | 1,805,751 | $83.9M | Add +227.1% |
| SHW The Sherwin-Williams Co. | 0.28% | 257,083 | $83.3M | Reduce -21.9% |
| ZG Zillow Group Inc. Class A | 0.24% | 1,023,733 | $69.8M | Add +30.7% |
| BULL Webull Corp. | 0.18% | 6,724,137 | $52.2M | Reduce -42.6% |
| RERE Atrenew Inc. | 0.18% | 9,831,218 | $52.1M | No change |
| PONY Pony AI Inc. | 0.14% | 2,900,000 | $42.0M | Add +683.8% |
| CRCL Circle Internet Group Inc. | 0.13% | 500,000 | $39.6M | Add +300.0% |
| UBER Uber Technologies Inc. | 0.04% | 151,178 | $12.4M | No change |
| JD Jd.com Inc.-ADR | 0.03% | 344,309 | $9.9M | No change |
| NTSK Netskope Inc. Class A | 0.03% | 500,000 | $8.8M | No change |
| FIGR Figure Technology Solut Class A | 0.03% | 200,000 | $8.2M | No change |
| DASH DoorDash Inc. Class A | 0.02% | 25,337 | $5.7M | No change |
| KLAR Klarna Group PLC | 0.02% | 175,000 | $5.1M | No change |
| BLSH Bullish | 0.01% | 100,000 | $3.8M | No change |
| ETOR Etoro Group Ltd. Class A | 0.01% | 80,000 | $2.8M | No change |
| FIG Figma Inc. Class A | 0.01% | 60,000 | $2.2M | No change |
| ARX Accelerant Holdings Class A | 0.00% | 75,000 | $1.2M | No change |
| GEMI Gemini Space Station Inc. Class A | 0.00% | 70,000 | $694K | No change |
| MNTN MNTN Inc. Class A | 0.00% | 20,000 | $239K | No change |