| GOOGL Alphabet Inc. Class A | 13.38% | 10,631,402 | $3.1B | No change |
| NVDA Nvidia Corp. | 9.17% | 12,011,752 | $2.1B | Add +9.1% |
| AMZN Amazon.com Inc. | 9.12% | 10,000,000 | $2.1B | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 8.23% | 5,565,074 | $1.9B | Add +49.4% |
| META Meta Platforms Inc. Class A | 7.73% | 3,086,864 | $1.8B | Add +12.2% |
| SE Sea Ltd.-ADR | 5.59% | 15,415,835 | $1.3B | No change |
| AVGO Broadcom Inc. | 4.86% | 3,584,814 | $1.1B | Add +24.7% |
| MSFT Microsoft Corp. | 4.05% | 2,500,000 | $925.4M | Reduce -54.4% |
| GEV GE Vernova Inc. | 3.72% | 972,994 | $849.3M | No change |
| LRCX Lam Research Corp. | 3.65% | 3,900,439 | $833.4M | No change |
| SPOT Spotify Technology SA | 3.36% | 1,580,761 | $766.5M | Add +25.3% |
| CPNG Coupang Inc. | 2.86% | 34,595,407 | $653.2M | Add +31.7% |
| AMAT Applied Materials Inc. | 2.48% | 1,656,900 | $566.3M | Add +85.1% |
| CPAY Corpay Inc. | 2.23% | 1,752,146 | $509.9M | No change |
| APP AppLovin Corp. Class A | 1.74% | 1,000,000 | $398.0M | Reduce -22.7% |
| TTWO Take-Two Interactive Softwre | 1.73% | 2,000,000 | $395.0M | Reduce -65.8% |
| APO Apollo Global Management Inc. | 1.61% | 3,293,334 | $366.9M | Reduce -47.0% |
| RDDT Reddit Inc. Class A | 1.47% | 2,500,000 | $336.6M | Reduce -35.0% |
| Z Zillow Group Inc. Class C | 1.33% | 7,368,957 | $304.9M | Add +21.7% |
| XYZ Block Inc. | 1.05% | 4,000,000 | $240.7M | Reduce -37.1% |
| NFLX Netflix Inc. | 1.03% | 2,439,000 | $234.5M | No change |
| MELI MercadoLibre Inc. | 1.02% | 135,006 | $233.4M | New |
| FWONK Liberty Media Corp. Class C | 1.00% | 2,682,000 | $228.0M | No change |
| ZS Zscaler Inc. | 0.97% | 1,579,766 | $221.6M | No change |
| CHYM Chime Financial Inc. Class A | 0.91% | 11,081,780 | $207.6M | Reduce -21.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.69% | 11,032,555 | $158.5M | No change |
| NOW ServiceNow Inc. | 0.69% | 1,500,000 | $156.8M | Reduce -29.5% |
| WLTH Wealthfront Corp. | 0.61% | 15,156,877 | $140.2M | No change |
| PCOR Procore Technologies Inc. | 0.58% | 2,339,500 | $133.4M | No change |
| LITE Lumentum Holdings Inc. | 0.42% | 136,800 | $96.1M | New |
| UNH Unitedhealth Group Inc. | 0.42% | 350,445 | $94.8M | Reduce -16.6% |
| EQPT Equipmentshare.com Inc. Class A | 0.41% | 4,579,646 | $93.3M | New |
| SHW The Sherwin-Williams Co. | 0.36% | 257,083 | $82.4M | No change |
| INTC Intel Corp. | 0.32% | 1,638,700 | $72.3M | New |
| CSGP Costar Group Inc. | 0.26% | 1,500,000 | $60.5M | Reduce -33.6% |
| RERE Atrenew Inc. | 0.20% | 9,831,218 | $46.1M | No change |
| ZG Zillow Group Inc. Class A | 0.19% | 1,023,733 | $42.4M | No change |
| BULL Webull Corp. | 0.14% | 6,724,137 | $32.3M | No change |
| PONY Pony AI Inc. | 0.12% | 2,900,000 | $27.4M | No change |
| UBER Uber Technologies Inc. | 0.05% | 151,178 | $10.9M | No change |
| RVI Robinhood Ventures Fund I | 0.05% | 400,000 | $10.6M | New |
| JD Jd.com Inc.-ADR | 0.04% | 344,309 | $10.2M | No change |
| PAYP Paypay Corp. | 0.04% | 400,000 | $8.5M | New |
| FIGR Figure Technology Solut Class A | 0.03% | 200,000 | $6.8M | No change |
| NTSK Netskope Inc. Class A | 0.02% | 500,000 | $4.2M | No change |
| XNDU Xanadu Quantum Technolo Class B | 0.02% | 500,000 | $3.8M | New |
| DASH DoorDash Inc. Class A | 0.02% | 25,337 | $3.8M | No change |
| BLSH Bullish | 0.02% | 100,000 | $3.6M | No change |
| ETOR Etoro Group Ltd. Class A | 0.01% | 80,000 | $2.4M | No change |
| KLAR Klarna Group PLC | 0.01% | 175,000 | $2.3M | No change |
| FIG Figma Inc. Class A | 0.01% | 60,000 | $1.3M | No change |
| ARX Accelerant Holdings Class A | 0.00% | 75,000 | $1.0M | No change |
| GEMI Gemini Space Station Inc. Class A | 0.00% | 70,000 | $309K | No change |
| MNTN MNTN Inc. Class A | 0.00% | 20,000 | $176K | No change |