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Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Charter Communications, Inc. | CHTR | 2 | $0 |
 Monolithic Power Systems, Inc. | MPWR | 7 | $10K |
 CrowdStrike Holdings, Inc. | CRWD | 17 | $13K |
 Airbnb, Inc. | ABNB | 17 | $2K |
 Illumina, Inc. | ILMN | 20 | $4K |
 Formula One Group | FWONA | 30 | $3K |
 Bloom Energy Corporation | BE | 31 | $9K |
 HubSpot, Inc. | HUBS | 36 | $7K |
 Mobileye Global Inc. | MBLY | 40 | $0 |
 DuPont de Nemours, Inc. | DD | 40 | $5K |
 Axcelis Technologies, Inc. | ACLS | 40 | $8K |
 Novavax, Inc. | NVAX | 50 | $0 |
 Lumentum Holdings Inc. | LITE | 53 | $45K |
 AMC Entertainment Holdings, Inc. | AMC | 56 | $0 |
 Atai Beckley Inc. | ATAI | 56 | $0 |
 Okta, Inc. | OKTA | 56 | $8K |
 Beyond Meat, Inc. | BYND | 60 | $0 |
 BioNTech SE | BNTX | 61 | $6K |
 Oklo Inc. | OKLO | 70 | $4K |
 Centrus Energy Corp. | LEU | 80 | $13K |