+41
New
41
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | Feb 2026 | 52,530 | $9.3M | 11.49% | EC |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | TSM | Feb 2026 | 17,163 | $6.4M | 7.94% | EC |
| 3 | Advanced Micro Devices Inc | AMD | Feb 2026 | 31,591 | $6.3M | 7.81% | EC |
| 4 | Alphabet Inc | GOOGL | Feb 2026 | 19,383 | $6.0M | 7.46% | EC |
| 5 | Toast Inc | TOST | Feb 2026 | 189,274 | $5.2M | 6.38% | EC |
| 6 | AppLovin Corp | APP | Feb 2026 | 9,715 | $4.2M | 5.22% | EC |
| 7 | Amazon.com Inc | AMZN | Feb 2026 | 17,722 | $3.7M | 4.60% | EC |
| 8 | Microsoft Corp | MSFT | Feb 2026 | 9,040 | $3.6M | 4.38% | EC |
| 9 | NU Holdings Ltd/Cayman Islands | NU | Feb 2026 | 235,408 | $3.5M | 4.35% | EC |
| 10 | Robinhood Markets Inc | HOOD | Feb 2026 | 42,641 | $3.2M | 3.99% | EC |
| 11 | Salesforce Inc | CRM | Feb 2026 | 15,348 | $3.0M | 3.69% | EC |
| 12 | Shopify Inc | SHOP | Feb 2026 | 23,541 | $2.8M | 3.51% | EC |
| 13 | Micron Technology Inc | MU | Feb 2026 | 5,872 | $2.4M | 2.99% | EC |
| 14 | Tesla Inc | TSLA | Feb 2026 | 4,311 | $1.7M | 2.14% | EC |
| 15 | Adobe Inc | ADBE | Feb 2026 | 6,490 | $1.7M | 2.10% | EC |
| 16 | Sea Ltd | SE | Feb 2026 | 14,493 | $1.6M | 1.94% | EC |
| 17 | Virtu Financial Inc | VIRT | Feb 2026 | 36,950 | $1.5M | 1.89% | EC |
| 18 | MercadoLibre Inc | MELI | Feb 2026 | 869 | $1.5M | 1.89% | EC |
| 19 | Netflix Inc | NFLX | Feb 2026 | 13,524 | $1.3M | 1.61% | EC |
| 20 | Meta Platforms Inc | META | Feb 2026 | 1,990 | $1.3M | 1.59% | EC |
| 21 | Broadcom Inc | AVGO | Feb 2026 | 3,970 | $1.3M | 1.57% | EC |
| 22 | Charles Schwab Corp/The | SCHW | Feb 2026 | 13,309 | $1.3M | 1.56% | EC |
| 23 | DigitalOcean Holdings Inc | DOCN | Feb 2026 | 20,399 | $1.1M | 1.41% | EC |
| 24 | Workday Inc | WDAY | Feb 2026 | 5,946 | $795K | 0.98% | EC |
| 25 | ServiceNow Inc | NOW | Feb 2026 | 6,620 | $715K | 0.88% | EC |
| 26 | SoFi Technologies Inc | SOFI | Feb 2026 | 36,211 | $643K | 0.79% | EC |
| 27 | Autodesk Inc | ADSK | Feb 2026 | 2,389 | $587K | 0.73% | EC |
| 28 | Remitly Global Inc | RELY | Feb 2026 | 31,437 | $525K | 0.65% | EC |
| 29 | Vertiv Holdings Co | VRT | Feb 2026 | 1,961 | $500K | 0.62% | EC |
| 30 | Datadog Inc | DDOG | Feb 2026 | 4,389 | $491K | 0.61% | EC |
| 31 | Visa Inc | V | Feb 2026 | 1,402 | $449K | 0.55% | EC |
| 32 | Arista Networks Inc | ANET | Feb 2026 | 2,444 | $326K | 0.40% | EC |
| 33 | Okta Inc | OKTA | Feb 2026 | 3,782 | $274K | 0.34% | EC |
| 34 | Veeva Systems Inc | VEEV | Feb 2026 | 1,434 | $261K | 0.32% | EC |
| 35 | HubSpot Inc | HUBS | Feb 2026 | 859 | $227K | 0.28% | EC |
| 36 | First American Government Obligations Fund | FGXXX | Feb 2026 | 216,908 | $217K | 0.27% | STIV |
| 37 | Intuit Inc | INTU | Feb 2026 | 503 | $206K | 0.25% | EC |
| 38 | LPL Financial Holdings Inc | LPLA | Feb 2026 | 668 | $201K | 0.25% | EC |
| 39 | Mastercard Inc | MA | Feb 2026 | 354 | $183K | 0.23% | EC |
| 40 | Coinbase Global Inc | COIN | Feb 2026 | 839 | $148K | 0.18% | EC |
| 41 | Spotify Technology SA | SPOT | Feb 2026 | 274 | $141K | 0.17% | EC |