 THE CAMPBELLS COMPANYCPB |
| 36.68% | 43.64% | $74.1M | 3.3M | $74.1M | 3.3M | 00.00% | Unchanged |
| IISHARES MSCI ACWI ETFTOK |
| 22.8% | 23.92% | $46.1M | 293,679 | $40.6M | 293,679 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 12.25% | 7.38% | $24.8M | 32,439 | $12.5M | 32,124 | +315+0.98% | Add |
| UUIPATH INCPATH |
| 5.43% | 6.6% | $11.0M | 1.0M | $11.2M | 1.0M | 00.00% | Unchanged |
 NATERA INCNTRA |
| 1.96% | 1.72% | $4.0M | 14,588 | $2.9M | 14,588 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 1.5% | 1.94% | $3.0M | 15,180 | $3.3M | 18,860 | -3,680-19.51% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.5% | 0.85% | $3.0M | 5,213 | $1.4M | 7,098 | -1,885-26.56% | Reduce |
 DATADOG INCDDOG |
| 1.3% | 0.7% | $2.6M | 10,100 | $1.2M | 10,100 | 00.00% | Unchanged |
 CLOUDFLARE INCNET |
| 1.3% | 1.2% | $2.6M | 10,677 | $2.0M | 9,906 | +771+7.78% | Add |
| TTWIST BIOSCIENCE CORPTWST |
| 1.07% | 0.59% | $2.2M | 20,970 | $996,494 | 20,970 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 1.05% | 1.24% | $2.1M | 29,354 | $2.1M | 29,354 | 00.00% | Unchanged |
| VVICOR CORPVICR |
| 1% | 0.5% | $2.0M | 5,303 | $853,783 | 5,303 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.81% | — | $1.6M | 1,416 | $0 | 0 | +1,416 | New Buy |
 PALO ALTOPANW |
| 0.79% | 0.44% | $1.6M | 4,689 | $751,740 | 4,689 | 00.00% | Unchanged |
 GUARDANT HEALTH INCGH |
| 0.68% | 0.5% | $1.4M | 9,133 | $843,615 | 9,133 | 00.00% | Unchanged |
 SNOWFLAKE INC COM SHSSNOW |
| 0.63% | 0.44% | $1.3M | 4,988 | $752,290 | 4,988 | 00.00% | Unchanged |
 MONGODB INC CL AMDB |
| 0.59% | 0.51% | $1.2M | 3,521 | $861,835 | 3,521 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 0.54% | 0.76% | $1.1M | 6,913 | $1.3M | 6,913 | 00.00% | Unchanged |
| SSAMSARA INC CLASS AIOT |
| 0.5% | 0.58% | $1.0M | 30,970 | $981,439 | 30,970 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.45% | 0.52% | $916,776 | 1,785 | $891,893 | 1,785 | 00.00% | Unchanged |
| BBEAM THERAPEUTICS INCBEAM |
| 0.43% | 0.36% | $873,616 | 25,455 | $606,593 | 25,455 | 00.00% | Unchanged |
 KYMERA THERAPEUTICS INCKYMR |
| 0.43% | 0.37% | $868,052 | 7,570 | $630,505 | 7,570 | 00.00% | Unchanged |
 MONOLITHIC PWR SYS INCMPWR |
| 0.41% | 0.35% | $833,563 | 603 | $592,596 | 542 | +61+11.25% | Add |
| AASTERA LABS INCALAB |
| 0.39% | — | $781,526 | 1,618 | $0 | 0 | +1,618 | New Buy |
 BROADCOM INCAVGO |
| 0.37% | 0.36% | $743,034 | 1,967 | $608,806 | 1,967 | 00.00% | Unchanged |
| 110X GENOMICS INCTXG |
| 0.36% | 0.24% | $726,083 | 18,938 | $402,054 | 18,938 | 00.00% | Unchanged |
 RELAY THERAPEUTICS INCRLAY |
| 0.36% | 0.23% | $719,007 | 38,429 | $382,369 | 38,429 | 00.00% | Unchanged |
 STRUCTURE THERAPEUTICS INCGPCR |
| 0.35% | 0.38% | $716,870 | 13,357 | $643,807 | 13,357 | 00.00% | Unchanged |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.35% | 0.62% | $697,788 | 2,318 | $1.0M | 3,168 | -850-26.83% | Reduce |
 CELCUITY INCCELC |
| 0.34% | — | $692,689 | 6,621 | $0 | 0 | +6,621 | New Buy |
| BBILLIONTOONE INCBLLN |
| 0.34% | 0.27% | $689,885 | 5,750 | $453,905 | 5,750 | 00.00% | Unchanged |
 MODERNA INCMRNA |
| 0.33% | 0.28% | $665,985 | 9,510 | $483,108 | 9,510 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.31% | $656,134 | 1,857 | $532,699 | 1,857 | 00.00% | Unchanged |
| SSANDISK CORP COMSNDK |
| 0.28% | — | $568,433 | 250 | $0 | 0 | +250 | New Buy |
 TWILIO INCTWLO |
| 0.24% | 0.17% | $486,320 | 2,357 | $296,558 | 2,357 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.24% | 0.5% | $480,397 | 1,208 | $856,519 | 1,858 | -650-34.98% | Reduce |
| VVIKING THERAPEUTICS INCVKTX |
| 0.24% | 0.24% | $479,862 | 12,301 | $400,275 | 12,301 | 00.00% | Unchanged |
 SCHRODINGER INCSDGR |
| 0.23% | 0.19% | $462,410 | 28,456 | $323,260 | 28,456 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.21% | 0.38% | $428,197 | 357 | $641,080 | 697 | -340-48.78% | Reduce |
 OKTA INC CLASS AOKTA |
| 0.19% | 0.13% | $383,288 | 2,809 | $221,096 | 2,809 | 00.00% | Unchanged |
| PPAGERDUTY INCPD |
| 0.15% | 0.11% | $294,489 | 30,517 | $189,511 | 30,517 | 00.00% | Unchanged |
| HHEARTFLOW INCHTFL |
| 0.15% | 0.24% | $294,104 | 10,024 | $408,111 | 16,774 | -6,750-40.24% | Reduce |
| IIMMUNEERING CORPIMRX |
| 0.14% | — | $274,779 | 55,066 | $0 | 0 | +55,066 | New Buy |
| KKLAVIYO INCKVYO |
| 0.13% | 0.2% | $262,498 | 17,384 | $338,293 | 17,384 | 00.00% | Unchanged |
 IMMATICS N.VIMTX |
| 0.13% | — | $255,550 | 25,227 | $0 | 0 | +25,227 | New Buy |
| AABCELLERA BIOLOGICS INC COMABCL |
| 0.11% | 0.06% | $223,631 | 28,488 | $99,423 | 28,488 | 00.00% | Unchanged |
