 PALANTIR TECHNOLOGIES INCPLTR |
| 18.19% | 24.57% | $131.3M | 1.1M | $164.6M | 1.1M | 00.00% | Unchanged |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 17.96% | 14.4% | $129.6M | 344,100 | $96.4M | 344,100 | 00.00% | Unchanged |
 AURORA INNOVATION INC CLASS AAUR |
| 9.81% | 6.39% | $70.8M | 10.4M | $42.8M | 10.4M | 00.00% | Unchanged |
 AFFIRM HLDGS INC COM CL AAFRM |
| 8.15% | 4.94% | $58.8M | 721,382 | $33.1M | 721,382 | 00.00% | Unchanged |
 SCHWAB CHARLES CORPSCHW |
| 4.86% | 5.34% | $35.1M | 380,215 | $35.7M | 380,215 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 4.66% | 4.89% | $33.7M | 65,553 | $32.8M | 65,553 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.57% | 4.88% | $33.0M | 88,383 | $32.7M | 88,383 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 4.25% | 4.4% | $30.7M | 41 | $29.4M | 41 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 4.18% | 3.66% | $30.2M | 85,441 | $24.5M | 85,441 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 4.13% | 3.58% | $29.8M | 83,380 | $24.0M | 83,380 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 3.09% | 3.84% | $22.3M | 670,200 | $25.7M | 670,200 | 00.00% | Unchanged |
| CCLEAR SECURE INCYOU |
| 2.46% | 2.66% | $17.8M | 318,965 | $17.8M | 367,965 | -49,000-13.32% | Reduce |
| PPEOPLE INCPPLI |
| 2.04% | 1.91% | $14.7M | 319,477 | $12.8M | 319,477 | 00.00% | Unchanged |
| JJOBY AVIATION INCJOBY |
| 1.93% | 1.92% | $13.9M | 1.6M | $12.9M | 1.6M | 00.00% | Unchanged |
 WORKDAY INCWDAY |
| 1.9% | 2.17% | $13.7M | 111,992 | $14.6M | 111,992 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 1.37% | 1.09% | $9.9M | 8,387 | $7.3M | 8,387 | 00.00% | Unchanged |
 COCA COLA COKO |
| 1.12% | 1.12% | $8.1M | 99,054 | $7.5M | 99,054 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.81% | 0.76% | $5.8M | 24,420 | $5.1M | 24,420 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.79% | 0.55% | $5.7M | 13,633 | $3.7M | 13,633 | 00.00% | Unchanged |
| TTEMPUS AI INCTEM |
| 0.62% | 0.52% | $4.4M | 76,621 | $3.5M | 76,621 | 00.00% | Unchanged |
 VISA INCV |
| 0.55% | 0.53% | $4.0M | 11,668 | $3.5M | 11,668 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.53% | 0.58% | $3.8M | 6,782 | $3.9M | 6,782 | 00.00% | Unchanged |
 TRANSDIGM GROUP INCTDG |
| 0.51% | 0.48% | $3.7M | 2,764 | $3.2M | 2,764 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.48% | 0.49% | $3.5M | 6,906 | $3.3M | 6,906 | 00.00% | Unchanged |
| PPARAMOUNT SKYDANCE CORPPSKY |
| 0.25% | 0.24% | $1.8M | 181,047 | $1.6M | 181,047 | 00.00% | Unchanged |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.16% | — | $1.1M | 6,620 | $0 | 0 | +6,620 | New Buy |
| AANGI INC CL A NEWANGI |
| 0.14% | 0.17% | $998,148 | 167,756 | $1.1M | 167,756 | 00.00% | Unchanged |
 1STDIBS COM INC COMDIBS |
| 0.12% | 0.15% | $866,447 | 176,826 | $972,543 | 176,826 | 00.00% | Unchanged |
| RRECURSION PHARMACEUTICALCLASS ARXRX |
| 0.11% | 0.1% | $798,801 | 217,657 | $668,207 | 217,657 | 00.00% | Unchanged |
| GGINKGO BIOWORKS HOLDINGS INCDNA |
| 0.09% | 0.06% | $613,935 | 61,951 | $379,760 | 61,951 | 00.00% | Unchanged |
| BBLEND LABS INC CL ABLND |
| 0.08% | 0.09% | $589,541 | 344,761 | $586,094 | 344,761 | 00.00% | Unchanged |
| FFIGMA INCFIG |
| 0.06% | 0.06% | $419,942 | 23,214 | $414,259 | 19,596 | +3,618+18.46% | Add |
 BLACKSKY TECHNOLOGY INCBKSY |
| 0.05% | — | $366,673 | 13,133 | $0 | 0 | +13,133 | New Buy |
