| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| SSPACE EXPLORATION TECHN CORPSPCX | 69.48% | — | $26.34B | 154.1M | $0 | 0 | +154.1M | New Buy | |
 UBER TECHNOLOGIES INCUBER | 13.87% | 43.64% | $5.26B | 72.8M | $5.24B | 72.8M | 00.00% | Unchanged | |
 ELECTRONIC ARTS INCEA | 13.42% | 42.13% | $5.09B | 24.8M | $5.06B | 24.8M | 00.00% | Unchanged | |
| LLUCID GROUP INCLCID | 3.13% | 14.06% | $1.18B | 177.1M | $1.69B | 177.1M | 00.00% | Unchanged | |
 CLARITEV CORPORATION CL A NEWCTEV | 0.12% | 0.17% | $43.7M | 1.3M | $20.9M | 1.3M | 00.00% | Unchanged |
