| 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 | 98.91% | — | $46.44B | 271.8M | $0 | 0 | +271.8M | New Buy | |
| CCEREBRAS SYS INC CLASS ACBRS | 1.01% | — | $474.4M | 2.1M | $0 | 0 | +2.1M | New Buy | |
| TTON Strategy CoTONX | 0.03% | — | $15.6M | 6.1M | $0 | 0 | +6.1M | New Buy | |
| SSTRATEGY INCMSTR | 0.03% | — | $12.2M | 140,000 | $0 | 0 | +140,000 | New Buy | |
| BBITGO HOLDINGS INCBTGO | 0.01% | — | $6.9M | 1.3M | $0 | 0 | +1.3M | New Buy | |
 REDDIT INC CL ARDDT | <0.01% | 100% | $433,429 | 2,497 | $474.4M | 7.2M | -7.2M-99.97% | Reduce |
