| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV | 33.89% | 49.63% | $26.6M | 4.6M | $27.8M | 4.6M | 00.00% | Unchanged | |
| HHORIZON QUANTUM HOLDINGS LTDHQWWW | 32.34% | 14.38% | $25.4M | 915,198 | $8.0M | 915,198 | 00.00% | Unchanged | |
| RRECURSION PHARMACEUTICALCLASS ARXRX | 27.76% | 32.6% | $21.8M | 5.9M | $18.2M | 5.9M | 00.00% | Unchanged | |
| DDEFINIUM THERAPEUTICS INCDFTX | 6.01% | 3.39% | $4.7M | 100,350 | $1.9M | 100,350 | 00.00% | Unchanged |
