| NVIDIA Corp. (NVDA) | $2.8B | 10.45% | 14,059,454 | -4,026,288 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $1.9B | 6.96% | 3,925,440 | -1,937,245 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.7B | 6.49% | 4,893,397 | -231,097 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.2B | 4.30% | 4,861,223 | -1,857,832 | Trimmed |
| ASML Holding N.V. (ASML) | $1.1B | 3.94% | 533,693 | -106,140 | Trimmed |
| Bloom Energy Corp. (BE) | $885.9M | 3.29% | 2,926,558 | +1,147,520 | Added |
| Axon Enterprise, Inc. (AXON) | $830.2M | 3.08% | 1,480,817 | -83,687 | Trimmed |
| Shopify Inc. (SHOP) | $826.9M | 3.07% | 7,242,079 | -1,693,587 | Trimmed |
| Visa Inc. (V) | $815.6M | 3.03% | 2,377,099 | -393,332 | Trimmed |
| Spotify Technology S.A. (SPOT) | $808.6M | 3.00% | 1,761,206 | -33,020 | Trimmed |
| Cloudflare, Inc. (NET) | $794.6M | 2.95% | 3,239,504 | -422,245 | Trimmed |
| Seagate Technology Holdings plc (STX) | $695.5M | 2.58% | 720,741 | +188,849 | Added |
| MercadoLibre, Inc. (MELI) | $642.0M | 2.38% | 378,208 | -97,247 | Trimmed |
| Micron Technology Inc. (MU) | $608.1M | 2.26% | 526,810 | +526,810 | New position |
| Carvana Co. (CVNA) | $557.0M | 2.07% | 8,462,945 | -2,123,295 | Trimmed |
| Meta Platforms, Inc. (META) | $546.3M | 2.03% | 969,879 | -309,242 | Trimmed |
| Quanta Services, Inc. (PWR) | $540.4M | 2.01% | 750,479 | +124,131 | Added |
| Intercontinental Exchange, Inc. (ICE) | $499.3M | 1.85% | 4,055,771 | -328,527 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $498.1M | 1.85% | 1,252,424 | -68,850 | Trimmed |
| Lam Research Corp. (LRCX) | $491.4M | 1.82% | 1,133,965 | +378,743 | Added |
| Microsoft Corp. (MSFT) | $488.4M | 1.81% | 1,309,230 | -220,894 | Trimmed |
| Carpenter Technology Corp. (CRS) | $484.9M | 1.80% | 786,150 | -37,127 | Trimmed |
| DoorDash, Inc. (DASH) | $429.2M | 1.59% | 2,325,795 | -1,631,265 | Trimmed |
| AppLovin Corp. (APP) | $428.5M | 1.59% | 831,697 | -139,864 | Trimmed |
| Block, Inc. (XYZ) | $428.1M | 1.59% | 5,632,505 | +121,670 | Added |
| Broadcom Inc. (AVGO) | $425.7M | 1.58% | 1,126,912 | -275,923 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $390.7M | 1.45% | 672,555 | +672,555 | New position |
| Space Exploration Technologies Corp. (SPCX) | $389.0M | 1.45% | 2,276,744 | +2,276,744 | New position |
| Netflix Inc. (NFLX) | $381.0M | 1.42% | 5,336,614 | -4,078,054 | Trimmed |
| Samsara Inc. (IOT) | $368.0M | 1.37% | 11,348,732 | -4,309,012 | Trimmed |
| Sandisk Corp. (SNDK) | $348.1M | 1.29% | 153,093 | +153,093 | New position |
| Carlisle Companies Inc. (CSL) | $290.2M | 1.08% | 799,872 | -119,742 | Trimmed |
| Sea Limited (SE) | $287.3M | 1.07% | 2,998,337 | -1,730,213 | Trimmed |
| argenx SE (ARGX) | $277.0M | 1.03% | 298,599 | -41,686 | Trimmed |
| On Holding AG (ONON) | $265.1M | 0.98% | 7,485,043 | +1,159,496 | Added |
| Datadog, Inc. (DDOG) | $260.3M | 0.97% | 999,799 | -406,567 | Trimmed |
| Sphere Entertainment Co. (SPHR) | $235.0M | 0.87% | 1,358,321 | +1,358,321 | New position |
| Arm Holdings plc (ARM) | $227.9M | 0.85% | 642,829 | +642,829 | New position |
| Builders FirstSource, Inc. (BLDR) | $204.3M | 0.76% | 2,283,236 | -337,849 | Trimmed |
| Nu Holdings Ltd. (NU) | $166.7M | 0.62% | 12,475,806 | -21,866,415 | Trimmed |
| Liberty Media Corp. Del (FWONK) | $143.6M | 0.53% | 1,509,193 | -50,567 | Trimmed |
| McKesson Corp. (MCK) | $138.7M | 0.52% | 183,535 | -17,748 | Trimmed |
| Amphenol Corp. (APH) | $134.7M | 0.50% | 763,951 | -41,651 | Trimmed |
| Kaspi KZ JSC (KSPI) | $132.6M | 0.49% | 1,531,017 | -55,317 | Trimmed |
| Coupang, Inc. (CPNG) | $131.3M | 0.49% | 7,559,132 | -1,613,055 | Trimmed |
| TransDigm Group Inc. (TDG) | $119.4M | 0.44% | 89,669 | -4,672 | Trimmed |
| Ultragenyx Pharmaceutical Inc. (RARE) | $105.5M | 0.39% | 3,158,368 | -56,165 | Trimmed |
| Ferrari N.V. (RACE) | $104.3M | 0.39% | 280,101 | -7,608 | Trimmed |
| Waste Connections, Inc. (WCN) | $101.6M | 0.38% | 609,721 | -25,182 | Trimmed |
| Woodward, Inc. (WWD) | $65.4M | 0.24% | 153,660 | +153,660 | New position |
| Grab Holdings Limited (GRAB) | $61.8M | 0.23% | 16,385,578 | +7,263,146 | Added |
| Eli Lilly & Co. (LLY) | $54.4M | 0.20% | 45,332 | +12,445 | Added |
| Full Truck Alliance Co. Ltd (YMM) | $34.9M | 0.13% | 4,294,886 | -675,893 | Trimmed |
| Linde plc (LIN) | $28.4M | 0.11% | 54,778 | +185 | Added |
| HDFC Bank Limited (HDB) | $22.4M | 0.08% | 865,858 | -41,794 | Trimmed |
| Apple Inc. (AAPL) | $13.2M | 0.05% | 45,598 | +42,379 | Added |
| Palo Alto Networks Inc. (PANW) | $10.7M | 0.04% | 31,312 | -129,766 | Trimmed |
| Stevanato Group SpA (STVN) | $9.5M | 0.04% | 524,481 | +27,171 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $7.6M | 0.03% | 10,020 | +10,020 | New position |
| Intel Corp. (INTC) | $5.5M | 0.02% | 39,132 | +39,132 | New position |
| Robinhood Markets, Inc. (HOOD) | $5.3M | 0.02% | 53,032 | +49,286 | Added |
| TTM Technologies Inc. (TTMI) | $4.4M | 0.02% | 23,625 | +23,625 | New position |
| Gitlab Inc. (GTLB) | $3.9M | 0.01% | 127,475 | 0 | Held |
| AeroVironment Inc. (AVAV) | $3.1M | 0.01% | 18,993 | +17,651 | Added |
| Klaviyo, Inc. (KVYO) | $3.0M | 0.01% | 198,806 | -396,354 | Trimmed |
| iShares Trust (IWF) | $2.8M | 0.01% | 22,200 | +22,200 | New position |
| Lumentum Holdings Inc. (LITE) | $2.5M | 0.01% | 2,961 | +2,649 | Added |
| Cerebras Systems Inc. (CBRS) | $2.5M | 0.01% | 11,419 | +11,419 | New position |
| Palantir Technologies Inc. (PLTR) | $2.1M | 0.01% | 17,944 | -4,975 | Trimmed |
| Alibaba Group Holding Limited (BABA) | $667.1K | 0.00% | 6,950 | -843 | Trimmed |
| BBB Foods Inc. (TBBB) | $261.7K | 0.00% | 6,281 | +6,281 | New position |