The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 15,032,209 | 7,556 | SH | SOLE | 0 | 0 | 7,556 | ||
| AST SPACEMOBILE INC | COM CL A | 00217D100 | 8,830,196 | 99,372 | SH | SOLE | 0 | 0 | 99,372 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 19,091,026 | 32,864 | SH | SOLE | 0 | 0 | 32,864 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,947,305 | 61,964 | SH | SOLE | 0 | 0 | 61,964 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 70,651,867 | 199,960 | SH | SOLE | 0 | 0 | 199,960 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 379,263,558 | 1,061,263 | SH | SOLE | 0 | 0 | 1,061,263 | ||
| AMAZON COM INC | COM | 023135106 | 205,798,010 | 863,464 | SH | SOLE | 0 | 0 | 863,464 | ||
| APPLE INC | COM | 037833100 | 504,885,573 | 1,744,835 | SH | SOLE | 0 | 0 | 1,744,835 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 4,223,856 | 8,198 | SH | SOLE | 0 | 0 | 8,198 | ||
| ARCHER AVIATION INC | COM CL A | 03945R102 | 2,207,955 | 466,798 | SH | SOLE | 0 | 0 | 466,798 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 5,091,983 | 29,974 | SH | SOLE | 0 | 0 | 29,974 | ||
| ARK ETF TR | BLOC FIN INN ETF | 00214Q708 | 9,419,457 | 238,709 | SH | SOLE | 0 | 0 | 238,709 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,484,170 | 12,986 | SH | SOLE | 0 | 0 | 12,986 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 53,224,162 | 81,148 | SH | SOLE | 0 | 0 | 81,148 | ||
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | 091749101 | 18,733,442 | 498,495 | SH | SOLE | 0 | 0 | 498,495 | ||
| BROADCOM INC | COM | 11135F101 | 108,378,364 | 286,905 | SH | SOLE | 0 | 0 | 286,905 | ||
| CEREBRAS SYSTEMS INC | COM CL A *A* | 15675D103 | 7,969,481 | 36,061 | SH | SOLE | 0 | 0 | 36,061 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 9,527,902 | 38,845 | SH | SOLE | 0 | 0 | 38,845 | ||
| COREWEAVE INC | COM CL A | 21873S108 | 616,153 | 6,190 | SH | SOLE | 0 | 0 | 6,190 | ||
| D-WAVE QUANTUM INC | COM | 26740W109 | 3,847,228 | 160,368 | SH | SOLE | 0 | 0 | 160,368 | ||
| ETF SER SOLUTIONS | DEFIA QUANT ETF | 26922A420 | 2,492,111 | 15,069 | SH | SOLE | 0 | 0 | 15,069 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 13,263,373 | 17,380 | SH | SOLE | 0 | 0 | 17,380 | ||
| META PLATFORMS INC | CL A | 30303M102 | 159,883,107 | 283,838 | SH | SOLE | 0 | 0 | 283,838 | ||
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 | 877,723 | 28,581 | SH | SOLE | 0 | 0 | 28,581 | ||
| GARMIN LTD | SHS | H2906T109 | 34,174,844 | 143,870 | SH | SOLE | 0 | 0 | 143,870 | ||
| ISHARES TR | ISHARES SEMICDTR | 464287523 | 52,787,731 | 82,383 | SH | SOLE | 0 | 0 | 82,383 | ||
| ISHARES TR | EXPANDED TECH | 464287515 | 810,417 | 8,945 | SH | SOLE | 0 | 0 | 8,945 | ||
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 4,736,634 | 142,284 | SH | SOLE | 0 | 0 | 142,284 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 1,215,252 | 13,962 | SH | SOLE | 0 | 0 | 13,962 | ||
| PINTEREST INC | CL A | 72352L106 | 5,687,248 | 270,435 | SH | SOLE | 0 | 0 | 270,435 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 106,408,305 | 144,498 | SH | SOLE | 0 | 0 | 144,498 | ||
| IONQ INC | COM | 46222L108 | 1,544,114 | 28,992 | SH | SOLE | 0 | 0 | 28,992 | ||
| JOBY AVIATION INC | COMMON STOCK | G65163100 | 1,493,948 | 167,483 | SH | SOLE | 0 | 0 | 167,483 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 11,150,448 | 25,732 | SH | SOLE | 0 | 0 | 25,732 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 8,561,635 | 5,044 | SH | SOLE | 0 | 0 | 5,044 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,435,937 | 1,244 | SH | SOLE | 0 | 0 | 1,244 | ||
| MICROSOFT CORP | COM | 594918104 | 48,415,838 | 129,794 | SH | SOLE | 0 | 0 | 129,794 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 652,853,591 | 3,262,800 | SH | SOLE | 0 | 0 | 3,262,800 | ||
| OKTA INC | CL A | 679295105 | 500,362 | 3,667 | SH | SOLE | 0 | 0 | 3,667 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 15,102,115 | 129,443 | SH | SOLE | 0 | 0 | 129,443 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 12,260,692 | 35,953 | SH | SOLE | 0 | 0 | 35,953 | ||
| QUALCOMM INC | COM | 747525103 | 22,340,372 | 120,896 | SH | SOLE | 0 | 0 | 120,896 | ||
| QUANTUM COMPUTING INC | COM | 74766W108 | 960,843 | 99,056 | SH | SOLE | 0 | 0 | 99,056 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 27,647,196 | 275,700 | SH | SOLE | 0 | 0 | 275,700 | ||
| RIGETTI COMPUTING INC | COMMON STOCK | 76655K103 | 1,341,600 | 69,441 | SH | SOLE | 0 | 0 | 69,441 | ||
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 46,502,163 | 244,080 | SH | SOLE | 0 | 0 | 244,080 | ||
| SERVICENOW INC | COM | 81762P102 | 3,685,174 | 37,119 | SH | SOLE | 0 | 0 | 37,119 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 11,131,180 | 97,488 | SH | SOLE | 0 | 0 | 97,488 | ||
| SITIME CORP | COM | 82982T106 | 958,790 | 1,286 | SH | SOLE | 0 | 0 | 1,286 | ||
| SPDR SERIES TRUST | ST STR SP SEMI | 78464A862 | 4,425,775 | 7,096 | SH | SOLE | 0 | 0 | 7,096 | ||
| TOAST INC | CL A | 888787108 | 367,280 | 13,202 | SH | SOLE | 0 | 0 | 13,202 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 8,581,933 | 17,970 | SH | SOLE | 0 | 0 | 17,970 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 5,339,073 | 21,358 | SH | SOLE | 0 | 0 | 21,358 | ||
| TESLA INC | COM | 88160R101 | 2,406,253 | 5,721 | SH | SOLE | 0 | 0 | 5,721 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 7,185,909 | 99,583 | SH | SOLE | 0 | 0 | 99,583 | ||
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 85,153,564 | 712,463 | SH | SOLE | 0 | 0 | 712,463 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 2,124,768 | 6,346 | SH | SOLE | 0 | 0 | 6,346 | ||
| WERIDE INC | SPONSORED ADS | 950915108 | 351,679 | 60,426 | SH | SOLE | 0 | 0 | 60,426 | ||
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | 206,096 | 842 | SH | SOLE | 0 | 0 | 842 | ||
| CARVANA CO | CL A | 146869102 | 208,320 | 3,165 | SH | SOLE | 0 | 0 | 3,165 | ||
| WISDOMTREE TR | CLOUD COMPUTNG | 97717Y691 | 1,236,236 | 38,565 | SH | SOLE | 0 | 0 | 38,565 | ||
| GE VERNOVA INC | COM | 36828A101 | 4,695,915 | 3,997 | SH | SOLE | 0 | 0 | 3,997 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,571,171 | 2,098 | SH | SOLE | 0 | 0 | 2,098 | ||
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | 8,574,145 | 21,764 | SH | SOLE | 0 | 0 | 21,764 | ||
| MERCURY SYS INC | COM | 589378108 | 203,802 | 1,666 | SH | SOLE | 0 | 0 | 1,666 | ||
| PALOMAR HLDGS INC | COM | 69753M105 | 213,978 | 1,693 | SH | SOLE | 0 | 0 | 1,693 | ||
| BANK OF AMER CORP | COM | 060505104 | 11,322,200 | 198,705 | SH | SOLE | 0 | 0 | 198,705 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 989,271 | 1,977 | SH | SOLE | 0 | 0 | 1,977 | ||
| BLACKSTONE INC | COM | 09260D107 | 11,090,986 | 94,255 | SH | SOLE | 0 | 0 | 94,255 | ||
| BOEING CO | COM | 097023105 | 16,772,312 | 77,481 | SH | SOLE | 0 | 0 | 77,481 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 1,641,302 | 38,456 | SH | SOLE | 0 | 0 | 38,456 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 37,653,305 | 37,230 | SH | SOLE | 0 | 0 | 37,230 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 4,638,911 | 11,898 | SH | SOLE | 0 | 0 | 11,898 | ||
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | 2,344,279 | 17,690 | SH | SOLE | 0 | 0 | 17,690 | ||
| ISHARES TR | US AER DEF ETF | 464288760 | 7,367,871 | 30,393 | SH | SOLE | 0 | 0 | 30,393 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 32,037,399 | 97,875 | SH | SOLE | 0 | 0 | 97,875 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 4,022,013 | 10,853 | SH | SOLE | 0 | 0 | 10,853 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,046,592 | 13,720 | SH | SOLE | 0 | 0 | 13,720 | ||
| RTX CORPORATION | COM | 75513E101 | 11,383,041 | 59,996 | SH | SOLE | 0 | 0 | 59,996 | ||
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | 10,722,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 4,808,475 | 21,500 | SH | SOLE | 0 | 0 | 21,500 | ||
| STATE STR CORP | COM | 857477103 | 8,398,253 | 49,518 | SH | SOLE | 0 | 0 | 49,518 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 8,379,540 | 22,747 | SH | SOLE | 0 | 0 | 22,747 | ||
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 61,269,602 | 390,377 | SH | SOLE | 0 | 0 | 390,377 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 115,049,785 | 310,912 | SH | SOLE | 0 | 0 | 310,912 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 148,658,142 | 216,447 | SH | SOLE | 0 | 0 | 216,447 | ||
| VISA INC | COM CL A | 92826C839 | 16,121,799 | 46,990 | SH | SOLE | 0 | 0 | 46,990 | ||
| WELLS FARGO & CO | COM | 949746101 | 3,097,760 | 37,485 | SH | SOLE | 0 | 0 | 37,485 | ||