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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 390,693,925 | 672,555 | SH | SOLE | 445,901 | 0 | 226,654 | ||
| AEROVIRONMENT INC | COM | 008073108 | 3,135,175 | 18,993 | SH | SOLE | 0 | 0 | 18,993 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 667,061 | 6,950 | SH | SOLE | 6,950 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,748,753,286 | 4,893,397 | SH | SOLE | 3,523,929 | 0 | 1,369,468 | ||
| AMAZON COM INC | COM | 023135106 | 1,158,623,890 | 4,861,223 | SH | SOLE | 3,493,344 | 0 | 1,367,879 | ||
| AMPHENOL CORP | CL A | 032095101 | 134,699,840 | 763,951 | SH | SOLE | 763,951 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 13,194,237 | 45,598 | SH | SOLE | 404 | 0 | 45,194 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 428,515,245 | 831,697 | SH | SOLE | 573,500 | 0 | 258,197 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | 277,031,194 | 298,599 | SH | SOLE | 224,319 | 0 | 74,280 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 227,927,879 | 642,829 | SH | SOLE | 474,298 | 0 | 168,531 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 1,061,750,202 | 533,693 | SH | SOLE | 413,781 | 0 | 119,912 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 830,160,818 | 1,480,817 | SH | SOLE | 1,149,278 | 0 | 331,539 | ||
| BBB FOODS INC | CL A COM | G0896C103 | 261,729 | 6,281 | SH | SOLE | 6,281 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 428,070,380 | 5,632,505 | SH | SOLE | 3,680,936 | 0 | 1,951,569 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 885,869,107 | 2,926,558 | SH | SOLE | 2,047,453 | 0 | 879,105 | ||
| BROADCOM INC | COM | 11135F101 | 425,691,008 | 1,126,912 | SH | SOLE | 671,447 | 0 | 455,465 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 204,303,957 | 2,283,236 | SH | SOLE | 1,678,700 | 0 | 604,536 | ||
| CARLISLE COS INC | COM | 142339100 | 290,153,568 | 799,872 | SH | SOLE | 587,663 | 0 | 212,209 | ||
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 484,928,766 | 786,150 | SH | SOLE | 505,708 | 0 | 280,442 | ||
| CARVANA CO | CL A | 146869102 | 557,031,040 | 8,462,945 | SH | SOLE | 5,822,317 | 0 | 2,640,628 | ||
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | 2,523,599 | 11,419 | SH | SOLE | 11,419 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 794,585,541 | 3,239,504 | SH | SOLE | 2,495,240 | 0 | 744,264 | ||
| COUPANG INC | CL A | 22266T109 | 131,302,123 | 7,559,132 | SH | SOLE | 6,988,494 | 0 | 570,638 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 7,646,663 | 10,020 | SH | SOLE | 0 | 0 | 10,020 | ||
| DATADOG INC | CL A COM | 23804L103 | 260,307,668 | 999,799 | SH | SOLE | 663,844 | 0 | 335,955 | ||
| DOORDASH INC | CL A | 25809K105 | 429,178,951 | 2,325,795 | SH | SOLE | 1,797,772 | 0 | 528,023 | ||
| ELI LILLY & CO | COM | 532457108 | 54,372,561 | 45,332 | SH | SOLE | 45,332 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 104,278,801 | 280,101 | SH | SOLE | 280,101 | 0 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 34,874,474 | 4,294,886 | SH | SOLE | 3,794,666 | 0 | 500,220 | ||
| GITLAB INC | CLASS A COM | 37637K108 | 3,891,812 | 127,475 | SH | SOLE | 127,475 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 61,773,629 | 16,385,578 | SH | SOLE | 14,474,115 | 0 | 1,911,463 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 22,365,112 | 865,858 | SH | SOLE | 726,336 | 0 | 139,522 | ||
| INTEL CORP | COM | 458140100 | 5,464,001 | 39,132 | SH | SOLE | 26,134 | 0 | 12,998 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 499,305,968 | 4,055,771 | SH | SOLE | 3,083,489 | 0 | 972,282 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 498,063,976 | 1,252,424 | SH | SOLE | 1,017,558 | 0 | 234,866 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 2,756,574 | 22,200 | SH | SOLE | 22,200 | 0 | 0 | ||
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | 132,647,313 | 1,531,017 | SH | SOLE | 1,353,728 | 0 | 177,289 | ||
| KLAVIYO INC | COM SER A | 49845K101 | 3,001,971 | 198,806 | SH | SOLE | 198,806 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 491,381,053 | 1,133,965 | SH | SOLE | 684,034 | 0 | 449,931 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 143,584,622 | 1,509,193 | SH | SOLE | 1,509,193 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 28,426,495 | 54,778 | SH | SOLE | 54,778 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 2,540,716 | 2,961 | SH | SOLE | 0 | 0 | 2,961 | ||
| MCKESSON CORP | COM | 58155Q103 | 138,679,046 | 183,535 | SH | SOLE | 183,535 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 641,966,477 | 378,208 | SH | SOLE | 316,217 | 0 | 61,991 | ||
| META PLATFORMS INC | CL A | 30303M102 | 546,323,142 | 969,879 | SH | SOLE | 647,584 | 0 | 322,295 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 608,091,515 | 526,810 | SH | SOLE | 344,977 | 0 | 181,833 | ||
| MICROSOFT CORP | COM | 594918104 | 488,368,975 | 1,309,230 | SH | SOLE | 929,676 | 0 | 379,554 | ||
| NETFLIX INC. | COM | 64110L106 | 381,034,240 | 5,336,614 | SH | SOLE | 4,161,294 | 0 | 1,175,320 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 166,676,768 | 12,475,806 | SH | SOLE | 10,784,379 | 0 | 1,691,427 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,813,156,151 | 14,059,454 | SH | SOLE | 10,043,471 | 0 | 4,015,983 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 265,120,223 | 7,485,043 | SH | SOLE | 5,594,770 | 0 | 1,890,273 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 2,093,526 | 17,944 | SH | SOLE | 17,944 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 10,678,018 | 31,312 | SH | SOLE | 31,312 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 540,374,899 | 750,479 | SH | SOLE | 553,490 | 0 | 196,989 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 5,318,049 | 53,032 | SH | SOLE | 0 | 0 | 53,032 | ||
| SAMSARA INC | COM CL A | 79589L106 | 368,039,379 | 11,348,732 | SH | SOLE | 8,055,044 | 0 | 3,293,688 | ||
| SANDISK CORP | COM | 80004C200 | 348,092,147 | 153,093 | SH | SOLE | 106,820 | 0 | 46,273 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 287,330,635 | 2,998,337 | SH | SOLE | 2,320,449 | 0 | 677,888 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 695,515,065 | 720,741 | SH | SOLE | 475,953 | 0 | 244,788 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 826,900,580 | 7,242,079 | SH | SOLE | 5,383,705 | 0 | 1,858,374 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 389,004,480 | 2,276,744 | SH | SOLE | 1,587,883 | 0 | 688,861 | ||
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | 235,030,283 | 1,358,321 | SH | SOLE | 842,678 | 0 | 515,643 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 808,622,511 | 1,761,206 | SH | SOLE | 1,216,901 | 0 | 544,305 | ||
| STEVANATO GROUP S P A | ORD SHS | T9224W109 | 9,477,372 | 524,481 | SH | SOLE | 524,481 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 1,874,672,381 | 3,925,440 | SH | SOLE | 2,730,272 | 0 | 1,195,168 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 119,442,695 | 89,669 | SH | SOLE | 89,669 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 4,418,347 | 23,625 | SH | SOLE | 23,625 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 105,457,908 | 3,158,368 | SH | SOLE | 2,038,405 | 0 | 1,119,963 | ||
| VISA INC | COM CL A | 92826C839 | 815,558,896 | 2,377,099 | SH | SOLE | 1,884,559 | 0 | 492,540 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 101,634,393 | 609,721 | SH | SOLE | 609,721 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 65,373,110 | 153,660 | SH | SOLE | 153,660 | 0 | 0 | ||