Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting TESLA INC,TSLA,,Sell,88160R101,948911000.0,1409092.0,11.483 MODERNA INC,MRNA,,Sell,60770K107,815150000.0,5706331.0,9.865 RIVIAN AUTOMOTIVE INC,,,Sell,76954A103,485929000.0,18878337.0,5.881 AMAZON COM INC,AMZN,,Buy,023135106,437434000.0,4118580.0,5.294 JD.COM INC,JD,spon adr cl a,Buy,47215P106,409737000.0,6380204.0,4.958 ENDEAVOR GROUP HLDGS INC,EDR,,Sell,29260Y109,348969000.0,16973200.0,4.223 META PLATFORMS INC,FB,cl a,Sell,30303M102,343877000.0,2132573.0,4.161 MICROSOFT CORP,MSFT,,Sell,594918104,319771000.0,1245067.0,3.87 BLOCK INC,SQ,cl a,Sell,852234103,296081000.0,4817454.0,3.583 DISNEY WALT CO,DIS,, ,254687106,292353000.0,3096961.0,3.538 ENPHASE ENERGY INC,ENPH,,Buy,29355A107,266813000.0,1366593.0,3.229 NETFLIX INC,NFLX,,Sell,64110L106,216563000.0,1238423.0,2.621 UBER TECHNOLOGIES INC,UBER,,Buy,90353T100,208363000.0,10183900.0,2.522 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Buy,01609W102,187988000.0,1653663.0,2.275 BROADCOM INC,AVGO,, ,11135F101,154285000.0,317584.0,1.867 LUCID GROUP INC,,,Buy,549498103,127630000.0,7437661.0,1.545 VISA INC,V,,Sell,92826C839,124498000.0,632324.0,1.507 SNOWFLAKE INC,SNOW,cl a,Sell,833445109,113456000.0,815881.0,1.373 CROWDSTRIKE HLDGS INC,CRWD,cl a, ,22788C105,103133000.0,611850.0,1.248 KE HLDGS INC,BEKE,sponsored ads,Buy,482497104,90612000.0,5048061.0,1.097 BATH & BODY WORKS INC,,, ,070830104,86532000.0,3214424.0,1.047 GITLAB INC,,, ,37637K108,85574000.0,1610357.0,1.036 PAYPAL HLDGS INC,PYPL,,Sell,70450Y103,85248000.0,1220620.0,1.032 DATADOG INC,DDOG,,New,23804L103,80008000.0,840069.0,0.968 VEEVA SYS INC,VEEV,,New,922475108,79319000.0,400521.0,0.96 UIPATH INC,PATH,cl a,New,90364P105,77042000.0,4235394.0,0.932 SOFI TECHNOLOGIES INC,SOFI,,New,83406F102,76573000.0,14529957.0,0.927 ZILLOW GROUP INC,Z,cl c cap stk, ,98954M200,74892000.0,2358800.0,0.906 UPSTART HLDGS INC,UPST,,New,91680M107,74696000.0,2362290.0,0.904 XPENG INC,XPEV,ads,Sell,98422D105,71912000.0,2265669.0,0.87 NOVAVAX INC,NVAX,,Buy,670002401,63861000.0,1241716.0,0.773 BIONTECH SE,BNTX,sponsored ads, ,09075V102,62859000.0,421590.0,0.761 SEA LTD,SE,sponsord ads,Sell,81141R100,61854000.0,925132.0,0.749 DOORDASH INC,DASH,cl a,Sell,25809K105,60010000.0,935161.0,0.726 PINTEREST INC,PINS,cl a,Buy,72352L106,57319000.0,3156352.0,0.694 EQUIFAX INC,EFX,,New,294429105,53986000.0,295362.0,0.653 PARAMOUNT GLOBAL,VIAC,, ,92556H206,53820000.0,2180711.0,0.651 MONDAY COM LTD,MNDY,,New,M7S64H106,48414000.0,469309.0,0.586 PALO ALTO NETWORKS INC,PANW,, ,697435105,47240000.0,95640.0,0.572 DINGDONG CAYMAN LTD,DDL,ads, ,25445D101,38874000.0,7029666.0,0.47 NIKOLA CORP,NKLA,,Buy,654110105,35183000.0,7391449.0,0.426 WILLIAMS SONOMA INC,WSM,,New,969904101,34966000.0,315147.0,0.423 LI AUTO INC,LI,sponsored ads,Buy,50202M102,34012000.0,887794.0,0.412 VICTORIAS SECRET AND CO,,, ,926400102,29969000.0,1071472.0,0.363 DOCUSIGN INC,DOCU,,Sell,256163106,28812000.0,502135.0,0.349 SYNAPTICS INC,SYNA,,New,87157D109,27685000.0,234521.0,0.335 QUANTUMSCAPE CORP,QS,,Buy,74767V109,26747000.0,3113723.0,0.324 SNAP INC,SNAP,cl a,New,83304A106,26660000.0,2030446.0,0.323 PELOTON INTERACTIVE INC,PTON,,Sell,70614W100,25848000.0,2815647.0,0.313 TRIP COM GROUP LTD,TCOM,ads,New,89677Q107,24381000.0,888202.0,0.295 HASHICORP INC,,,New,418100103,24015000.0,815724.0,0.291 ZILLOW GROUP INC,ZG,cl a, ,98954M101,22009000.0,691885.0,0.266 RINGCENTRAL INC,RNG,cl a,Buy,76680R206,21497000.0,411351.0,0.26 CONFLUENT INC,CFLT,,New,20717M103,19878000.0,855315.0,0.241 AMC ENTMT HLDGS INC,AMC,,Buy,00165C104,19386000.0,1430668.0,0.235 FISKER INC,FSR,,New,33813J106,19304000.0,2252565.0,0.234 GINKGO BIOWORKS HOLDINGS INC,,,New,37611X100,18892000.0,7937724.0,0.229 MERCADOLIBRE INC,MELI,,New,58733R102,18806000.0,29529.0,0.228 RIBBIT LEAP LTD,LEAPU,unit 99/99/9999, ,G7552B121,18263000.0,1830000.0,0.221 GDS HLDGS LTD,GDS,sponsored ads,Buy,36165L108,14660000.0,439039.0,0.177 AGORA INC,API,ads, ,00851L103,13091000.0,1992568.0,0.158 BEYOND MEAT INC,BYND,,Sell,08862E109,11746000.0,490640.0,0.142 SALESFORCE INC,CRM,,New,79466L302,11379000.0,68948.0,0.138 WORKDAY INC,WDAY,cl a,New,98138H101,11266000.0,80714.0,0.136 SUNRUN INC,RUN,,Sell,86771W105,10169000.0,435335.0,0.123 SHOPIFY INC,SHOP,cl a,New,82509L107,9962000.0,318900.0,0.121 HUAZHU GROUP LTD,HTHT,sponsored ads,New,44332N106,9907000.0,260017.0,0.12 SINGULAR GENOMICS SYSTEMS IN,OMIC,, ,82933R100,8097000.0,2119614.0,0.098 NVIDIA CORPORATION,NVDA,,Sell,67066G104,7491000.0,49413.0,0.091 HERTZ GLOBAL HLDGS INC,HTZZW,*w exp 06/30/205,Buy,42806J148,7461000.0,762095.0,0.09 GAMESTOP CORP NEW,GME,cl a, ,36467W109,6689000.0,54697.0,0.081 STITCH FIX INC,SFIX,, ,860897107,6633000.0,1342810.0,0.08 ROBLOX CORP,RBLX,cl a,Sell,771049103,5688000.0,173102.0,0.069 KANZHUN LIMITED,BZ,sponsored ads,New,48553T106,4131000.0,157191.0,0.05 CARVANA CO,CVNA,cl a,New,146869102,3924000.0,173800.0,0.047 LAS VEGAS SANDS CORP,LVS,,New,517834107,3359000.0,100000.0,0.041 DEXCOM INC,DXCM,,Buy,252131107,2836000.0,38052.0,0.034 ZOOM VIDEO COMMUNICATIONS IN,ZM,cl a, ,98980L101,2243000.0,20770.0,0.027 PINDUODUO INC,PDD,sponsored ads,New,722304102,2059000.0,33317.0,0.025 HERTZ GLOBAL HLDGS INC,HTZZ,, ,42806J700,1692000.0,106823.0,0.02 GRAB HOLDINGS LIMITED,,class a ord,New,G4124C109,1012000.0,400000.0,0.012 MSD ACQUISITION CORP,MSDAU,unit 03/25/2026,Exit,G5709C117,0.0,-225649.0,-0.016 ADVANCED MICRO DEVICES INC,AMD,,Exit,007903107,0.0,-268599.0,-0.215