May 15, 2026
Announcement
| ADOBE INC |
| ADVANCED MICRO DEVICES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| APPLE INC |
| APPLIED DIGITAL CORPORATION |
| ARISTA NETWORKS INC |
| AST SPACEMOBILE INC |
| AURORA INNOVATION INC |
| Applovin Corp |
| BITMINE IMMERSION TECHNOLOGIES |
| BLOOM ENERGY CORP |
| BOEING CO/THE |
| BROADCOM INC |
| CARVANA CO |
| CELSIUS HOLDINGS INC |
| CIPHER MINING INC |
| CIRCLE INTERNET GROUP INC |
| CLOUDFLARE INC - CLASS A |
| COINBASE GLOBAL INC -CLASS A |
| COREWEAVE INC |
| COSTCO WHOLESALE CORP |
| D-WAVE QUANTUM INC |
| DELL TECHNOLOGIES INC - C |
| DRAFTKINGS INC |
| ELI LILLY & CO |
| GALAXY DIGITAL INC |
| GAMESTOP CORP |
| GLOBALSTAR INC |
| GRAB HOLDINGS LTD - CL A |
| IMMUNITYBIO INC |
| INTEL CORP |
| IONQ INC |
| IREN LTD |
| JOBY AVIATION INC |
| LULULEMON ATHLETICA INC |
| MARVELL TECHNOLOGY INC |
| MCDONALDS CORP |
| MERCADOLIBRE INC |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MODERNA INC |
| MP MATERIALS CORP |
| NEBIUS GROUP NV |
| NETFLIX INC |
| NIKE INC |
| NVIDIA CORP |
| OKLO INC |
| ORACLE CORP |
| PALANTIR TECHNOLOGIES INC |
| PAYPAL HOLDINGS INC. |
| QUALCOMM INC |
| REDDIT INC |
| RIVIAN AUTOMOTIVE INC |
| ROBINHOOD MARKETS INC - A |
| ROBLOX CORP |
| ROCKET LAB CORPORATION |
| RTX CORPORATION |
| SALESFORCE INC |
| SERVICENOW INC |
| SHOPIFY INC |
| SNAP INC |
| SOFI TECHNOLOGIES INC |
| STRATEGY INC-CL A |
| SUPER MICRO COMPUTER INC |
| TERAWULF INC |
| TESLA INC |
| TG THERAPEUTICS INC |
| TRADE DESK INC/THE -CLASS A |
| UBER TECHNOLOGIES INC |
| UIPATH CL A ORD |
| UNITED PARCEL SERVICE-CL B |
| UNITEDHEALTH GROUP INC |
| VENTURE GLOBAL INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.