#	Holding	Value	% Port.	Δ Shares	Change (QoQ)
1	Intel Corp	$29989261126	47.27%	—	Held
2	Space Exploration Techn Corp	$20975594582	33.06%	—	NEW BUY
3	Coreweave Inc	$4699617158	7.41%	—	Held
4	Coherent Corp	$3072195870	4.84%	—	Held
5	Nokia Corp	$2209650581	3.48%	—	Held
6	Synopsys Inc	$2150823302	3.39%	—	Held
7	Nebius Group N.V.	$328773757	0.52%	—	Held
8	Generate Biomedicines Inc	$14058193	0.02%	—	Held

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.