#	Holding	Value	% Port.	Δ Shares	Change (QoQ)
1	Joby Aviation, Inc	$1061033352	43.47%	—	NEW BUY
2	Grab Holdings Limited	$815836249	33.43%	—	NEW BUY
3	Uber Technologies Inc.	$368703685	15.11%	—	NEW BUY
4	Aurora Innovation, Inc.	$195074493	7.99%	—	NEW BUY

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.