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GOOGL,

Alphabet Inc.

GOOGL,

Alphabet Inc.

MA,

Mastercard Inc.
Return: -6.72%

MA,

Mastercard Inc.
Return: -6.72%

MSFT,

Microsoft Corp.
Return: -11.50%

MSFT,

Microsoft Corp.
Return: -11.50%

NAVN,

Navan, Inc.
Return: -27.91%

NAVN,

Navan, Inc.
Return: -27.91%

QUBT,

Quantum Computin...
Return: -6.76%

QUBT,

Quantum Computing Inc.
Return: -6.76%

TSM,

Taiwan Semicondu...
Return: 10.93%

TSM,

Taiwan Semiconductor Manufacturing Co. Ltd...
Return: 10.93%

INTU,

Intuit Inc.
Return: -25.84%

INTU,

Intuit Inc.
Return: -25.84%

RGTI,

Rigetti Computin...
Return: -16.17%

RGTI,

Rigetti Computing, Inc.
Return: -16.17%

ABNB,

Airbnb, Inc.

ABNB,

Airbnb, Inc.

ASMLF,

ASML Holding N.V.
Return: 34.67%

ASMLF,

ASML Holding N.V.
Return: 34.67%

AVGO,

Broadcom Inc.

AVGO,

Broadcom Inc.

BABA,

Alibaba Group Ho...
Return: 16.42%

BABA,

Alibaba Group Holding Limited
Return: 16.42%

BMI,

Badger Meter Inc.
Return: -18.69%

BMI,

Badger Meter Inc.
Return: -18.69%

CBRE,

CBRE Group Inc.
Return: 2.71%

CBRE,

CBRE Group Inc.
Return: 2.71%

CHWY,

Chewy Inc.

CHWY,

Chewy Inc.

COST,

Costco Wholesale...
Return: 7.64%

COST,

Costco Wholesale Corporation
Return: 7.64%

CRM,

Salesforce Inc.
Return: -20.61%

CRM,

Salesforce Inc.
Return: -20.61%

CRWV,

CoreWeave, Inc.
Return: 27.14%

CRWV,

CoreWeave, Inc.
Return: 27.14%

DASH,

DoorDash, Inc.
Return: -11.45%

DASH,

DoorDash, Inc.
Return: -11.45%

FOUR,

Shift4 Payments ...

FOUR,

Shift4 Payments Inc.

IONQ,

IonQ, Inc.
Return: -9.55%

IONQ,

IonQ, Inc.
Return: -9.55%

LLY,

Eli Lilly and Co...
Return: -4.50%

LLY,

Eli Lilly and Company
Return: -4.50%

MCD,

McDonald's Corpo...
Return: 1.33%

MCD,

McDonald's Corporation
Return: 1.33%

MELI,

MercadoLibre Inc.

MELI,

MercadoLibre Inc.

META,

Meta Platforms, ...
Return: 8.82%

META,

Meta Platforms, Inc. Class A Common Stock
Return: 8.82%