Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HIMS	HIMS & HERS HEALTH INC	105,638	$3.662M	1.5%	$34.67	—	COM CL A	433000106
IBM	INTERNATIONAL BUSINESS MACHS	11,303	$3.179M	1.3%	$281.21	—	COM	459200101
UNH	UNITEDHEALTH GROUP INC	7,530	$3.13M	1.3%	$415.63	—	COM	91324P102
TOST	TOAST INC	108,293	$3.013M	1.2%	$27.82	—	CL A	888787108
RDDT	REDDIT INC	16,714	$2.901M	1.2%	$173.58	—	CL A	75734B100
PSNL	PERSONALIS INC	50,030	$2.898M	1.2%	$57.93	—	COM	71535D106
SPCX	SPACE EXPLORATION TECHN CORP	16,743	$2.861M	1.2%	$170.86	—	CLASS A COM STK	84615Q103
DECK	DECKERS OUTDOOR CORP	25,880	$2.57M	1.1%	$99.29	—	COM	243537107
URA	GLOBAL X FDS	52,176	$2.28M	0.9%	$43.70	—	GLOBAL X URANIUM	37954Y871
IREN	IREN LIMITED	48,107	$2.2M	0.9%	$45.73	—	ORDINARY SHARES	Q4982L109

Increased Positions (23)

GOOG ALPHABET INC 10.3%

Value $24.94M (+25.9%) Shares 69,781 (+1.3%) Est. Cost $137.22 Unrealized —

AAPL APPLE INC 9.2%

Value $22.37M (+15.9%) Shares 77,306 (+1.7%) Est. Cost $171.16 Unrealized —

BAC BANK OF AMER CORP 5.4%

Value $13.22M (+18.7%) Shares 232,035 (+1.6%) Est. Cost $34.39 Unrealized —

HOOD ROBINHOOD MKTS INC 1.6%

Value $3.943M (+49.0%) Shares 39,320 (+2.9%) Est. Cost $31.05 Unrealized —

AMZN AMAZON COM INC 2.7%

Value $6.642M (+23.4%) Shares 27,868 (+7.9%) Est. Cost $152.28 Unrealized —

JPM JPMORGAN CHASE & CO 4.5%

Value $10.9M (+12.9%) Shares 33,307 (+1.5%) Est. Cost $154.37 Unrealized —

RH RH 1.2%

Value $2.961M (+48.1%) Shares 17,974 (+25.7%) Est. Cost $181.75 Unrealized —

MSFT MICROSOFT CORP 7.6%

Value $18.37M (+5.2%) Shares 49,241 (+4.4%) Est. Cost $336.14 Unrealized —

RIVN RIVIAN AUTOMOTIVE INC 1.3%

Value $3.219M (+36.2%) Shares 185,538 (+18.1%) Est. Cost $15.17 Unrealized —

XOM EXXON MOBIL CORP 1.5%

Value $3.599M (-17.9%) Shares 26,323 (+1.8%) Est. Cost $104.43 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%

Value $10.24M (+8.1%) Shares 20,465 (+3.5%) Est. Cost $356.76 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 1.1%

Value $2.671M (-19.3%) Shares 22,892 (+1.2%) Est. Cost $29.83 Unrealized —

TSLA TESLA INC 2.0%

Value $4.907M (+14.3%) Shares 11,667 (+1.1%) Est. Cost $227.79 Unrealized —

IWM ISHARES TR 1.3%

Value $3.097M (+23.5%) Shares 10,309 (+1.9%) Est. Cost $248.98 Unrealized —

RKT ROCKET COS INC 1.2%

Value $2.954M (+16.0%) Shares 187,576 (+4.9%) Est. Cost $15.30 Unrealized —

BA BOEING CO 1.2%

Value $2.825M (+14.0%) Shares 13,048 (+4.8%) Est. Cost $237.54 Unrealized —

UPS UNITED PARCEL SVCS INC 1.4%

Value $3.355M (+10.6%) Shares 31,207 (+1.2%) Est. Cost $93.51 Unrealized —

JOBY JOBY AVIATION INC 1.0%

Value $2.357M (+12.8%) Shares 264,270 (+4.5%) Est. Cost $13.26 Unrealized —

APO APOLLO GLOBAL MGMT INC 1.2%

Value $3.005M (+8.5%) Shares 25,400 (+2.2%) Est. Cost $133.09 Unrealized —

LMND LEMONADE INC 0.9%

Value $2.177M (+10.5%) Shares 33,461 (+6.4%) Est. Cost $37.38 Unrealized —

UBER UBER TECHNOLOGIES INC 0.7%

Value $1.607M (+13.5%) Shares 22,269 (+13.1%) Est. Cost $56.84 Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 1.1%

Value $2.584M (-5.9%) Shares 77,614 (+8.6%) Est. Cost $41.19 Unrealized —

NU NU HLDGS LTD 1.3%

Value $3.049M (-4.5%) Shares 228,254 (+2.7%) Est. Cost $12.12 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	69,781 (+1.3%)	$24.94M (+25.9%)	10.3%	$137.22	—	CAP STK CL C	02079K107
AAPL	APPLE INC	77,306 (+1.7%)	$22.37M (+15.9%)	9.2%	$171.16	—	COM	037833100
BAC	BANK OF AMER CORP	232,035 (+1.6%)	$13.22M (+18.7%)	5.4%	$34.39	—	COM	060505104
HOOD	ROBINHOOD MKTS INC	39,320 (+2.9%)	$3.943M (+49.0%)	1.6%	$31.05	—	COM CL A	770700102
AMZN	AMAZON COM INC	27,868 (+7.9%)	$6.642M (+23.4%)	2.7%	$152.28	—	COM	023135106
JPM	JPMORGAN CHASE & CO	33,307 (+1.5%)	$10.9M (+12.9%)	4.5%	$154.37	—	COM	46625H100
RH	RH	17,974 (+25.7%)	$2.961M (+48.1%)	1.2%	$181.75	—	COM	74967X103
MSFT	MICROSOFT CORP	49,241 (+4.4%)	$18.37M (+5.2%)	7.6%	$336.14	—	COM	594918104
RIVN	RIVIAN AUTOMOTIVE INC	185,538 (+18.1%)	$3.219M (+36.2%)	1.3%	$15.17	—	COM CL A	76954A103
XOM	EXXON MOBIL CORP	26,323 (+1.8%)	$3.599M (-17.9%)	1.5%	$104.43	—	COM	30231G102
BRK/B	BERKSHIRE HATHAWAY INC DEL	20,465 (+3.5%)	$10.24M (+8.1%)	4.2%	$356.76	—	CL B NEW	084670702
PLTR	PALANTIR TECHNOLOGIES INC	22,892 (+1.2%)	$2.671M (-19.3%)	1.1%	$29.83	—	CL A	69608A108
TSLA	TESLA INC	11,667 (+1.1%)	$4.907M (+14.3%)	2.0%	$227.79	—	COM	88160R101
IWM	ISHARES TR	10,309 (+1.9%)	$3.097M (+23.5%)	1.3%	$248.98	—	RUSSELL 2000 ETF	464287655
RKT	ROCKET COS INC	187,576 (+4.9%)	$2.954M (+16.0%)	1.2%	$15.30	—	COM CL A	77311W101
BA	BOEING CO	13,048 (+4.8%)	$2.825M (+14.0%)	1.2%	$237.54	—	COM	097023105
UPS	UNITED PARCEL SVCS INC	31,207 (+1.2%)	$3.355M (+10.6%)	1.4%	$93.51	—	CL B	911312106
JOBY	JOBY AVIATION INC	264,270 (+4.5%)	$2.357M (+12.8%)	1.0%	$13.26	—	COMMON STOCK	G65163100
APO	APOLLO GLOBAL MGMT INC	25,400 (+2.2%)	$3.005M (+8.5%)	1.2%	$133.09	—	COM	03769M106
LMND	LEMONADE INC	33,461 (+6.4%)	$2.177M (+10.5%)	0.9%	$37.38	—	COM	52567D107
UBER	UBER TECHNOLOGIES INC	22,269 (+13.1%)	$1.607M (+13.5%)	0.7%	$56.84	—	COM	90353T100
IBIT	ISHARES BITCOIN TRUST ETF	77,614 (+8.6%)	$2.584M (-5.9%)	1.1%	$41.19	—	SHS BEN INT	46438F101
NU	NU HLDGS LTD	228,254 (+2.7%)	$3.049M (-4.5%)	1.3%	$12.12	—	ORD SHS CL A	G6683N103

Exited Positions (5)

HD HOME DEPOT INC 1.1%

Value $2.773M Shares 8,430 Est. Cost $376.98 Unrealized —

TLT ISHARES TR 1.1%

Value $2.592M Shares 29,896 Est. Cost $86.69 Unrealized —

BABA ALIBABA GROUP HLDG LTD 0.9%

Value $2.075M Shares 14,155 Est. Cost $73.40 Unrealized —

GRAB GRAB HOLDINGS LIMITED 0.7%

Value $1.621M Shares 442,914 Est. Cost $4.89 Unrealized —

WRBY WARBY PARKER INC 0.6%

Value $1.385M Shares 65,723 Est. Cost $22.12 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HD	HOME DEPOT INC	8,430	$2.773M	1.1%	$376.98	—	—	437076102
TLT	ISHARES TR	29,896	$2.592M	1.1%	$86.69	—	—	464287432
BABA	ALIBABA GROUP HLDG LTD	14,155	$2.075M	0.9%	$73.40	—	—	01609W102
GRAB	GRAB HOLDINGS LIMITED	442,914	$1.621M	0.7%	$4.89	—	—	G4124C109
WRBY	WARBY PARKER INC	65,723	$1.385M	0.6%	$22.12	—	—	93403J106

Decreased Positions (6)

BE BLOOM ENERGY CORP 2.3%

Value $5.667M (+29.7%) Shares 18,723 (-42.0%) Est. Cost $28.14 Unrealized —

SHV ISHARES TR 4.6%

Value $11.23M (-7.7%) Shares 101,750 (-7.7%) Est. Cost $110.45 Unrealized —

INTC INTEL CORP 1.4%

Value $3.391M (+37.3%) Shares 24,288 (-56.6%) Est. Cost $24.52 Unrealized —

BIL SPDR SERIES TRUST 12.1%

Value $29.43M (-2.0%) Shares 321,138 (-2.0%) Est. Cost $91.71 Unrealized —

RKLB ROCKET LAB CORP 1.7%

Value $4.198M (+2.7%) Shares 41,300 (-35.1%) Est. Cost $26.79 Unrealized —

NVDA NVIDIA CORPORATION 2.0%

Value $4.842M (+2.1%) Shares 24,201 (-11.0%) Est. Cost $119.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BE	BLOOM ENERGY CORP	18,723 (-42.0%)	$5.667M (+29.7%)	2.3%	$28.14	—	COM CL A	093712107
SHV	ISHARES TR	101,750 (-7.7%)	$11.23M (-7.7%)	4.6%	$110.45	—	TRUST ISHARE 0-1	464288679
INTC	INTEL CORP	24,288 (-56.6%)	$3.391M (+37.3%)	1.4%	$24.52	—	COM	458140100
BIL	SPDR SERIES TRUST	321,138 (-2.0%)	$29.43M (-2.0%)	12.1%	$91.71	—	ST STR BLO 1 ETF	78468R663
RKLB	ROCKET LAB CORP	41,300 (-35.1%)	$4.198M (+2.7%)	1.7%	$26.79	—	COM	773121108
NVDA	NVIDIA CORPORATION	24,201 (-11.0%)	$4.842M (+2.1%)	2.0%	$119.59	—	COM	67066G104

Unchanged Positions (1)

QQQ INVESCO QQQ TR 0.2%

Value $479K Shares 651 Est. Cost $577.18 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	651	$479K	0.2%	$577.18	—	UNIT SER 1	46090E103