| 1 | 67066G10467066G104NVIDIA CORP | NVIDIA CORP | 18.96% | 6.15M | $1.07B |
| 2 | TW0002330008TW0002330008TAIWAN SEMICONDUCTOR MANUFAC | TAIWAN SEMICONDUCTOR MANUFAC | 7.03% | 6.88M | $12.44M |
| 3 | 037833100037833100APPLE INC | APPLE INC | 6.41% | 1.43M | $362.36M |
| 4 | 11135F10111135F101BROADCOM INC | BROADCOM INC | 6.11% | 1.12M | $345.76M |
| 5 | NL0010273215NL0010273215ASML HOLDING NV | ASML HOLDING NV | 4.11% | 174.97K | $268.93M |
| 6 | 594918104594918104MICROSOFT CORP | MICROSOFT CORP | 3.69% | 564.52K | $208.97M |
| 7 | 007903107007903107ADVANCED MICRO DEVICES | ADVANCED MICRO DEVICES | 3.60% | 1.00M | $203.81M |
| 8 | KR7005930003KR7005930003SAMSUNG ELECTRONICS CO LTD | SAMSUNG ELECTRONICS CO LTD | 3.50% | 1.69M | $129.15K |
| 9 | 458140100458140100INTEL CORP | INTEL CORP | 2.71% | 3.48M | $153.49M |
| 10 | KR7000660001KR7000660001SK HYNIX INC | SK HYNIX INC | 2.20% | 218.89K | $81.08K |
| 11 | 76105Y10976105Y109T. Rowe Price Government Reserve Fund | T. Rowe Price Government Reserve Fund | 1.57% | 89.09M | $89.09M |
| 12 | 68389X10568389X105ORACLE CORP | ORACLE CORP | 1.57% | 604.91K | $88.99M |
| 13 | DE0006231004DE0006231004INFINEON TECHNOLOGIES AG | INFINEON TECHNOLOGIES AG | 1.44% | 1.79M | $94.00M |
| 14 | 512807306512807306LAM RESEARCH CORP | LAM RESEARCH CORP | 1.33% | 353.35K | $75.50M |
| 15 | 171779309171779309CIENA CORP | CIENA CORP | 1.33% | 194.19K | $75.39M |
| 16 | 03831W10803831W108APPLOVIN CORP-CLASS A | APPLOVIN CORP-CLASS A | 1.29% | 183.64K | $73.09M |
| 17 | S000002085-16S000002085-16Anthropic PBC SER F-1 CVT PFD PP | Anthropic PBC SER F-1 CVT PFD PP | 1.26% | 274.50K | $71.13M |
| 18 | 518415104518415104LATTICE SEMICONDUCTOR CORP | LATTICE SEMICONDUCTOR CORP | 1.25% | 763.43K | $70.82M |
| 19 | S000002085-18S000002085-18DATABRICKS INC-CL A PP | DATABRICKS INC-CL A PP | 1.15% | 342.51K | $65.08M |
| 20 | TC1HS9QX6TC1HS9QX6CANVA CLASS B COMMON STOCK PP | CANVA CLASS B COMMON STOCK PP | 1.15% | 43.48K | $65.07M |