1
MICROSOFT CORP
COM
MSFT
MSFT
67,471
$25.0m8.46%
8.46%
Added Shares held: Q3 2025 —, Q4 2025 6.9k, Q1 2026 12.2k, Q2 2026 67.5k
+55.3k
+55,288
453.8%
2
VANGUARD INDEX FDS
TOTAL STK MKT
VTI
VTI
56,623
$20.9m7.08%
7.08%
Added Shares held: Q3 2025 —, Q4 2025 41.1k, Q1 2026 51.2k, Q2 2026 56.6k
+5.4k
+5,407
10.6%
3
DISNEY WALT CO
COM
DIS
DIS
63,315
$15.2m5.13%
5.13%
Added Shares held: Q3 2025 —, Q4 2025 19.1k, Q1 2026 22.5k, Q2 2026 63.3k
+40.8k
+40,766
180.8%
4
ALPHABET INC
CAP STK CL C
GOOG
GOOG
54,873
$13.9m4.72%
4.72%
Added Shares held: Q3 2025 —, Q4 2025 37.2k, Q1 2026 37.3k, Q2 2026 54.9k
+17.6k
+17,563
47.1%
5
NVIDIA CORPORATION
COM
NVDA
NVDA
105,019
$12.0m4.08%
4.08%
Added Shares held: Q3 2025 —, Q4 2025 24.5k, Q1 2026 32.5k, Q2 2026 105.0k
+72.5k
+72,533
223.3%
6
UBER TECHNOLOGIES INC
COM
UBER
UBER
131,665
$10.2m3.45%
3.45%
Added Shares held: Q3 2025 —, Q4 2025 63.5k, Q1 2026 95.9k, Q2 2026 131.7k
+35.8k
+35,770
37.3%
7
ALPHABET INC
CAP STK CL A
GOOGL
GOOGL
34,957
$10.1m3.43%
3.43%
Added Shares held: Q3 2025 —, Q4 2025 20.3k, Q1 2026 30.7k, Q2 2026 35.0k
+4.2k
+4,237
13.8%
8
ISHARES TR
CHINA LG-CAP ETF
FXI
FXI
141,386
$9.8m3.30%
3.30%
Added Shares held: Q3 2025 —, Q4 2025 10.8k, Q1 2026 10.8k, Q2 2026 141.4k
+130.6k
+130,627
1214.1%
9
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
VWO
VWO
30,622
$9.8m3.30%
3.30%
Added Shares held: Q3 2025 —, Q4 2025 4.5k, Q1 2026 3.9k, Q2 2026 30.6k
+26.8k
+26,764
693.7%
10
AIRBNB INC
COM CL A
ABNB
ABNB
62,741
$9.7m3.28%
3.28%
Added Shares held: Q3 2025 —, Q4 2025 46.2k, Q1 2026 50.4k, Q2 2026 62.7k
+12.3k
+12,314
24.4%
11
COREWEAVE INC
COM CL A
CRWV
CRWV
59,115
$9.2m3.11%
3.11%
Added Shares held: Q3 2025 —, Q4 2025 33.8k, Q1 2026 42.3k, Q2 2026 59.1k
+16.9k
+16,851
39.9%
12
WELLS FARGO CO NEW
COM
WFC
WFC
48,557
$9.1m3.09%
3.09%
Added Shares held: Q3 2025 —, Q4 2025 5.3k, Q1 2026 5.1k, Q2 2026 48.6k
+43.5k
+43,487
857.7%
13
PROGRESSIVE CORP
COM
PGR
PGR
57,846
$8.5m2.87%
2.87%
Added Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 2.2k, Q2 2026 57.8k
+55.6k
+55,603
2479.0%
14
BERKSHIRE HATHAWAY INC DEL
CL B NEW
BRK.B
BRK.B
22,293
$6.4m2.15%
2.15%
Added Shares held: Q3 2025 —, Q4 2025 11.8k, Q1 2026 11.8k, Q2 2026 22.3k
+10.5k
+10,466
88.5%
15
ASML HOLDING N V
N Y REGISTRY SHS
ASML
ASML
9,367
$6.2m2.09%
2.09%
Added Shares held: Q3 2025 —, Q4 2025 513, Q1 2026 529, Q2 2026 9.4k
+8.8k
+8,838
1670.7%
16
AMAZON COM INC
COM
AMZN
AMZN
35,219
$6.1m2.07%
2.07%
Added Shares held: Q3 2025 —, Q4 2025 21.8k, Q1 2026 23.0k, Q2 2026 35.2k
+12.2k
+12,191
52.9%
17
ADVANCED MICRO DEVICES INC
COM
AMD
AMD
44,155
$5.9m1.99%
1.99%
Added Shares held: Q3 2025 —, Q4 2025 3.5k, Q1 2026 7.5k, Q2 2026 44.2k
+36.6k
+36,622
486.1%
18
TESLA INC
COM
TSLA
TSLA
15,016
$5.8m1.95%
1.95%
Added Shares held: Q3 2025 —, Q4 2025 5.8k, Q1 2026 3.7k, Q2 2026 15.0k
+11.3k
+11,326
306.9%
19
FACTSET RESH SYS INC
COM
FDS
FDS
23,734
$5.6m1.91%
1.91%
Added Shares held: Q3 2025 —, Q4 2025 1.7k, Q1 2026 1.8k, Q2 2026 23.7k
+22.0k
+21,961
1238.6%
20
APPLE INC
COM
AAPL
AAPL
21,695
$5.4m1.83%
1.83%
Added Shares held: Q3 2025 —, Q4 2025 17.3k, Q1 2026 18.0k, Q2 2026 21.7k
+3.7k
+3,696
20.5%
21
SPDR S&P 500 ETF TR
TR UNIT
SPY
SPY
85,329
$5.2m1.77%
1.77%
Added Shares held: Q3 2025 —, Q4 2025 3.4k, Q1 2026 3.2k, Q2 2026 85.3k
+82.1k
+82,100
2542.6%
22
ARM HOLDINGS PLC
SPONSORED ADS
ARM
ARM
10,593
$5.1m1.72%
1.72%
Added Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 1.5k, Q2 2026 10.6k
+9.1k
+9,092
605.7%
23
FIRST SOLAR INC
COM
FSLR
FSLR
242,188
$4.8m1.62%
1.62%
Added Shares held: Q3 2025 —, Q4 2025 7.8k, Q1 2026 8.1k, Q2 2026 242.2k
+234.1k
+234,084
2888.5%
24
EXPEDIA GROUP INC
COM NEW
EXPE
EXPE
30,048
$4.7m1.58%
1.58%
Added Shares held: Q3 2025 —, Q4 2025 14.6k, Q1 2026 15.4k, Q2 2026 30.0k
+14.6k
+14,623
94.8%
25
VANGUARD INDEX FDS
S&P 500 ETF SHS
VOO
VOO
42,320
$4.5m1.54%
1.54%
Added Shares held: Q3 2025 —, Q4 2025 454, Q1 2026 483, Q2 2026 42.3k
+41.8k
+41,837
8661.9%
26
ROBLOX CORP
CL A
RBLX
RBLX
62,073
$4.4m1.48%
1.48%
Added Shares held: Q3 2025 —, Q4 2025 61.6k, Q1 2026 61.6k, Q2 2026 62.1k
+518
+518
0.8%
27
RINGCENTRAL INC
CL A
RNG
RNG
89,114
$4.4m1.48%
1.48%
Added Shares held: Q3 2025 —, Q4 2025 74.9k, Q1 2026 84.2k, Q2 2026 89.1k
+4.9k
+4,945
5.9%
28
UIPATH INC
CL A
PATH
PATH
16,794
$4.3m1.45%
1.45%
Added Shares held: Q3 2025 —, Q4 2025 13.3k, Q1 2026 13.2k, Q2 2026 16.8k
+3.6k
+3,554
26.8%
29
STUBHUB HLDGS INC
CL A
STUB
STUB
235,424
$3.6m1.22%
1.22%
Added Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 149.8k, Q2 2026 235.4k
+85.6k
+85,647
57.2%
30
ISHARES TR
CORE MSCI EURO
IEUR
IEUR
711,411
$3.5m1.18%
1.18%
Added Shares held: Q3 2025 —, Q4 2025 8.3k, Q1 2026 8.3k, Q2 2026 711.4k
+703.1k
+703,068
8427.0%
31
ISHARES TR
CORE S&P500 ETF
IVV
IVV
29,059
$3.5m1.18%
1.18%
Added Shares held: Q3 2025 —, Q4 2025 1.2k, Q1 2026 1.0k, Q2 2026 29.1k
+28.0k
+28,021
2699.5%
32
MARQETA INC
CLASS A COM
CLASS A COM
705,191
$3.3m1.13%
1.13%
Added Shares held: Q3 2025 —, Q4 2025 364.7k, Q1 2026 550.3k, Q2 2026 705.2k
+154.9k
+154,927
28.2%
33
SALESFORCE INC
COM
CRM
CRM
13,760
$3.3m1.11%
1.11%
Added Shares held: Q3 2025 —, Q4 2025 6.5k, Q1 2026 7.8k, Q2 2026 13.8k
+6.0k
+5,998
77.3%
34
ZOOM COMMUNICATIONS INC
CL A
ZM
ZM
18,217
$2.8m0.94%
0.94%
Added Shares held: Q3 2025 —, Q4 2025 4.3k, Q1 2026 4.3k, Q2 2026 18.2k
+13.9k
+13,938
325.7%
35
REDDIT INC
CL A
RDDT
RDDT
24,628
$2.7m0.93%
0.93%
Added Shares held: Q3 2025 —, Q4 2025 4.3k, Q1 2026 7.5k, Q2 2026 24.6k
+17.1k
+17,093
226.8%
36
BLEND LABS INC
CL A
BLND
BLND
276,263
$2.5m0.84%
0.84%
Reduced Shares held: Q3 2025 —, Q4 2025 193.8k, Q1 2026 297.1k, Q2 2026 276.3k
-20.8k
-20,808
-7.0%
37
BROADCOM INC
COM
AVGO
AVGO
5,860
$2.4m0.80%
0.80%
Added Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 2.3k, Q2 2026 5.9k
+3.6k
+3,563
155.1%
38
OKTA INC
CL A
OKTA
OKTA
13,491
$2.3m0.79%
0.79%
Added Shares held: Q3 2025 —, Q4 2025 8.7k, Q1 2026 12.9k, Q2 2026 13.5k
+579
+579
4.5%
39
PINTEREST INC
CL A
PINS
PINS
45,534
$2.3m0.79%
0.79%
Added Shares held: Q3 2025 —, Q4 2025 26.5k, Q1 2026 39.4k, Q2 2026 45.5k
+6.2k
+6,156
15.6%
40
INTUIT
COM
INTU
INTU
46,900
$2.2m0.75%
0.75%
Added Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 1.9k, Q2 2026 46.9k
+45.0k
+45,016
2389.4%
41
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
TSM
TSM
277,101
$2.2m0.73%
0.73%
Added Shares held: Q3 2025 —, Q4 2025 3.5k, Q1 2026 3.8k, Q2 2026 277.1k
+273.3k
+273,341
7269.7%
42
ETSY INC
COM
ETSY
ETSY
20,663
$2.1m0.71%
0.71%
Reduced Shares held: Q3 2025 —, Q4 2025 23.1k, Q1 2026 22.9k, Q2 2026 20.7k
-2.2k
-2,247
-9.8%
43
EXXON MOBIL CORP
COM
XOM
XOM
7,329
$1.7m0.59%
0.59%
Added Shares held: Q3 2025 —, Q4 2025 2.1k, Q1 2026 1.6k, Q2 2026 7.3k
+5.7k
+5,736
360.1%
44
INVESCO QQQ TR
UNIT SER 1
QQQ
QQQ
10,044
$1.6m0.56%
0.56%
Added Shares held: Q3 2025 —, Q4 2025 889, Q1 2026 986, Q2 2026 10.0k
+9.1k
+9,058
918.7%
45
BOOKING HOLDINGS INC
COM
BKNG
BKNG
11,572
$1.6m0.53%
0.53%
Added Shares held: Q3 2025 —, Q4 2025 4.5k, Q1 2026 5.4k, Q2 2026 11.6k
+6.1k
+6,147
113.3%
46
DUOLINGO INC
CL A COM
DUOL
DUOL
19,829
$1.5m0.51%
0.51%
Added Shares held: Q3 2025 —, Q4 2025 1.3k, Q1 2026 6.9k, Q2 2026 19.8k
+12.9k
+12,946
188.1%
47
NETFLIX INC
COM
NFLX
NFLX
17,616
$1.2m0.41%
0.41%
Added Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 9.5k, Q2 2026 17.6k
+8.1k
+8,106
85.2%
48
SENTINELONE INC
CL A
S
S
99,396
$1.1m0.39%
0.39%
Added Shares held: Q3 2025 —, Q4 2025 24.3k, Q1 2026 42.2k, Q2 2026 99.4k
+57.1k
+57,148
135.3%
49
PALO ALTO NETWORKS INC
COM
PANW
PANW
2,868
$1.1m0.36%
0.36%
New Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 2.9k
50
SCHWAB STRATEGIC TR
INTL EQTY ETF
SCHF
SCHF
15,909
$947.1k0.32%
0.32%
Added Shares held: Q3 2025 —, Q4 2025 12.6k, Q1 2026 9.5k, Q2 2026 15.9k
+6.4k
+6,410
67.5%
51
META PLATFORMS INC
CL A
META
META
2,564
$813.0k0.28%
0.28%
Added Shares held: Q3 2025 —, Q4 2025 1.5k, Q1 2026 1.2k, Q2 2026 2.6k
+1.4k
+1,375
115.6%
52
LYFT INC
CL A COM
LYFT
LYFT
18,992
$775.9k0.26%
0.26%
Reduced Shares held: Q3 2025 —, Q4 2025 28.9k, Q1 2026 28.9k, Q2 2026 19.0k
-9.9k
-9,881
-34.2%
53
MERCADOLIBRE INC
COM
MELI
MELI
1,146
$765.6k0.26%
0.26%
Added Shares held: Q3 2025 —, Q4 2025 325, Q1 2026 325, Q2 2026 1.1k
+821
+821
252.6%
54
HARROW INC
COM
HROW
HROW
23,300
$587.3k0.20%
0.20%
Added Shares held: Q3 2025 —, Q4 2025 12.9k, Q1 2026 16.3k, Q2 2026 23.3k
+7.0k
+6,958
42.6%
55
DATADOG INC
CL A COM
DDOG
DDOG
18,347
$469.8k0.16%
0.16%
New Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 18.3k
56
AMPLITUDE INC
COM CL A
AMPL
AMPL
58,897
$450.1k0.15%
0.15%
New Shares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 58.9k