| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| CMEhist | CME GROUP INC | 25.63 | Buy | 3,484,020 | $295.35 | $1.03B |
| PLhist | PLANET LABS PBC | 24.53 | Add 10.00% | 35,248,893 | $27.95 | $985.21M |
| ASTShist | AST SPACEMOBILE INC | 18.46 | — | 8,943,486 | $82.87 | $741.15M |
| RVMDhist | REVOLUTION MEDICINES INC | 7.97 | Reduce 2.00% | 3,292,525 | $97.25 | $320.20M |
| ARMhist | ARM HOLDINGS PLC | 7.39 | — | 1,960,784 | $151.28 | $296.63M |
| FRSHhist | FRESHWORKS INC | 3.24 | — | 16,206,643 | $8.03 | $130.14M |
| PATHhist | UIPATH INC | 1.94 | — | 7,034,337 | $11.10 | $78.08M |
| TEMhist | TEMPUS AI INC | 1.75 | — | 1,551,102 | $45.22 | $70.14M |
| PAYPhist | PAYPAY CORP | 1.66 | Buy | 3,125,000 | $21.34 | $66.69M |
| GTLBhist | GITLAB INC | 1.47 | — | 2,724,712 | $21.64 | $58.96M |
| PRMEhist | PRIME MEDICINE INC | 1.44 | — | 16,562,498 | $3.48 | $57.64M |
| LIFEhist | ETHOS TECHNOLOGIES INC | 1.05 | Buy | 3,770,156 | $11.17 | $42.11M |
| MAZEhist | MAZE THERAPEUTICS INC | 1.03 | — | 1,388,583 | $29.85 | $41.45M |
| BBOThist | BRIDGEBIO ONCOLOGY THERAPEUT | 0.63 | — | 2,823,126 | $8.95 | $25.27M |
| RLAYhist | RELAY THERAPEUTICS INC | 0.39 | — | 1,564,173 | $9.95 | $15.56M |
| GLUEhist | MONTE ROSA THERAPEUTICS INC | 0.28 | Reduce 8.00% | 684,275 | $16.45 | $11.26M |
| VERAhist | VERA THERAPEUTICS INC | 0.24 | — | 241,264 | $40.23 | $9.71M |
| SANAhist | SANA BIOTECHNOLOGY INC | 0.20 | — | 2,812,500 | $2.88 | $8.10M |
| BEAMhist | BEAM THERAPEUTICS INC | 0.19 | — | 321,604 | $23.83 | $7.66M |
| LYELhist | LYELL IMMUNOPHARMA INC | 0.15 | — | 293,256 | $20.06 | $5.88M |
| OSCRhist | OSCAR HEALTH INC | 0.14 | — | 481,988 | $11.47 | $5.53M |
| FIGhist | FIGMA INC | 0.11 | — | 215,582 | $21.14 | $4.56M |
| SPROhist | SPERO THERAPEUTICS INC | 0.05 | — | 889,979 | $2.34 | $2.08M |
| HYPRhist | HYPERFINE INC | 0.02 | — | 898,720 | $1.08 | $971K |
| AUTLhist | AUTOLUS THERAPEUTICS PLC | 0.02 | — | 698,262 | $1.38 | $964K |
| TNYAhist | TENAYA THERAPEUTICS INC | 0.02 | — | 915,705 | $0.69 | $632K |
| DXCMhist | DEXCOM INC | 0.00 | Sell | 0 | — | $0 |
| WGShist | GENEDX HOLDINGS CORP | 0.00 | Sell | 0 | — | $0 |
| EXKhist | EXACT SCIENCES CORP | 0.00 | Sell | 0 | — | $0 |
| QNCXhist | QUINCE THERAPEUTICS INC | 0.00 | Sell | 0 | — | $0 |
| FULChist | FULCRUM THERAPEUTICS INC | 0.00 | Sell | 0 | — | $0 |
| RGENhist | REPLIGEN CORP | 0.00 | Sell | 0 | — | $0 |