13F value (AUM)
$31.9B
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 65.6% | $20.9B | 122.5M | — |
| DASH | DOORDASH INC | 18.3% | $5.8B | 31.6M | -5.7% |
| CART | MAPLEBEAR INC | 4.1% | $1.3B | 27.9M | -9.0% |
| — | KLARNA GROUP PLC | 3.5% | $1.1B | 55.0M | — |
| U | UNITY SOFTWARE INC | 2.9% | $909.6M | 31.8M | -6.8% |
| PDD | PDD HOLDINGS INC | 2.1% | $674.4M | 8.8M | +29.1% |
| FIG | FIGMA INC | 1.5% | $483.5M | 26.7M | -4.3% |
| BBIO | BRIDGEBIO PHARMA INC | 0.4% | $138.6M | 1.9M | +0.1% |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.3% | $106.0M | 13.1M | +6.0% |
| XYZ | BLOCK INC | 0.2% | $75.3M | 990.8K | -6.2% |
| ABNB | AIRBNB INC | 0.2% | $73.1M | 510.7K | -1.4% |
| AUR | AURORA INNOVATION INC | 0.2% | $60.1M | 8.8M | -26.5% |
| — | UNITY SOFTWARE INC | 0.2% | $60.0M | 60.0M | — |
| BEKE | KE HLDGS INC | 0.1% | $31.9M | 2.2M | +10.3% |
| CHYM | CHIME FINL INC | 0.1% | $29.7M | 1.4M | +7.8% |
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | SPCX | SPACE EXPLORATION TECHN CORP | — | 122.5M | — | +$20.9B |