| Issuer | % book | Value | Conviction | Business |
|---|---|---|---|---|
| $BETA · BETA TECHNOLOGIES INC | 9.4% | $331,577,406 | Med | Electric aircraft (eVTOL) developer |
| $IONQ · IONQ INC | 0.0% | $299,328 | Med | Trapped-ion quantum computing company |
| Issuer | % book | Δ shares | Conviction | Business |
|---|---|---|---|---|
| none | ||||
| Issuer | % book | Business |
|---|---|---|
| $RIVN · RIVIAN AUTOMOTIVE INC | 88.6% | Electric trucks and delivery vans |
| $BETA · BETA TECHNOLOGIES INC | 9.4% | Electric aircraft (eVTOL) developer |
| $ALAB · ASTERA LABS INC | 1.3% | Connectivity semiconductors for AI data centers |
| $MRVL · MARVELL TECHNOLOGY INC | 0.5% | Data-infrastructure and networking semiconductors |
| $NAUT · NAUTILUS BIOTECHNOLOGY INC | 0.1% | Single-molecule proteome analysis platform developer |
| $IONQ · IONQ INC | 0.0% | Trapped-ion quantum computing company |
Generated 2026-07-02 · Alpha-Investor tracker