| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| $SPCX · SPACE EXPLORATION TECHN CORP | 49.2% | $2,901,433,460 | -13% | High | | NASDAQSerenityBitget → |
| $AMD · ADVANCED MICRO DEVICES INC | 1.1% | $64,771,465 | -3% | Med | Advanced Micro Devices (AMD) designs microprocessors, graphics processors, and adaptive/data-center chips for computing, gaming, and AI applications. | NASDAQS&PCitriniSerenityBitget → |
| $CIEN · CIENA CORP | 0.7% | $43,659,840 | -27% | Med | Designs and sells optical and packet networking systems, software, and services used by carriers and cloud providers to build and scale high-capacity communications networks. | S&PCitriniBitget → |
| $CPNG · COUPANG INC | 0.6% | $36,272,034 | -15% | Med | Operates South Korea's largest e-commerce platform, offering online retail with fast delivery, plus grocery, food-delivery, streaming, and fintech services. | Bitget → |
| $NET · CLOUDFLARE INC | 0.4% | $24,724,224 | +29% | Med | Operates a global cloud platform providing content delivery, DDoS protection, web security, zero-trust networking, and edge-computing services to websites and applications. | CitriniSerenityBitget → |
| $MPWR · MONOLITHIC PWR SYS INC | 0.4% | $25,297,188 | -10% | Med | Monolithic Power Systems designs high-performance analog and mixed-signal power-management semiconductors and integrated circuits used in computing, automotive, industrial, communications, and consumer electronics. | NASDAQS&PCitrini |
| Issuer | % book | Since entry | Business | Tags |
|---|
| $SPCX · SPACE EXPLORATION TECHN CORP | 49.2% | -13% Q2 '26 | | NASDAQSerenityBitget → |
| $NVDA · NVIDIA CORPORATION | 8.1% | +414% Q2 '23 | NVIDIA designs graphics processing units (GPUs), AI accelerators, and computing platforms used for artificial intelligence, data centers, gaming, professional visualization, and automotive systems. | NASDAQS&PCitriniSerenityBitget → |
| $GOOGL · ALPHABET INC | 6.8% | +12% Q4 '25 | Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses. | NASDAQS&PCitriniSerenityBitget → |
| $AMZN · AMAZON COM INC | 4.4% | +51% ≥Q2 '21 | Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices. | NASDAQS&PSerenityBitget → |
| $MSFT · MICROSOFT CORP | 4.0% | +8% Q2 '25 | Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings. | NASDAQS&PSerenityBitget → |
| $ASML · ASML HLDG NV | 3.6% | +71% Q3 '25 | ASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips. | NASDAQSerenityBitget → |
| $AVGO · BROADCOM INC | 3.1% | +49% Q4 '24 | Broadcom designs semiconductors for networking, broadband, wireless, and storage markets and provides enterprise infrastructure software, including VMware. | NASDAQS&PSerenityBitget → |
| $SNDK · SANDISK CORP | 2.9% | +120% Q1 '26 | SanDisk designs and produces flash memory storage products, including solid-state drives, memory cards, and USB drives for consumer and enterprise use. | NASDAQS&PCitriniSerenityBitget → |
| $SE · SEA LTD | 2.9% | -8% Q4 '24 | Southeast Asia gaming, e-commerce and fintech (Shopee) | |
| $TSLA · TESLA INC | 2.2% | -19% Q4 '25 | Tesla designs, manufactures and sells electric vehicles along with energy generation and storage products, and develops related software, charging and autonomous-driving technology. | NASDAQS&PCitriniSerenityBitget → |