Quarterly holdings review

Holdwise · Investor holdings as of 2026-06-30

Holdings as of 2026-06-30. These are delayed quarter-end disclosures.

Top Consensus

1. AMZN · AMAZON COM INC

   9/16 holding · new 0 · Consensus 43.7 · SEC filing

2. TSM · TAIWAN SEMICONDUCTOR MANUFAC

   9/16 holding · new 1 · Consensus 40.9 · SEC filing

3. GOOGL · ALPHABET INC

   9/16 holding · new 1 · Consensus 40.8 · SEC filing

4. V · VISA INC

   8/16 holding · new 1 · Consensus 35.0 · SEC filing

5. META · META PLATFORMS INC

   7/16 holding · new 0 · Consensus 31.2 · SEC filing

Rising

1. SPCX · SPACE EXPLORATION TECHN CORP

   5/16 holding · new 5 · Rising 21.4 · Consensus 19.3 · SEC filing

2. HUT · Hut 8 Corp

   4/16 holding · new 2 · Rising 19.1 · Consensus 16.4 · SEC filing

3. INTC · INTEL CORP

   3/16 holding · new 2 · Rising 15.8 · Consensus 12.9 · SEC filing

4. LIN · Linde Plc

   3/16 holding · new 1 · Rising 15.6 · Consensus 12.4 · SEC filing

5. CBRS · CEREBRAS SYSTEMS INC

   3/16 holding · new 3 · Rising 13.8 · Consensus 12.0 · SEC filing

New Picks

1. SPCX · SPACE EXPLORATION TECHN CORP

   5/16 holding · new 5 · Consensus 19.3 · SEC filing

2. CBRS · CEREBRAS SYSTEMS INC

   3/16 holding · new 3 · Consensus 12.0 · SEC filing

3. AMD · ADVANCED MICRO DEVICES INC

   5/16 holding · new 3 · Consensus 18.8 · SEC filing

4. NBIS · NEBIUS GROUP N.V.

   2/16 holding · new 2 · Consensus 9.0 · SEC filing

5. STX · Seagate Technology Hldngs Pl

   3/16 holding · new 2 · Consensus 13.3 · SEC filing

Disclosures are delayed and partial. This is not personalized investment advice, live holdings or a transaction date.

Methodology and limitations