SAGAX Holdings List

As of Dec 31, 2024

No.	Symbol	Name	% Weight	Shares
1	TSLA	Tesla, Inc.	9.87%	132,050
2	NVDA	NVIDIA Corporation	8.45%	340,150
3	SHOP	Shopify Inc.	6.73%	341,800
4	AXON	Axon Enterprise, Inc.	6.43%	58,500
5	TTD	The Trade Desk, Inc.	6.28%	288,500
6	MELI	MercadoLibre, Inc.	6.06%	19,250
7	AMZN	Amazon.com, Inc.	5.51%	135,800
8	META	Meta Platforms, Inc.	4.22%	38,900
9	NOW	ServiceNow, Inc.	4.09%	20,850
10	NFLX	Netflix, Inc.	3.42%	20,750
11	EXAS	Exact Sciences Corporation	2.88%	277,050
12	UBER	Uber Technologies, Inc.	2.79%	250,000
13	ELF	e.l.f. Beauty, Inc.	2.72%	117,150
14	CRWD	CrowdStrike Holdings, Inc.	2.57%	40,600
15	AMD	Advanced Micro Devices, Inc.	2.57%	115,000
16	NTRA	Natera, Inc.	2.36%	80,550
17	PANW	Palo Alto Networks, Inc.	2.02%	60,000
18	Z	Zillow Group, Inc.	1.93%	140,750
19	SPOT	Spotify Technology S.A.	1.84%	22,200
20	TOST	Toast, Inc.	1.82%	269,600
21	ONON	On Holding AG	1.75%	172,450
22	WING	Wingstop Inc.	1.60%	30,450
23	VEEV	Veeva Systems Inc.	1.49%	38,350
24	SNOW	Snowflake Inc.	1.33%	46,600
25	CDNS	Cadence Design Systems, Inc.	1.28%	23,000
26	ABNB	Airbnb, Inc.	1.09%	45,000
27	DXCM	DexCom, Inc.	1.04%	72,500
28	ARM	Arm Holdings plc	0.99%	43,200
29	HUBS	HubSpot, Inc.	0.86%	6,700
30	PWR	Quanta Services, Inc.	0.79%	13,500
31	RGEN	Repligen Corporation	0.61%	23,000
32	CWAN	Clearwater Analytics Holdings, Inc.	0.52%	101,500
33	ARES	Ares Management Corporation	0.51%	15,680
34	IOT	Samsara Inc.	0.49%	61,200
35	SYM	Symbotic Inc.	0.40%	90,050

As of Dec 31, 2024

Asset Allocation

Asset Class	% Weight
Stocks	99.56%
Cash	0.44%