SAGAX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	9.15%	315,000
2	AXON	Axon Enterprise, Inc.	7.80%	51,200
3	MELI	MercadoLibre, Inc.	7.31%	15,200
4	TSLA	Tesla, Inc.	7.26%	124,300
5	SHOP	Shopify Inc.	6.03%	284,400
6	META	Meta Platforms, Inc.	5.04%	37,150
7	AMZN	Amazon.com, Inc.	4.84%	120,000
8	NFLX	Netflix, Inc.	4.08%	16,550
9	TTD	The Trade Desk, Inc.	3.81%	287,700
10	UBER	Uber Technologies, Inc.	3.43%	200,000
11	NOW	ServiceNow, Inc.	3.26%	17,250
12	CRWD	CrowdStrike Holdings, Inc.	2.90%	31,000
13	SPOT	Spotify Technology S.A.	2.85%	20,165
14	TOST	Toast, Inc.	2.20%	269,600
15	NTRA	Natera, Inc.	2.08%	67,050
16	VEEV	Veeva Systems Inc.	2.03%	38,350
17	ELF	e.l.f. Beauty, Inc.	2.01%	88,000
18	PANW	Palo Alto Networks, Inc.	1.98%	52,500
19	EXAS	Exact Sciences Corporation	1.95%	200,000
20	DXCM	DexCom, Inc.	1.95%	121,700
21	SNOW	Snowflake Inc.	1.92%	46,600
22	WING	Wingstop Inc.	1.86%	30,000
23	ONON	On Holding AG	1.57%	164,000
24	Z	Zillow Group, Inc.	1.55%	120,000
25	ARM	Arm Holdings plc	1.28%	43,200

As of Jun 30, 2025

Showing 25 of 37 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	100.19%
Cash	-0.19%