Instuitional Investor - Freemont Management S.a.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	188,600	$32,891,840	4.98%
2.	Arista Networks Inc.	ANET	255,700	$31,394,846	4.75%
3.	Alphabet Inc.	GOOGL	86,700	$24,931,452	3.77%
4.	Toast Inc.CALL	TOST	750,000	$19,882,500	3.01%
5.	Take Two Interactive Software IncCALL	TTWO	95,000	$18,762,500	2.84%