Instuitional Investor - Point Break Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	67,799	$13,565,902	14.79%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	22,513	$10,751,533	11.72%
3.	A S M L Holding N V	ASML	4,311	$8,576,476	9.35%
4.	Meta Platforms Inc.	META	14,282	$8,044,908	8.77%
5.	Amazon Com Inc	AMZN	32,607	$7,771,552	8.47%