GAVIN BAKER PORTFOLIO UPDATE This is what Gavin Baker's public stock portfolio looked like as of the end of Q2 - SpaceX $SPCX: 27,332,943 shares, $4.67B - Micron $MU: 711,364 shares, $821.1M - Meta Platforms $META: 402,770 shares, $226.9M - Cerebras $CBRS: 3,110,086 shares, $687.3M - Astera Labs $ALAB: 1,216,795 shares, $587.7M - Ciena $CIEN: 688,521 shares, $337.8M - Credo $CRDO: 1,129,285 shares, $307.1M - Palo Alto $PANW: 876,954 shares, $299.1M - Unity $U: 10,245,819 shares, $292.8M - Coherent $COHR: 642,101 shares, $253.3M - NVIDIA $NVDA: 1,249,291 shares, $250.0M - Amazon $AMZN: 969,629 shares, $231.1M - CoreWeave $CRWV: 2,124,845 shares, $211.5M - Google $GOOGL: 488,296 shares, $174.5M - Twilio $TWLO: 720,338 shares, $148.6M - Amphenol $APH: 640,069 shares, $112.9M - Akamai $AKAM: 910,583 shares, $107.6M - Affirm $AFRM: 1,273,050 shares, $103.8M - GitLab $GTLB: 3,373,169 shares, $103.0M - Intel $INTC: 663,802 shares, $92.7M - Semtech $SMTC: 551,214 shares, $89.2M - Cipher Digital $CIFR: 3,586,409 shares, $87.9M - Tesla $TSLA: 204,275 shares, $85.9M - Dick's Sporting Goods $DKS: 375,118 shares, $85.1M - Wayfair $W: 843,860 shares, $78.0M - Ambiq Micro $AMBQ: 877,123 shares, $77.4M - Samsara $IOT: 2,308,649 shares, $74.9M - ACV Auctions $ACVA: 9,903,239 shares, $71.2M - Compass $COMP: 5,658,421 shares, $69.8M - Wix $WIX: 1,458,458 shares, $66.2M - Mastercard $MA: 93,629 shares, $48.1M - PDF Solutions $PDFS: 658,536 shares, $46.6M - ServiceTitan $TTAN: 542,092 shares, $38.3M - Ferguson Enterprises $FERG: 147,759 shares, $35.1M - Nokia $NOK: 2,524,974 shares, $33.5M - Rogers Corp $ROG: 189,311 shares, $31.0M - Natera $NTRA: 104,385 shares, $28.3M - Warby Parker $WRBY: 698,903 shares, $21.2M - Veeco Instruments $VECO: 237,919 shares, $18.0M - Nebius $NBIS: 64,125 shares, $17.7M - INNIO: 348,696 shares, $13.8M - EquipmentShare $EQSH: 217,131 shares, $4.3M - Taboola $TBLA: 835,026 shares, $4.2M - Quantinuum $QNT: 39,853 shares, $3.3M - Fervo Energy: 9,959 shares, $0.3M - BitGo $BTGO: 29,611 shares, $0.15M Options contracts: - Invesco QQQ Trust put options $QQQ: 3,200,000 contracts, $2.36B - Meta Platforms call options $META: 1,200,000 contracts, $675.9M - Cerebras Systems call options $CBRS: 700,000 contracts, $154.7M