| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| OKLO | Oklo Inc. | Chief Financial Officer | Jul 7, 2021 | |||
| CCIX, CCIXU | Churchill Capital Corp IX/Cayman | Chief Financial Officer | May 1, 2024 | |||
| CCCX | Churchill Capital Corp X/Cayman | Chief Financial Officer | May 13, 2025 |