 AMAZON COM INCAMZN |
| 16.34% | 14.1% | $551.7M | 2.3M | $292.2M | 1.4M | +911,681+64.98% | Add |
 IREN LTDIREN |
| 10.59% | 11.1% | $357.5M | 7.8M | $230.1M | 6.7M | +1.1M+16.44% | Add |
 ROBINHOOD MKTS INCHOOD |
| 6.41% | 0.29% | $216.3M | 2.2M | $6.0M | 87,210 | +2.1M+2,372.83% | Add |
 MICRON TECHNOLOGY INCMU |
| 6.27% | 6.1% | $211.6M | 183,294 | $126.4M | 374,029 | -190,735-50.99% | Reduce |
| SSANDISK CORP COMSNDK |
| 5.78% | — | $195.0M | 85,743 | $0 | 0 | +85,743 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.89% | 5.65% | $165.1M | 345,721 | $117.0M | 346,279 | -558-0.16% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 4.45% | — | $150.2M | 504,075 | $0 | 0 | +504,075 | New Buy |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 3.58% | 4.09% | $120.8M | 3.9M | $84.9M | 2.5M | +1.4M+57.28% | Add |
| NNAVAN INCNAVN |
| 3.53% | 0.15% | $119.2M | 5.2M | $3.0M | 229,803 | +5.0M+2,167.46% | Add |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 3.45% | — | $116.4M | 349,195 | $0 | 0 | +349,195 | New Buy |
 OSCAR HEALTH INCOSCR |
| 2.89% | 3.5% | $97.5M | 3.4M | $72.5M | 6.3M | -2.9M-45.93% | Reduce |
| HHINGE HEALTH INCHNGE |
| 2.84% | 4.3% | $95.9M | 1.2M | $89.1M | 2.3M | -1.2M-49.99% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 2.68% | 2.67% | $90.6M | 1.4M | $55.3M | 940,345 | +499,639+53.13% | Add |
 COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS |
| 2.66% | 0.93% | $89.8M | 6.3M | $19.3M | 3.5M | +2.9M+81.85% | Add |
 INTEL CORPINTC |
| 2.5% | 3.19% | $84.2M | 603,184 | $66.1M | 1.5M | -893,710-59.70% | Reduce |
 CIENA CORPCIEN |
| 2.45% | — | $82.8M | 168,866 | $0 | 0 | +168,866 | New Buy |
| TTERAWULF INC COMWULF |
| 2.06% | 1.71% | $69.4M | 2.8M | $35.4M | 2.5M | +354,633+14.45% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 1.82% | 1.32% | $61.3M | 4.6M | $27.3M | 3.4M | +1.2M+35.98% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.53% | 4.13% | $51.7M | 258,566 | $85.6M | 490,996 | -232,430-47.34% | Reduce |
| HHYPERLIQUID STRATEGIES IPURR |
| 1.33% | 0.02% | $44.9M | 5.7M | $407,200 | 80,000 | +5.6M+7,029.43% | Add |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 1.3% | — | $44.0M | 7.7M | $0 | 0 | +7.7M | New Buy |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.82% | 0.8% | $27.6M | 373,296 | $16.7M | 205,972 | +167,324+81.24% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 0.8% | 0.12% | $27.0M | 331,200 | $2.4M | 52,197 | +279,003+534.52% | Add |
| SSTRATEGY INCMSTR |
| 0.76% | 3.23% | $25.5M | 293,800 | $66.9M | 535,984 | -242,184-45.18% | Reduce |
 ALBEMARLE CORPALB |
| 0.58% | 0.83% | $19.6M | 144,922 | $17.2M | 95,571 | +49,351+51.64% | Add |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.54% | 0.11% | $18.2M | 290,165 | $2.3M | 23,711 | +266,454+1,123.76% | Add |
| GGALAXY DIGITAL INC.GLXY |
| 0.49% | 0.21% | $16.6M | 608,383 | $4.3M | 230,802 | +377,581+163.60% | Add |
| CCIPHER DIGITAL INCCIFR |
| 0.46% | 0.37% | $15.6M | 637,384 | $7.7M | 597,819 | +39,565+6.62% | Add |
| HHUT 8 CORPHUT |
| 0.46% | 4.28% | $15.5M | 134,041 | $88.7M | 1.9M | -1.8M-92.91% | Reduce |
 REDDIT INC CL ARDDT |
| 0.45% | 0.01% | $15.2M | 87,741 | $161,715 | 1,201 | +86,540+7,205.66% | Add |
| CCORE SCIENTIFIC INC NEWCORZ |
| 0.44% | — | $14.8M | 578,091 | $0 | 0 | +578,091 | New Buy |
| AAPPLIED DIGITAL CORPAPLD |
| 0.43% | 0.45% | $14.4M | 386,458 | $9.4M | 396,082 | -9,624-2.43% | Reduce |
| SSEMTECH CORPSMTC |
| 0.36% | — | $12.1M | 75,000 | $0 | 0 | +75,000 | New Buy |
 IDEAYA BIOSCIENCES INCIDYA |
| 0.34% | — | $11.6M | 311,333 | $0 | 0 | +311,333 | New Buy |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 0.33% | 0.23% | $11.3M | 711,354 | $4.9M | 561,392 | +149,962+26.71% | Add |
 ALPHABET INCGOOGL |
| 0.28% | 6.66% | $9.5M | 26,595 | $138.0M | 479,830 | -453,235-94.46% | Reduce |
 COINBASE GLOBALCOIN |
| 0.27% | 0.37% | $9.1M | 62,426 | $7.7M | 44,189 | +18,237+41.27% | Add |
 MICROSOFT CORPMSFT |
| 0.21% | 0.69% | $7.1M | 19,000 | $14.2M | 38,459 | -19,459-50.60% | Reduce |
| RRIOT PLATFORMS INCRIOT |
| 0.19% | 0.49% | $6.5M | 237,270 | $10.1M | 813,835 | -576,565-70.85% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.18% | 1.66% | $6.1M | 20,121 | $34.4M | 254,089 | -233,968-92.08% | Reduce |
 BROADCOM INCAVGO |
| 0.18% | 0.05% | $6.0M | 16,000 | $977,123 | 3,157 | +12,843+406.81% | Add |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 0.18% | 0.25% | $6.0M | 128,131 | $5.2M | 277,511 | -149,380-53.83% | Reduce |
| HHIVE DIGITAL TECHNOLOGIES LTD COM NHIVE |
| 0.15% | — | $5.1M | 1.4M | $0 | 0 | +1.4M | New Buy |
 CISCO SYS INCCSCO |
| 0.14% | — | $4.8M | 41,009 | $0 | 0 | +41,009 | New Buy |
| EEIGHTCO HLDGS INC EQUITYORBS |
| 0.11% | — | $3.6M | 5.2M | $0 | 0 | +5.2M | New Buy |
| UUXIN LTDUXIN |
| 0.1% | — | $3.3M | 2.1M | $0 | 0 | +2.1M | New Buy |
 CANADIAN SOLAR INC COMCSIQ |
| 0.09% | — | $3.1M | 191,986 | $0 | 0 | +191,986 | New Buy |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 0.09% | 0.02% | $3.1M | 91,391 | $377,100 | 18,000 | +73,391+407.73% | Add |
| KKASPI KZ JSCKSPI |
| 0.08% | 0.56% | $2.6M | 30,112 | $11.6M | 156,848 | -126,736-80.80% | Reduce |
| CCLEANSPARK INCCLSK |
| 0.07% | — | $2.5M | 172,817 | $0 | 0 | +172,817 | New Buy |
