 TESLA INCTSLA |
| 12.47% | 11.77% | $270.5M | 643,163 | $207.9M | 559,134 | +84,029+15.03% | Add |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 11.96% | 12.48% | $259.6M | 2.6M | $220.4M | 1.9M | +675,631+35.90% | Add |
 INTEL CORPINTC |
| 11.41% | — | $247.6M | 1.8M | $0 | 0 | +1.8M | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 6.78% | — | $147.1M | 860,709 | $0 | 0 | +860,709 | New Buy |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 6.38% | — | $138.4M | 6.9M | $0 | 0 | +6.9M | New Buy |
 NVIDIA CORPORATIONNVDA |
| 5.74% | — | $124.5M | 622,243 | $0 | 0 | +622,243 | New Buy |
 KEURIG DR PEPPER INC COMKDP |
| 4.92% | 4.16% | $106.8M | 3.3M | $73.4M | 2.8M | +474,585+17.02% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.87% | 0.37% | $105.6M | 221,093 | $6.6M | 19,435 | +201,658+1,037.60% | Add |
 ASML HLDG NVASML |
| 4.84% | — | $105.1M | 52,827 | $0 | 0 | +52,827 | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.7% | — | $102.0M | 236,463 | $0 | 0 | +236,463 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 4.62% | — | $100.2M | 172,552 | $0 | 0 | +172,552 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 2.88% | — | $62.5M | 54,113 | $0 | 0 | +54,113 | New Buy |
| BBEAM THERAPEUTICS INCBEAM |
| 2.55% | 0.72% | $55.4M | 1.6M | $12.7M | 533,443 | +1.1M+202.66% | Add |
| BBAIDU INCBIDU |
| 1.81% | 1.45% | $39.2M | 343,344 | $25.6M | 230,190 | +113,154+49.16% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 1.75% | 1.28% | $38.0M | 396,320 | $22.6M | 179,941 | +216,379+120.25% | Add |
| IINTELLIA THERAPEUTICS INCNTLA |
| 1.52% | 1.39% | $33.1M | 2.0M | $24.5M | 1.9M | +43,389+2.27% | Add |
| TTEMPUS AI INCTEM |
| 1.48% | — | $32.1M | 554,750 | $0 | 0 | +554,750 | New Buy |
 FOX CORPFOXA |
| 1.26% | — | $27.3M | 582,585 | $0 | 0 | +582,585 | New Buy |
 ROBLOX CORP CL ARBLX |
| 1.01% | — | $22.0M | 404,316 | $0 | 0 | +404,316 | New Buy |
 COINBASE GLOBALCOIN |
| 0.9% | 1.35% | $19.5M | 133,503 | $23.8M | 136,263 | -2,760-2.03% | Reduce |
 OKTA INC CLASS AOKTA |
| 0.82% | — | $17.8M | 130,607 | $0 | 0 | +130,607 | New Buy |
 META PLATFORMS INCMETA |
| 0.77% | — | $16.8M | 29,797 | $0 | 0 | +29,797 | New Buy |
 NOVO-NORDISK A SNVO |
| 0.72% | 0.47% | $15.7M | 327,154 | $8.3M | 226,951 | +100,203+44.15% | Add |
 ZOOM COMMUNICATIONS INCZM |
| 0.64% | — | $14.0M | 161,720 | $0 | 0 | +161,720 | New Buy |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.62% | 0.96% | $13.5M | 216,104 | $16.9M | 177,067 | +39,037+22.05% | Add |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 0.59% | 9.35% | $12.8M | 206,521 | $165.1M | 2.8M | -2.6M-92.69% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.51% | — | $11.0M | 96,214 | $0 | 0 | +96,214 | New Buy |
| PPARAMOUNT SKYDANCE CORPPSKY |
| 0.45% | 4.05% | $9.7M | 986,733 | $71.5M | 7.9M | -6.9M-87.55% | Reduce |
 ALPHABET INCGOOGL |
| 0.38% | 4.9% | $8.3M | 23,128 | $86.4M | 300,603 | -277,475-92.31% | Reduce |
 CONSTELLATION BRANDS INCSTZ |
| 0.36% | 1.61% | $7.8M | 56,151 | $28.4M | 189,372 | -133,221-70.35% | Reduce |
| WWw International IncWW |
| 0.23% | 0.24% | $4.9M | 307,168 | $4.2M | 307,168 | 00.00% | Unchanged |
 NIKE INCNKE |
| 0.06% | — | $1.3M | 32,865 | $0 | 0 | +32,865 | New Buy |
 ORACLE CORPORCL |
| <0.01% | 0.58% | $27,258 | 186 | $10.2M | 69,189 | -69,003-99.73% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| <0.01% | — | $6,225 | 138 | $0 | 0 | +138 | New Buy |
