 ALPHABET INCGOOGL |
| 9.06% | 6.81% | $127.8M | 357,490 | $48.0M | 166,800 | +190,690+114.32% | Add |
 BROADCOM INCAVGO |
| 6.61% | 5.49% | $93.2M | 246,700 | $38.7M | 124,960 | +121,740+97.42% | Add |
 ARISTA NETWORKS INCANET |
| 6.12% | 4.48% | $86.3M | 508,210 | $31.5M | 256,905 | +251,305+97.82% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.93% | 4% | $83.7M | 175,220 | $28.2M | 83,310 | +91,910+110.32% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.44% | 7.48% | $62.5M | 312,560 | $52.7M | 302,400 | +10,160+3.36% | Add |
 APPLIED MATLS INCAMAT |
| 3.62% | 1.91% | $51.0M | 70,530 | $13.5M | 39,465 | +31,065+78.72% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 3.46% | 0.85% | $48.8M | 84,000 | $6.0M | 29,580 | +54,420+183.98% | Add |
 LAM RESEARCH CORPLRCX |
| 3.43% | 1.87% | $48.4M | 111,740 | $13.2M | 61,570 | +50,170+81.48% | Add |
 PALO ALTOPANW |
| 3.06% | 1.75% | $43.1M | 126,340 | $12.3M | 76,970 | +49,370+64.14% | Add |
 MICROSOFT CORPMSFT |
| 2.93% | 3.29% | $41.4M | 110,900 | $23.2M | 62,550 | +48,350+77.30% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.26% | 1.02% | $31.8M | 27,560 | $7.2M | 21,380 | +6,180+28.91% | Add |
 AMAZON COM INCAMZN |
| 2.24% | 3.76% | $31.6M | 132,620 | $26.5M | 127,120 | +5,500+4.33% | Add |
 ANALOG DEVICES INC COMADI |
| 2.17% | 1.84% | $30.6M | 76,960 | $13.0M | 40,780 | +36,180+88.72% | Add |
| SSANDISK CORP COMSNDK |
| 2% | 0.6% | $28.2M | 12,390 | $4.3M | 6,700 | +5,690+84.93% | Add |
 APPLE INCAAPL |
| 2% | 2.56% | $28.1M | 97,270 | $18.1M | 71,165 | +26,105+36.68% | Add |
 MERCADOLIBRE INC COMMELI |
| 1.81% | 1.49% | $25.6M | 15,060 | $10.5M | 6,055 | +9,005+148.72% | Add |
 META PLATFORMS INCMETA |
| 1.77% | 3.34% | $25.0M | 44,300 | $23.6M | 41,175 | +3,125+7.59% | Add |
 ELI LILLY & COLLY |
| 1.6% | 1.19% | $22.6M | 18,840 | $8.4M | 9,110 | +9,730+106.81% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.56% | 0.75% | $22.0M | 53,018 | $5.3M | 19,510 | +33,508+171.75% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.47% | 0.6% | $20.8M | 32,540 | $4.2M | 15,600 | +16,940+108.59% | Add |
 JPMORGAN CHASE & COJPM |
| 1.27% | 1.14% | $17.9M | 54,790 | $8.1M | 27,395 | +27,395+100.00% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.18% | 0.79% | $16.7M | 56,000 | $5.5M | 56,000 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 1.09% | 1.44% | $15.3M | 154,400 | $10.1M | 96,800 | +57,600+59.50% | Add |
 ASTRAZENECA PLCAZN |
| 0.93% | 1.16% | $13.2M | 70,580 | $8.1M | 41,890 | +28,690+68.49% | Add |
 SALESFORCE INCCRM |
| 0.92% | 1.5% | $13.0M | 82,900 | $10.5M | 56,495 | +26,405+46.74% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.88% | 0.85% | $12.4M | 69,760 | $6.0M | 1,422 | +68,338+4,805.77% | Add |
 MERCK & CO INCMRK |
| 0.8% | 0.92% | $11.3M | 88,000 | $6.4M | 53,620 | +34,380+64.12% | Add |
 GE AEROSPACEGE |
| 0.71% | 0.53% | $10.0M | 26,660 | $3.7M | 13,140 | +13,520+102.89% | Add |
| IISHARES INCEWJ |
| 0.64% | 0.65% | $9.0M | 96,660 | $4.6M | 54,330 | +42,330+77.91% | Add |
 SOUTHERN COPPER CORPSCCO |
| 0.58% | 0.65% | $8.1M | 46,738 | $4.6M | 26,827 | +19,911+74.22% | Add |
 CATERPILLAR INCCAT |
| 0.57% | 0.38% | $8.0M | 7,500 | $2.7M | 3,750 | +3,750+100.00% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.57% | 0.75% | $8.0M | 9,300 | $5.3M | 7,550 | +1,750+23.18% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.55% | 0.27% | $7.7M | 48,690 | $1.9M | 14,640 | +34,050+232.58% | Add |
| IISHARES INCEWC |
| 0.54% | 0.52% | $7.7M | 133,000 | $3.6M | 66,500 | +66,500+100.00% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.54% | 0.51% | $7.6M | 14,770 | $3.6M | 7,155 | +7,615+106.43% | Add |
| IISHARES MSCI ACWI ETFTOK |
| 0.53% | 0.98% | $7.4M | 47,450 | $6.9M | 50,150 | -2,700-5.38% | Reduce |
 RTX CORPORATIONRTX |
| 0.52% | 0.53% | $7.4M | 38,800 | $3.7M | 19,400 | +19,400+100.00% | Add |
| IISHARES MSCI TAIWAN ETFEWT |
| 0.52% | 0.45% | $7.3M | 67,000 | $3.2M | 44,900 | +22,100+49.22% | Add |
 CHEVRON CORPORATIONCVX |
| 0.5% | 0.95% | $7.0M | 42,230 | $6.7M | 32,380 | +9,850+30.42% | Add |
 QUANTA SVCS INCPWR |
| 0.47% | 0.02% | $6.6M | 9,170 | $118,039 | 215 | +8,955+4,165.12% | Add |
 NEWMONT CORPNEM |
| 0.46% | 0.55% | $6.5M | 69,440 | $3.9M | 35,720 | +33,720+94.40% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.45% | 0.79% | $6.4M | 82,460 | $5.6M | 59,770 | +22,690+37.96% | Add |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.45% | 0.43% | $6.3M | 85,540 | $3.1M | 37,770 | +47,770+126.48% | Add |
 NU HLDGS LTDNU |
| 0.45% | 0.38% | $6.3M | 473,600 | $2.7M | 186,800 | +286,800+153.53% | Add |
 ALBEMARLE CORPALB |
| 0.44% | 0.67% | $6.2M | 46,020 | $4.7M | 26,110 | +19,910+76.25% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.44% | 0.46% | $6.2M | 86,000 | $3.2M | 45,000 | +41,000+91.11% | Add |
 UNION PAC CORPUNP |
| 0.44% | 0.39% | $6.2M | 22,760 | $2.8M | 11,380 | +11,380+100.00% | Add |
 BLACKROCK INC COMBLK |
| 0.44% | 0.93% | $6.2M | 6,437 | $6.5M | 6,787 | -350-5.16% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.43% | 0.49% | $6.1M | 15,400 | $3.4M | 7,420 | +7,980+107.55% | Add |
 SOFI TECHNOLOGIES INC COMSOFI |
| 0.41% | 0.22% | $5.8M | 324,100 | $1.6M | 99,050 | +225,050+227.21% | Add |
