 NVIDIA CORPORATIONNVDA |
| 15.2% | 3.39% | $15.4M | 76,930 | $3.0M | 17,150 | +59,780+348.57% | Add |
 AMAZON COM INCAMZN |
| 11.49% | 9.44% | $11.6M | 48,830 | $8.3M | 39,950 | +8,880+22.23% | Add |
 ALPHABET INCGOOGL |
| 8.73% | 3.07% | $8.8M | 24,732 | $2.7M | 9,407 | +15,325+162.91% | Add |
 MICROSOFT CORPMSFT |
| 7.24% | 8.26% | $7.3M | 19,664 | $7.3M | 19,664 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 5.88% | 5.17% | $6.0M | 15,770 | $4.6M | 14,725 | +1,045+7.10% | Add |
 UBER TECHNOLOGIES INCUBER |
| 5.45% | 6.24% | $5.5M | 76,453 | $5.5M | 76,453 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 5.39% | 5.74% | $5.5M | 76,420 | $5.1M | 52,620 | +23,800+45.23% | Add |
 META PLATFORMS INCMETA |
| 5.01% | 2.63% | $5.1M | 9,001 | $2.3M | 4,055 | +4,946+121.97% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 4.14% | — | $4.2M | 23,525 | $0 | 0 | +23,525 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.64% | 5.53% | $3.7M | 7,720 | $4.9M | 14,410 | -6,690-46.43% | Reduce |
 SALESFORCE INCCRM |
| 3.22% | 4.41% | $3.3M | 20,845 | $3.9M | 20,845 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 2.87% | 3.41% | $2.9M | 15,740 | $3.0M | 23,360 | -7,620-32.62% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.83% | 3.31% | $2.9M | 1,688 | $2.9M | 1,688 | 00.00% | Unchanged |
 ALIBABA GROUP HLDG LTDBABA |
| 2.35% | 3.54% | $2.4M | 24,850 | $3.1M | 24,850 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 2.16% | 1.51% | $2.2M | 14,940 | $1.3M | 9,050 | +5,890+65.08% | Add |
 HESAI GROUPHSAI |
| 1.73% | — | $1.8M | 96,380 | $0 | 0 | +96,380 | New Buy |
 ADOBE INC COMADBE |
| 1.64% | 2.23% | $1.7M | 8,080 | $2.0M | 8,080 | 00.00% | Unchanged |
 EATON CORP PLCETN |
| 1.59% | — | $1.6M | 3,770 | $0 | 0 | +3,770 | New Buy |
 VERTIV HOLDINGS COVRT |
| 1.58% | — | $1.6M | 4,790 | $0 | 0 | +4,790 | New Buy |
| LLYFT INC CLASS ALYFT |
| 1.51% | 1.58% | $1.5M | 104,710 | $1.4M | 104,710 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 1.04% | — | $1.1M | 1,460 | $0 | 0 | +1,460 | New Buy |
 JD COM INCJD |
| 1.03% | 1.37% | $1.0M | 40,750 | $1.2M | 40,750 | 00.00% | Unchanged |
| CCOREWEAVE INC CLASS ACRWV |
| 0.98% | — | $995,400 | 10,000 | $0 | 0 | +10,000 | New Buy |
 EQUINIX INCEQIX |
| 0.98% | — | $992,355 | 952 | $0 | 0 | +952 | New Buy |
 DIGITAL RLTY TR INC COMDLR |
| 0.96% | — | $970,630 | 5,405 | $0 | 0 | +5,405 | New Buy |
| NNEXTPOWER INCNXT |
| 0.81% | — | $822,066 | 6,900 | $0 | 0 | +6,900 | New Buy |
| MMYR GROUP INCMYRG |
| 0.56% | — | $564,952 | 1,129 | $0 | 0 | +1,129 | New Buy |
