 Pdd Holdings Inc ADRPDD |
| 17.64% | 18.71% | $38.0M | 497,860 | $50.9M | 497,860 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 10.09% | 0.78% | $21.7M | 37,370 | $2.1M | 10,480 | +26,890+256.58% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 9.77% | 12.01% | $21.0M | 44,040 | $32.7M | 96,680 | -52,640-54.45% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 9.17% | 20.93% | $19.7M | 98,619 | $56.9M | 326,370 | -227,751-69.78% | Reduce |
| YYUANBAO INCYB |
| 8.6% | 3.46% | $18.5M | 1.2M | $9.4M | 533,837 | +680,756+127.52% | Add |
| SSANDISK CORP COMSNDK |
| 7.94% | 1% | $17.1M | 7,520 | $2.7M | 4,290 | +3,230+75.29% | Add |
 MICRON TECHNOLOGY INCMU |
| 7.18% | 1.03% | $15.4M | 13,380 | $2.8M | 8,310 | +5,070+61.01% | Add |
 BROADCOM INCAVGO |
| 6.14% | 3.91% | $13.2M | 34,980 | $10.6M | 34,360 | +620+1.80% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 3.87% | 0.06% | $8.3M | 249,996 | $153,411 | 3,993 | +246,003+6,160.86% | Add |
 NEBIUS GROUP N VNBIS |
| 3.27% | — | $7.0M | 25,487 | $0 | 0 | +25,487 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 3.18% | — | $6.8M | 10,710 | $0 | 0 | +10,710 | New Buy |
 LAM RESEARCH CORPLRCX |
| 2.95% | — | $6.4M | 14,660 | $0 | 0 | +14,660 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.26% | — | $4.9M | 5,030 | $0 | 0 | +5,030 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 1.83% | 4.95% | $3.9M | 4,600 | $13.5M | 19,150 | -14,550-75.98% | Reduce |
| TTERADYNE INCTER |
| 1.12% | 0.55% | $2.4M | 5,000 | $1.5M | 5,000 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.99% | — | $2.1M | 4,950 | $0 | 0 | +4,950 | New Buy |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.94% | — | $2.0M | 13,200 | $0 | 0 | +13,200 | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.85% | — | $1.8M | 4,600 | $0 | 0 | +4,600 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 0.37% | — | $796,585 | 3,130 | $0 | 0 | +3,130 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.29% | — | $614,550 | 850 | $0 | 0 | +850 | New Buy |
 ARM HOLDINGS PLCARM |
| 0.21% | — | $443,213 | 1,250 | $0 | 0 | +1,250 | New Buy |
 VENTAS INC COMVTR |
| 0.15% | 0.02% | $322,433 | 3,631 | $40,890 | 500 | +3,131+626.20% | Add |
 PULTE GROUP INCPHM |
| 0.12% | 0.08% | $268,932 | 1,960 | $230,516 | 1,960 | 00.00% | Unchanged |
 AMERICAN HEALTHCARE REIT INCAHR |
| 0.12% | 0.03% | $252,302 | 4,838 | $74,277 | 1,575 | +3,263+207.17% | Add |
 CARETRUST REIT INCCTRE |
| 0.11% | — | $231,529 | 5,738 | $0 | 0 | +5,738 | New Buy |
 WELLTOWER INC COMWELL |
| 0.1% | 0.03% | $224,246 | 988 | $88,772 | 449 | +539+120.04% | Add |
| IISHARES ETHEREUM TRETHA |
| 0.09% | 0.04% | $199,158 | 16,750 | $117,934 | 7,450 | +9,300+124.83% | Add |
 D R HORTON INCDHI |
| 0.08% | 0.05% | $175,422 | 1,077 | $147,786 | 1,077 | 00.00% | Unchanged |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.08% | — | $175,163 | 13,190 | $0 | 0 | +13,190 | New Buy |
 DIGITAL RLTY TR INC COMDLR |
| 0.08% | 0.08% | $168,446 | 938 | $228,506 | 1,268 | -330-26.03% | Reduce |
| GGDS HLDGS LTDGDS |
| 0.06% | — | $139,339 | 4,640 | $0 | 0 | +4,640 | New Buy |
 AMERICOLD REALTY TRUST INCCOLD |
| 0.06% | 0.04% | $137,236 | 8,730 | $100,046 | 8,730 | 00.00% | Unchanged |
 HOST HOTELS & RESORTS INCHST |
| 0.06% | 0.08% | $127,916 | 5,395 | $218,328 | 11,395 | -6,000-52.65% | Reduce |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.06% | 0.03% | $122,452 | 9,200 | $87,032 | 4,400 | +4,800+109.09% | Add |
 IRON MTN INC DEL COMIRM |
| 0.05% | 0.02% | $102,943 | 815 | $46,474 | 455 | +360+79.12% | Add |
 EQUINIX INCEQIX |
| 0.04% | 0.1% | $83,391 | 80 | $261,724 | 267 | -187-70.04% | Reduce |
 VICI PPTYS INC COMVICI |
| 0.03% | 0.02% | $60,959 | 2,296 | $62,727 | 2,296 | 00.00% | Unchanged |
| KKE HLDGS INCBEKE |
| 0.03% | 0.02% | $58,120 | 4,000 | $59,880 | 4,000 | 00.00% | Unchanged |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.03% | 15.57% | $54,488 | 870 | $42.3M | 443,713 | -442,843-99.80% | Reduce |
