 MICRON TECHNOLOGY INCMU |
| 33.03% | 21.77% | $152.9M | 132,500 | $54.2M | 160,500 | -28,000-17.45% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 19.94% | — | $92.3M | 80,000 | $0 | 0 | +80,000 | New Buy |
 MODERNA INCMRNA |
| 10.51% | 13.15% | $48.7M | 695,000 | $32.8M | 645,000 | +50,000+7.75% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 6.27% | — | $29.0M | 50,000 | $0 | 0 | +50,000 | New Buy |
 INTEL CORPINTC |
| 6.03% | 6.2% | $27.9M | 200,000 | $15.4M | 350,000 | -150,000-42.86% | Reduce |
 BROADCOM INCAVGO |
| 4.08% | 6.21% | $18.9M | 50,000 | $15.5M | 50,000 | 00.00% | Unchanged |
 BILIBILI INCBILI |
| 3.68% | 9.06% | $17.0M | 1.0M | $22.6M | 1.0M | 00.00% | Unchanged |
 INTEL CORPINTC |
| 3.02% | — | $14.0M | 100,000 | $0 | 0 | +100,000 | New Buy |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.85% | 0.47% | $13.2M | 130,000 | $1.2M | 10,000 | +120,000+1,200.00% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.51% | 15.72% | $11.6M | 20,000 | $39.2M | 192,500 | -172,500-89.61% | Reduce |
 Pdd Holdings Inc ADRPDD |
| 1.24% | 3.08% | $5.7M | 75,000 | $7.7M | 75,000 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 1.21% | 1.15% | $5.6M | 38,200 | $2.9M | 19,500 | +18,700+95.90% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 0.98% | 1.91% | $4.5M | 105,000 | $4.7M | 105,000 | 00.00% | Unchanged |
 COMCAST CORP NEW CL ACMCSA |
| 0.93% | 0.81% | $4.3M | 175,000 | $2.0M | 70,000 | +105,000+150.00% | Add |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.72% | 0.83% | $3.3M | 252,141 | $2.1M | 132,141 | +120,000+90.81% | Add |
 CROCS INCCROX |
| 0.52% | 1.02% | $2.4M | 20,000 | $2.5M | 30,600 | -10,600-34.64% | Reduce |
 MOSAIC COMOS |
| 0.46% | 1.02% | $2.1M | 100,000 | $2.6M | 100,000 | 00.00% | Unchanged |
| RROCKET LAB CORP COMRKLB |
| 0.44% | — | $2.0M | 20,000 | $0 | 0 | +20,000 | New Buy |
 COINBASE GLOBALCOIN |
| 0.32% | 6.37% | $1.5M | 10,000 | $15.9M | 90,800 | -80,800-88.99% | Reduce |
 Xpeng Inc ADRXPEV |
| 0.3% | 0.72% | $1.4M | 105,000 | $1.8M | 105,000 | 00.00% | Unchanged |
 DOCUSIGN INCDOCU |
| 0.29% | 0.57% | $1.3M | 30,000 | $1.4M | 30,000 | 00.00% | Unchanged |
| TTEMPUS AI INCTEM |
| 0.25% | 0.36% | $1.2M | 20,000 | $904,400 | 20,000 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 0.19% | — | $893,670 | 3,000 | $0 | 0 | +3,000 | New Buy |
| PPETROLEO BRASILEIRO S APBR |
| 0.19% | 0.45% | $878,400 | 60,000 | $1.1M | 60,000 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.05% | 0.08% | $220,815 | 525 | $195,169 | 525 | 00.00% | Unchanged |
| CCEA INDUSTRIES INCBNC |
| 0.01% | 0.03% | $68,000 | 25,000 | $73,000 | 25,000 | 00.00% | Unchanged |
