| MMKS INC.MKSI |
| 20.75% | 16.3% | $13.3M | 29,858 | $16.3M | 71,028 | -41,170-57.96% | Reduce |
| KKANZHUN LIMITEDBZ |
| 17.93% | 10.09% | $11.5M | 891,442 | $10.1M | 754,424 | +137,018+18.16% | Add |
 ANALOG DEVICES INC COMADI |
| 15.54% | — | $9.9M | 25,035 | $0 | 0 | +25,035 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 14.79% | — | $9.5M | 25,377 | $0 | 0 | +25,377 | New Buy |
| IINNIO NVINIO |
| 9.23% | — | $5.9M | 149,330 | $0 | 0 | +149,330 | New Buy |
| TTERADYNE INCTER |
| 9.02% | — | $5.8M | 11,924 | $0 | 0 | +11,924 | New Buy |
| QQUALCOMM INCQCOM |
| 6.85% | — | $4.4M | 23,715 | $0 | 0 | +23,715 | New Buy |
 GENERAC HLDGS INCGNRC |
| 3.01% | — | $1.9M | 6,580 | $0 | 0 | +6,580 | New Buy |
| UULTRA CLEAN HLDGS INCUCTT |
| 2.89% | — | $1.8M | 12,956 | $0 | 0 | +12,956 | New Buy |
