 AMAZON COM INCAMZN |
| 15.4% | 4.1% | $61.7M | 258,900 | $12.3M | 59,000 | +199,900+338.81% | Add |
 MICROSOFT CORPMSFT |
| 6.99% | 16.31% | $28.0M | 75,090 | $48.8M | 131,902 | -56,812-43.07% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.64% | 0.73% | $26.6M | 132,906 | $2.2M | 12,500 | +120,406+963.25% | Add |
 REDDIT INC CL ARDDT |
| 4.09% | 4.52% | $16.4M | 94,500 | $13.5M | 100,500 | -6,000-5.97% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.86% | 0.63% | $15.5M | 56,900 | $1.9M | 20,221 | +36,679+181.39% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 3.61% | 4.9% | $14.5M | 177,568 | $14.7M | 320,468 | -142,900-44.59% | Reduce |
 BROADCOM INCAVGO |
| 2.94% | 2.17% | $11.8M | 31,200 | $6.5M | 21,000 | +10,200+48.57% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.89% | 1.68% | $11.6M | 24,200 | $5.0M | 14,900 | +9,300+62.42% | Add |
 COMPASS INCCOMP |
| 2.74% | 2.18% | $11.0M | 890,225 | $6.5M | 893,462 | -3,237-0.36% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 2.73% | 2.43% | $10.9M | 114,194 | $7.3M | 87,713 | +26,481+30.19% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.61% | 0.48% | $10.5M | 14,000 | $1.4M | 2,200 | +11,800+536.36% | Add |
 DAVE INCDAVE |
| 2.51% | 2.29% | $10.1M | 27,000 | $6.9M | 39,386 | -12,386-31.45% | Reduce |
 BOEING COBA |
| 2.44% | 2.59% | $9.8M | 45,100 | $7.8M | 39,000 | +6,100+15.64% | Add |
| IISHARES TRTLT |
| 2.37% | 2.03% | $9.5M | 110,000 | $6.1M | 70,000 | +40,000+57.14% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.19% | — | $8.8M | 20,300 | $0 | 0 | +20,300 | New Buy |
| FFIGMA INCFIG |
| 1.95% | 0.5% | $7.8M | 430,739 | $1.5M | 70,169 | +360,570+513.86% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 1.7% | — | $6.8M | 68,500 | $0 | 0 | +68,500 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 1.31% | 3.61% | $5.2M | 3,080 | $10.8M | 6,250 | -3,170-50.72% | Reduce |
 NETFLIX INCNFLX |
| 1.3% | — | $5.2M | 73,000 | $0 | 0 | +73,000 | New Buy |
 COCA COLA COKO |
| 1.3% | — | $5.2M | 64,100 | $0 | 0 | +64,100 | New Buy |
 CELSIUS HLDGS INCCELH |
| 1.21% | — | $4.8M | 165,000 | $0 | 0 | +165,000 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.19% | — | $4.8M | 19,100 | $0 | 0 | +19,100 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 1.15% | 0.46% | $4.6M | 48,000 | $1.4M | 11,000 | +37,000+336.36% | Add |
 VANECK ETF TRUSTSMH |
| 1.15% | 1.28% | $4.6M | 7,000 | $3.8M | 10,000 | -3,000-30.00% | Reduce |
 TESLA INCTSLA |
| 0.89% | 0.99% | $3.6M | 8,500 | $3.0M | 8,000 | +500+6.25% | Add |
| AAlphabet Inc Class CGOOG |
| 0.88% | — | $3.5M | 10,000 | $0 | 0 | +10,000 | New Buy |
 WYNN RESORTS LTDWYNN |
| 0.82% | — | $3.3M | 34,000 | $0 | 0 | +34,000 | New Buy |
 ROCKET COS INC COM CL ARKT |
| 0.79% | 0.18% | $3.1M | 199,840 | $543,566 | 38,145 | +161,695+423.90% | Add |
 COMSTOCK RES INCCRK |
| 0.75% | — | $3.0M | 202,000 | $0 | 0 | +202,000 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.74% | — | $2.9M | 4,000 | $0 | 0 | +4,000 | New Buy |
| OOUSTER INCOUST |
| 0.72% | — | $2.9M | 46,000 | $0 | 0 | +46,000 | New Buy |
| DDUOLINGO INCDUOL |
| 0.59% | 3.87% | $2.4M | 20,500 | $11.6M | 117,500 | -97,000-82.55% | Reduce |
 SHOPIFY INCSHOP |
| 0.59% | 0.74% | $2.4M | 20,595 | $2.2M | 18,595 | +2,000+10.76% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.58% | 0.51% | $2.3M | 2,000 | $1.5M | 4,500 | -2,500-55.56% | Reduce |
| OON HLDG AGONON |
| 0.57% | 0.32% | $2.3M | 64,500 | $969,570 | 28,500 | +36,000+126.32% | Add |
 ORACLE CORPORCL |
| 0.57% | 2.24% | $2.3M | 15,500 | $6.7M | 45,500 | -30,000-65.93% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 0.56% | 0.8% | $2.3M | 8,000 | $2.4M | 8,000 | 00.00% | Unchanged |
 ZILLOW GROUP INC CL AZ |
| 0.56% | — | $2.2M | 71,000 | $0 | 0 | +71,000 | New Buy |
 LULULEMON ATHLETICA INCLULU |
| 0.56% | 6.8% | $2.2M | 19,500 | $20.4M | 133,000 | -113,500-85.34% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.55% | — | $2.2M | 3,800 | $0 | 0 | +3,800 | New Buy |
| SSPDR SER TR S&PXSD |
| 0.54% | — | $2.2M | 3,500 | $0 | 0 | +3,500 | New Buy |
 VISTRA CORPVST |
| 0.51% | — | $2.0M | 12,900 | $0 | 0 | +12,900 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.49% | 0.79% | $2.0M | 6,000 | $2.4M | 8,000 | -2,000-25.00% | Reduce |
 NIKE INCNKE |
| 0.48% | 0.88% | $1.9M | 47,000 | $2.6M | 50,100 | -3,100-6.19% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.48% | — | $1.9M | 2,500 | $0 | 0 | +2,500 | New Buy |
 HESAI GROUPHSAI |
| 0.45% | — | $1.8M | 99,710 | $0 | 0 | +99,710 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.45% | 0.4% | $1.8M | 3,500 | $1.2M | 3,000 | +500+16.67% | Add |
| DDUTCH BROS INCBROS |
| 0.45% | 0.41% | $1.8M | 25,000 | $1.2M | 23,945 | +1,055+4.41% | Add |
 WALMART INCWMT |
| 0.44% | 0.08% | $1.8M | 15,500 | $248,560 | 2,000 | +13,500+675.00% | Add |
 META PLATFORMS INCMETA |
| 0.42% | 0.1% | $1.7M | 3,000 | $286,065 | 500 | +2,500+500.00% | Add |
