 ALPHABET INCGOOGL |
| 14.54% | 15.67% | $26.9M | 75,168 | $21.2M | 73,646 | +1,522+2.07% | Add |
 MICRON TECHNOLOGY INCMU |
| 14.44% | 5.68% | $26.7M | 23,114 | $7.7M | 22,733 | +381+1.68% | Add |
 NVIDIA CORPORATIONNVDA |
| 13.94% | 15.66% | $25.8M | 128,783 | $21.2M | 121,352 | +7,431+6.12% | Add |
 MICROSOFT CORPMSFT |
| 11.16% | 12.22% | $20.6M | 55,310 | $16.5M | 44,601 | +10,709+24.01% | Add |
 VISA INCV |
| 10.66% | 10.94% | $19.7M | 57,425 | $14.8M | 48,901 | +8,524+17.43% | Add |
 CHUBB LIMITEDCB |
| 10.45% | 9.85% | $19.3M | 56,689 | $13.3M | 40,864 | +15,825+38.73% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.26% | 5.05% | $9.7M | 20,352 | $6.8M | 20,182 | +170+0.84% | Add |
 SALESFORCE INCCRM |
| 4.62% | 5.82% | $8.5M | 54,462 | $7.9M | 42,146 | +12,316+29.22% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 4.4% | 3.18% | $8.1M | 180,389 | $4.3M | 180,389 | 00.00% | Unchanged |
 MARRIOTT INTL INC NEWMAR |
| 4.33% | 7.58% | $8.0M | 21,606 | $10.2M | 31,333 | -9,727-31.04% | Reduce |
| QQUALCOMM INCQCOM |
| 1.7% | 3.23% | $3.1M | 17,031 | $4.4M | 33,926 | -16,895-49.80% | Reduce |
 BROADCOM INCAVGO |
| 1.44% | 1.62% | $2.7M | 7,064 | $2.2M | 7,064 | 00.00% | Unchanged |
 Markel Group Inc.MKL |
| 0.95% | 0.02% | $1.8M | 899 | $24,883 | 13 | +886+6,815.38% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.62% | 0.57% | $1.2M | 16,000 | $764,616 | 10,630 | +5,370+50.52% | Add |
 INTUITINTU |
| 0.46% | 0.55% | $857,385 | 3,285 | $747,585 | 1,729 | +1,556+89.99% | Add |
| FFISERV INCFISV |
| 0.31% | 0.48% | $575,258 | 11,728 | $654,422 | 11,728 | 00.00% | Unchanged |
| FFUTU HLDGS LTD SPON ADS CL AFUTU |
| 0.26% | 0.24% | $480,230 | 5,123 | $327,677 | 2,396 | +2,727+113.81% | Add |
 META PLATFORMS INCMETA |
| 0.21% | 0.28% | $393,176 | 698 | $377,034 | 659 | +39+5.92% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.12% | 0.01% | $219,698 | 957 | $13,861 | 64 | +893+1,395.31% | Add |
 CIENA CORPCIEN |
| 0.07% | 0.07% | $120,678 | 246 | $95,505 | 246 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 0.01% | 0.93% | $23,149 | 80 | $1.3M | 4,943 | -4,863-98.38% | Reduce |
 ADOBE INC COMADBE |
| 0.01% | 0.02% | $19,887 | 97 | $23,579 | 97 | 00.00% | Unchanged |
 S&P GLOBAL INCSPGI |
| 0.01% | 0.01% | $16,698 | 41 | $17,439 | 41 | 00.00% | Unchanged |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.01% | — | $11,853 | 80 | $0 | 0 | +80 | New Buy |
