 MARVELL TECHNOLOGY INCMRVL |
| 19.2% | 0.11% | $1.77B | 5.9M | $7.4M | 74,900 | +5.9M+7,839.73% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 14.3% | 5.56% | $1.32B | 2.3M | $376.7M | 1.9M | +419,978+22.68% | Add |
 INTEL CORPINTC |
| 8.49% | 1.54% | $783.3M | 5.6M | $104.4M | 2.4M | +3.2M+137.17% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.24% | 8.82% | $667.9M | 3.3M | $597.9M | 3.4M | -90,473-2.64% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 5.27% | — | $486.0M | 2.8M | $0 | 0 | +2.8M | New Buy |
 BROADCOM INCAVGO |
| 3.86% | 2.19% | $355.8M | 941,956 | $148.1M | 478,424 | +463,532+96.89% | Add |
 SERVICENOW INCNOW |
| 3.73% | 1.5% | $344.4M | 3.5M | $101.5M | 970,477 | +2.5M+257.45% | Add |
 ROBINHOOD MKTS INCHOOD |
| 2.64% | 1.75% | $243.4M | 2.4M | $118.3M | 1.7M | +720,310+42.21% | Add |
 IREN LTDIREN |
| 2.24% | 2.9% | $206.5M | 4.5M | $196.7M | 5.7M | -1.2M-21.31% | Reduce |
 TESLA INCTSLA |
| 1.99% | 4.09% | $183.4M | 435,958 | $277.2M | 745,671 | -309,713-41.53% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.83% | 0.33% | $168.5M | 74,101 | $22.1M | 34,760 | +39,341+113.18% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.54% | 2.46% | $142.0M | 341,607 | $166.6M | 615,550 | -273,943-44.50% | Reduce |
| SSTRATEGY INCMSTR |
| 1.53% | 4.24% | $141.5M | 1.6M | $287.5M | 2.3M | -675,475-29.32% | Reduce |
| IIONQ INCIONQ |
| 1.3% | 0.99% | $120.0M | 2.3M | $66.8M | 2.3M | -63,518-2.74% | Reduce |
 AMAZON COM INCAMZN |
| 1.29% | 1.38% | $118.8M | 498,656 | $93.5M | 449,025 | +49,631+11.05% | Add |
| RROCKET LAB CORP COMRKLB |
| 1.21% | 0.75% | $111.3M | 1.1M | $50.7M | 789,544 | +305,791+38.73% | Add |
| IISHARES TRIVV |
| 1.18% | 1.33% | $108.5M | 144,905 | $89.8M | 137,522 | +7,383+5.37% | Add |
| OOKLO INCOKLO |
| 1.14% | 0.82% | $105.0M | 2.0M | $55.8M | 1.1M | +881,597+78.40% | Add |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.73% | 2.37% | $67.8M | 1.1M | $160.6M | 1.7M | -601,276-35.71% | Reduce |
 SUPER MICRO COMPUTER INCSMCI |
| 0.73% | 0.79% | $67.2M | 2.3M | $53.8M | 2.4M | -70,184-2.97% | Reduce |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 0.71% | 1.12% | $65.4M | 1.3M | $75.6M | 1.3M | 00.00% | Unchanged |
| CCOREWEAVE INC CLASS ACRWV |
| 0.66% | 0.2% | $60.9M | 612,290 | $13.6M | 175,116 | +437,174+249.65% | Add |
| RRUM GROUP INC CLASS ARUM |
| 0.64% | 0.7% | $59.1M | 9.3M | $47.6M | 9.3M | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.63% | 1.43% | $57.9M | 394,766 | $96.7M | 657,220 | -262,454-39.93% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.55% | — | $51.0M | 70,550 | $0 | 0 | +70,550 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.57% | $48.4M | 137,084 | $38.4M | 133,870 | +3,214+2.40% | Add |
| HHIMS & HERS HEALTH INCHIMS |
| 0.47% | 0.58% | $43.5M | 1.3M | $39.2M | 1.9M | -635,932-33.65% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 0.46% | 0.19% | $42.8M | 2.4M | $12.7M | 800,000 | +1.6M+198.51% | Add |
 MICROSOFT CORPMSFT |
| 0.46% | 0.67% | $42.2M | 113,038 | $45.7M | 123,480 | -10,442-8.46% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.45% | 0.37% | $41.1M | 1.2M | $25.3M | 657,759 | +576,475+87.64% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.4% | 33.59% | $37.3M | 50,000 | $2.28B | 3.5M | -3.5M-98.57% | Reduce |
| TTRULIEVE CANNABIS CORPTRLV |
| 0.4% | — | $36.9M | 3.8M | $0 | 0 | +3.8M | New Buy |
 CORNING INCGLW |
| 0.38% | 0.12% | $34.9M | 136,780 | $8.2M | 60,300 | +76,480+126.83% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.36% | 0.7% | $33.6M | 288,135 | $47.2M | 322,569 | -34,434-10.67% | Reduce |
 ASML HLDG NVASML |
| 0.36% | — | $33.5M | 16,852 | $0 | 0 | +16,852 | New Buy |
 RIGETTI COMPUTING INCRGTI |
| 0.33% | 0.37% | $30.7M | 1.6M | $24.9M | 1.8M | -185,893-10.48% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.33% | 0.02% | $30.5M | 2.3M | $1.3M | 160,178 | +2.1M+1,334.09% | Add |
| AAST SPACEMOBILE INC COM CL AASTS |
| 0.33% | — | $30.1M | 338,929 | $0 | 0 | +338,929 | New Buy |
 SATELLOGIC INC CLASS ASATL |
| 0.31% | 0.87% | $28.5M | 5.0M | $58.8M | 10.8M | -5.8M-53.87% | Reduce |
| AAIR Global PLCAIIR |
| 0.3% | — | $27.9M | 4.2M | $0 | 0 | +4.2M | New Buy |
 ROBLOX CORP CL ARBLX |
| 0.28% | 0.32% | $25.4M | 467,267 | $22.0M | 388,905 | +78,362+20.15% | Add |
 ELI LILLY & COLLY |
| 0.26% | 0.25% | $24.4M | 20,326 | $16.7M | 18,137 | +2,189+12.07% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.26% | — | $24.2M | 25,034 | $0 | 0 | +25,034 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.25% | 1.21% | $23.4M | 45,358 | $82.2M | 206,453 | -161,095-78.03% | Reduce |
 SALESFORCE INCCRM |
| 0.24% | 0.14% | $22.3M | 142,216 | $9.6M | 51,265 | +90,951+177.41% | Add |
 NETFLIX INCNFLX |
| 0.24% | 0.69% | $22.0M | 308,555 | $46.6M | 484,210 | -175,655-36.28% | Reduce |
 NEBIUS GROUP N VNBIS |
| 0.23% | — | $21.6M | 78,093 | $0 | 0 | +78,093 | New Buy |
 ONDAS INCONDS |
| 0.23% | 0.65% | $21.5M | 2.6M | $44.4M | 4.9M | -2.3M-46.72% | Reduce |
| TTWENTY ONE CAP INCXXI |
| 0.23% | 0.52% | $21.5M | 4.3M | $35.3M | 5.5M | -1.2M-21.25% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.23% | 0.1% | $20.9M | 183,477 | $6.6M | 42,970 | +140,507+326.99% | Add |
