| CCHIME FINL INCCHYM |
| 31.7% | 48% | $536.3M | 26.2M | $490.5M | 26.2M | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 21.79% | 2.49% | $368.6M | 2.3M | $25.4M | 136,035 | +2.2M+1,626.00% | Add |
 LAM RESEARCH CORPLRCX |
| 11.05% | 10.23% | $186.9M | 431,266 | $104.5M | 489,009 | -57,743-11.81% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 9.29% | 5.54% | $157.2M | 136,205 | $56.6M | 167,530 | -31,325-18.70% | Reduce |
 ALPHABET INCGOOGL |
| 3.05% | 5.89% | $51.6M | 144,250 | $60.2M | 209,450 | -65,200-31.13% | Reduce |
 NU HLDGS LTDNU |
| 2.67% | 4.33% | $45.2M | 3.4M | $44.3M | 3.1M | +301,267+9.77% | Add |
| NNETSKOPE INCNTSK |
| 2.16% | 0.06% | $36.6M | 3.3M | $637,259 | 75,060 | +3.3M+4,357.45% | Add |
 DATADOG INCDDOG |
| 2.04% | 2.53% | $34.5M | 132,455 | $25.9M | 219,265 | -86,810-39.59% | Reduce |
 PALO ALTOPANW |
| 1.94% | 1.53% | $32.8M | 96,234 | $15.7M | 97,689 | -1,455-1.49% | Reduce |
| NNUTANIX INCNTNX |
| 1.79% | 2.47% | $30.2M | 593,076 | $25.3M | 664,911 | -71,835-10.80% | Reduce |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.7% | — | $28.8M | 130,445 | $0 | 0 | +130,445 | New Buy |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 1.51% | 1.92% | $25.6M | 4.3M | $19.6M | 4.2M | +25,351+0.60% | Add |
| II3 VERTICALS INCIIIV |
| 1.41% | 2.11% | $23.9M | 1.1M | $21.6M | 966,001 | +151,985+15.73% | Add |
 MERCADOLIBRE INC COMMELI |
| 1.28% | 2.34% | $21.7M | 12,758 | $23.9M | 13,848 | -1,090-7.87% | Reduce |
| DDOORDASH INCDASH |
| 1.07% | 2.48% | $18.1M | 98,122 | $25.4M | 168,992 | -70,870-41.94% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.99% | 2.15% | $16.8M | 83,760 | $22.0M | 126,100 | -42,340-33.58% | Reduce |
 ZSCALER INCZS |
| 0.91% | — | $15.3M | 108,584 | $0 | 0 | +108,584 | New Buy |
| AAPPFOLIO INCAPPF |
| 0.88% | 1.1% | $15.0M | 93,340 | $11.3M | 71,490 | +21,850+30.56% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.84% | — | $14.3M | 52,450 | $0 | 0 | +52,450 | New Buy |
 COHERENT CORPCOHR |
| 0.82% | — | $13.8M | 35,100 | $0 | 0 | +35,100 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.64% | 0.87% | $10.8M | 14,205 | $8.9M | 22,715 | -8,510-37.46% | Reduce |
 VEEVA SYS INCVEEV |
| 0.44% | 1.41% | $7.5M | 42,330 | $14.4M | 81,860 | -39,530-48.29% | Reduce |
