| EEQUIPMENTSHARE COM INCEQPT |
| 20.21% | 19.34% | $265.9M | 13.5M | $275.5M | 13.5M | 00.00% | Unchanged |
| HHAWKEYE 360 INCHAWK |
| 13.94% | — | $183.4M | 9.1M | $0 | 0 | +9.1M | New Buy |
 NVIDIA CORPORATIONNVDA |
| 9.78% | 8.2% | $128.7M | 643,340 | $116.8M | 669,950 | -26,610-3.97% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.52% | 5.44% | $112.1M | 234,645 | $77.4M | 229,115 | +5,530+2.41% | Add |
 AMAZON COM INCAMZN |
| 7.33% | 5.68% | $96.5M | 404,905 | $80.9M | 388,375 | +16,530+4.26% | Add |
 ALPHABET INCGOOGL |
| 7.08% | 5.8% | $93.1M | 260,530 | $82.7M | 287,450 | -26,920-9.37% | Reduce |
 META PLATFORMS INCMETA |
| 3.98% | 4.21% | $52.4M | 93,015 | $60.0M | 104,955 | -11,940-11.38% | Reduce |
 COURSERA INCCOUR |
| 3.83% | — | $50.4M | 8.9M | $0 | 0 | +8.9M | New Buy |
| SSTUBHUB HLDGS INCSTUB |
| 3.36% | 1.51% | $44.2M | 3.4M | $21.4M | 3.4M | 00.00% | Unchanged |
 APPLE INCAAPL |
| 2.88% | — | $37.9M | 131,050 | $0 | 0 | +131,050 | New Buy |
 BLOOM ENERGY CORPBE |
| 2.02% | 0.78% | $26.6M | 87,725 | $11.1M | 82,030 | +5,695+6.94% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.95% | — | $25.6M | 150,000 | $0 | 0 | +150,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.74% | 0.9% | $22.8M | 31,595 | $12.8M | 37,355 | -5,760-15.42% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.42% | 0.02% | $18.7M | 16,185 | $223,073 | 660 | +15,525+2,352.27% | Add |
 SHOPIFY INCSHOP |
| 1.33% | 0.79% | $17.5M | 153,440 | $11.2M | 94,660 | +58,780+62.10% | Add |
 BROADCOM INCAVGO |
| 1.13% | 1.34% | $14.9M | 39,405 | $19.1M | 61,760 | -22,355-36.20% | Reduce |
| TTHE REAL BROKERAGE INC COM NEWREAX |
| 0.96% | 1.22% | $12.7M | 7.0M | $17.4M | 7.0M | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.9% | 0.27% | $11.8M | 20,370 | $3.9M | 19,040 | +1,330+6.99% | Add |
 LAM RESEARCH CORPLRCX |
| 0.84% | — | $11.0M | 25,430 | $0 | 0 | +25,430 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.76% | 1.07% | $10.0M | 21,765 | $15.2M | 31,400 | -9,635-30.68% | Reduce |
 PALO ALTOPANW |
| 0.75% | 0.35% | $9.9M | 29,035 | $5.0M | 31,030 | -1,995-6.43% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.75% | 0.31% | $9.8M | 32,920 | $4.4M | 22,570 | +10,350+45.86% | Add |
 AXON ENTERPRISEAXON |
| 0.68% | 0.48% | $9.0M | 16,025 | $6.8M | 15,980 | +45+0.28% | Add |
| KKYVERNA THERAPEUTICS INC COMKYTX |
| 0.67% | 0.6% | $8.8M | 989,054 | $8.5M | 989,054 | 00.00% | Unchanged |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.67% | 0.34% | $8.8M | 23,080 | $4.8M | 21,590 | +1,490+6.90% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.61% | 0.29% | $8.0M | 9,380 | $4.2M | 5,970 | +3,410+57.12% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.6% | — | $7.9M | 8,150 | $0 | 0 | +8,150 | New Buy |
 CONSTELLATION ENERGY CORPCEG |
| 0.51% | 0.5% | $6.8M | 27,245 | $7.1M | 25,475 | +1,770+6.95% | Add |
 INTEL CORPINTC |
| 0.48% | 0.39% | $6.4M | 45,605 | $5.5M | 125,205 | -79,600-63.58% | Reduce |
| QQUANTINUUM INCQNT |
| 0.31% | — | $4.1M | 50,000 | $0 | 0 | +50,000 | New Buy |
