 NVIDIA CORPORATIONNVDA |
| 23.81% | 11.9% | $6.0M | 30,000 | $5.2M | 29,900 | +100+0.33% | Add |
 BANCO SANTANDER SA ADRSAN |
| 13.68% | — | $3.5M | 250,000 | $0 | 0 | +250,000 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 9.47% | 3.86% | $2.4M | 5,000 | $1.7M | 5,000 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 9.16% | 7.71% | $2.3M | 2,000 | $3.4M | 10,000 | -8,000-80.00% | Reduce |
 ALPHABET INCGOOGL |
| 8.5% | 1.97% | $2.1M | 6,000 | $862,680 | 3,000 | +3,000+100.00% | Add |
 AMAZON COM INCAMZN |
| 7.56% | 1.43% | $1.9M | 8,000 | $624,810 | 3,000 | +5,000+166.67% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 6.9% | 3.06% | $1.7M | 20,000 | $1.3M | 20,000 | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 5.97% | 1.26% | $1.5M | 15,000 | $554,400 | 8,000 | +7,000+87.50% | Add |
 MICROSOFT CORPMSFT |
| 5.92% | 8.45% | $1.5M | 4,000 | $3.7M | 10,000 | -6,000-60.00% | Reduce |
 META PLATFORMS INCMETA |
| 3.35% | 2.61% | $844,935 | 1,500 | $1.1M | 2,000 | -500-25.00% | Reduce |
 FERRARI N V COMRACE |
| 2.21% | 1.16% | $558,435 | 1,500 | $507,675 | 1,500 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 1.98% | 1.54% | $499,800 | 7,000 | $673,050 | 7,000 | 00.00% | Unchanged |
 SITIME CORPSITM |
| 1.48% | 1.58% | $372,780 | 500 | $690,700 | 2,000 | -1,500-75.00% | Reduce |
