| SSANDISK CORP COMSNDK |
| 10.89% | 6.56% | $1.36B | 596,545 | $508.0M | 799,587 | -203,042-25.39% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 7.04% | 0.18% | $877.0M | 1.5M | $14.1M | 69,211 | +1.4M+2,081.23% | Add |
 ALPHABET INCGOOGL |
| 6.88% | 9.92% | $856.4M | 2.4M | $768.3M | 2.7M | -275,469-10.31% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 6.35% | 4.42% | $791.2M | 4.2M | $342.4M | 3.5M | +716,015+20.37% | Add |
| AASTERA LABS INCALAB |
| 6.08% | — | $757.3M | 1.6M | $0 | 0 | +1.6M | New Buy |
 AMAZON COM INCAMZN |
| 4.68% | 4.89% | $583.4M | 2.4M | $378.9M | 1.8M | +628,293+34.53% | Add |
 CORNING INCGLW |
| 4.58% | 4.03% | $570.6M | 2.2M | $312.4M | 2.3M | -63,425-2.76% | Reduce |
| MMKS INC.MKSI |
| 4.54% | 3.88% | $565.5M | 1.3M | $300.3M | 1.3M | -35,351-2.71% | Reduce |
 CELESTICA INCCLS |
| 4.32% | 5.52% | $538.6M | 1.5M | $427.6M | 1.5M | -41,771-2.75% | Reduce |
 BLOOM ENERGY CORPBE |
| 3.91% | 2.89% | $486.8M | 1.6M | $224.1M | 1.7M | -45,483-2.75% | Reduce |
 COHERENT CORPCOHR |
| 3.87% | 3% | $482.1M | 1.2M | $232.3M | 975,048 | +246,987+25.33% | Add |
| FFABRINETFN |
| 3.36% | 4.12% | $418.6M | 744,765 | $318.8M | 611,266 | +133,499+21.84% | Add |
 SITIME CORPSITM |
| 3.36% | 2.57% | $418.0M | 560,701 | $199.2M | 576,933 | -16,232-2.81% | Reduce |
 JFROG LTDFROG |
| 3.25% | 3.65% | $405.2M | 4.5M | $282.5M | 6.0M | -1.6M-25.94% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 3.02% | 3.37% | $376.1M | 988,785 | $260.9M | 1.2M | -186,206-15.85% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 2.64% | 1.49% | $328.3M | 6.9M | $115.6M | 3.5M | +3.4M+97.97% | Add |
 LAM RESEARCH CORPLRCX |
| 2.58% | 2.64% | $321.8M | 742,638 | $204.7M | 957,877 | -215,239-22.47% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.26% | 3.58% | $281.7M | 589,911 | $276.9M | 819,445 | -229,534-28.01% | Reduce |
| CCARVANA CO CL ACVNA |
| 2.25% | 3.56% | $280.9M | 4.3M | $275.9M | 877,554 | +3.4M+386.25% | Add |
 META PLATFORMS INCMETA |
| 2.06% | 3.79% | $256.9M | 455,982 | $293.3M | 512,569 | -56,587-11.04% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 2.05% | 1.44% | $255.9M | 400,687 | $111.4M | 412,006 | -11,319-2.75% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.91% | 3.58% | $237.8M | 461,611 | $276.8M | 695,537 | -233,926-33.63% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 1.81% | — | $225.2M | 884,691 | $0 | 0 | +884,691 | New Buy |
 TWILIO INCTWLO |
| 1.36% | — | $169.6M | 821,768 | $0 | 0 | +821,768 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.15% | — | $143.3M | 148,543 | $0 | 0 | +148,543 | New Buy |
| KKLAVIYO INCKVYO |
| 0.67% | 1.72% | $83.5M | 5.5M | $132.8M | 6.8M | -1.3M-19.00% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.61% | 2.35% | $75.5M | 377,204 | $181.6M | 1.0M | -663,924-63.77% | Reduce |
 MONGODB INC CL AMDB |
| 0.61% | 0.71% | $75.5M | 224,648 | $55.0M | 224,648 | 00.00% | Unchanged |
| IIMPINJ INCPI |
| 0.47% | 0.54% | $58.0M | 405,244 | $41.6M | 405,244 | 00.00% | Unchanged |
| DDUOLINGO INCDUOL |
| 0.44% | 0.6% | $54.3M | 471,764 | $46.5M | 471,764 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.29% | — | $36.3M | 259,903 | $0 | 0 | +259,903 | New Buy |
 APPLE INCAAPL |
| 0.23% | 0.32% | $28.9M | 99,766 | $24.5M | 96,613 | +3,153+3.26% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.21% | — | $26.1M | 152,517 | $0 | 0 | +152,517 | New Buy |
 BROADCOM INCAVGO |
| 0.18% | 2.95% | $22.6M | 59,780 | $228.2M | 737,142 | -677,362-91.89% | Reduce |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.09% | — | $11.2M | 50,696 | $0 | 0 | +50,696 | New Buy |
