 NVIDIA CORPORATIONNVDA |
| 10.45% | 12.38% | $2.81B | 14.1M | $3.15B | 18.1M | -4.0M-22.26% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.96% | 7.77% | $1.87B | 3.9M | $1.98B | 5.9M | -1.9M-33.04% | Reduce |
 ALPHABET INCGOOGL |
| 6.49% | 5.78% | $1.75B | 4.9M | $1.47B | 5.1M | -231,097-4.51% | Reduce |
 AMAZON COM INCAMZN |
| 4.3% | 5.49% | $1.16B | 4.9M | $1.40B | 6.7M | -1.9M-27.65% | Reduce |
 ASML HLDG NVASML |
| 3.94% | 3.32% | $1.06B | 533,693 | $845.1M | 639,833 | -106,140-16.59% | Reduce |
 BLOOM ENERGY CORPBE |
| 3.29% | 0.95% | $885.9M | 2.9M | $241.0M | 1.8M | +1.1M+64.50% | Add |
 AXON ENTERPRISEAXON |
| 3.08% | 2.61% | $830.2M | 1.5M | $664.4M | 1.6M | -83,687-5.35% | Reduce |
 SHOPIFY INCSHOP |
| 3.07% | 4.16% | $826.9M | 7.2M | $1.06B | 8.9M | -1.7M-18.95% | Reduce |
 VISA INCV |
| 3.03% | 3.29% | $815.6M | 2.4M | $837.3M | 2.8M | -393,332-14.20% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 3% | 3.41% | $808.6M | 1.8M | $870.0M | 1.8M | -33,020-1.84% | Reduce |
 CLOUDFLARE INCNET |
| 2.95% | 2.96% | $794.6M | 3.2M | $755.6M | 3.7M | -422,245-11.53% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.58% | 0.82% | $695.5M | 720,741 | $208.4M | 531,892 | +188,849+35.51% | Add |
 MERCADOLIBRE INC COMMELI |
| 2.38% | 3.23% | $642.0M | 378,208 | $822.1M | 475,455 | -97,247-20.45% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.26% | — | $608.1M | 526,810 | $0 | 0 | +526,810 | New Buy |
| CCARVANA CO CL ACVNA |
| 2.07% | 2.61% | $557.0M | 8.5M | $665.6M | 2.1M | +6.3M+299.71% | Add |
 META PLATFORMS INCMETA |
| 2.03% | 2.87% | $546.3M | 969,879 | $731.8M | 1.3M | -309,242-24.18% | Reduce |
 QUANTA SVCS INCPWR |
| 2.01% | 1.35% | $540.4M | 750,479 | $343.9M | 626,348 | +124,131+19.82% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.85% | 2.71% | $499.3M | 4.1M | $689.6M | 4.4M | -328,527-7.49% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.85% | 2.39% | $498.1M | 1.3M | $609.1M | 1.3M | -68,850-5.21% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.82% | 0.63% | $491.4M | 1.1M | $161.4M | 755,222 | +378,743+50.15% | Add |
 MICROSOFT CORPMSFT |
| 1.81% | 2.22% | $488.4M | 1.3M | $566.4M | 1.5M | -220,894-14.44% | Reduce |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.8% | 1.27% | $484.9M | 786,150 | $324.5M | 823,277 | -37,127-4.51% | Reduce |
| DDOORDASH INCDASH |
| 1.59% | 2.33% | $429.2M | 2.3M | $594.2M | 4.0M | -1.6M-41.22% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.59% | 1.52% | $428.5M | 831,697 | $386.7M | 971,561 | -139,864-14.40% | Reduce |
 BLOCK INCXYZ |
| 1.59% | 1.3% | $428.1M | 5.6M | $331.6M | 5.5M | +121,670+2.21% | Add |
 BROADCOM INCAVGO |
| 1.58% | 1.7% | $425.7M | 1.1M | $434.2M | 1.4M | -275,923-19.67% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.45% | — | $390.7M | 672,555 | $0 | 0 | +672,555 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.44% | — | $389.0M | 2.3M | $0 | 0 | +2.3M | New Buy |
 NETFLIX INCNFLX |
| 1.42% | 3.55% | $381.0M | 5.3M | $905.2M | 9.4M | -4.1M-43.32% | Reduce |
| SSAMSARA INC CLASS AIOT |
| 1.37% | 1.95% | $368.0M | 11.3M | $496.2M | 15.7M | -4.3M-27.52% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.29% | — | $348.1M | 153,093 | $0 | 0 | +153,093 | New Buy |
 CARLISLE COS INCCSL |
| 1.08% | 1.2% | $290.2M | 799,872 | $306.8M | 919,614 | -119,742-13.02% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 1.07% | 1.54% | $287.3M | 3.0M | $391.6M | 4.7M | -1.7M-36.59% | Reduce |
 ARGENX SE SPONSORED ADRARGX |
| 1.03% | 0.97% | $277.0M | 298,599 | $248.5M | 340,285 | -41,686-12.25% | Reduce |
| OON HLDG AGONON |
| 0.98% | 0.84% | $265.1M | 7.5M | $215.2M | 6.3M | +1.2M+18.33% | Add |
 DATADOG INCDDOG |
| 0.97% | 0.65% | $260.3M | 999,799 | $166.0M | 1.4M | -406,567-28.91% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 0.87% | — | $235.0M | 1.4M | $0 | 0 | +1.4M | New Buy |
 ARM HOLDINGS PLCARM |
| 0.85% | — | $227.9M | 642,829 | $0 | 0 | +642,829 | New Buy |
 LENNAR CORPLEN |
| 0.76% | 0.85% | $204.3M | 2.3M | $215.8M | 2.6M | -337,849-12.89% | Reduce |
 NU HLDGS LTDNU |
| 0.62% | 1.94% | $166.7M | 12.5M | $493.5M | 34.3M | -21.9M-63.67% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 0.53% | 0.52% | $143.6M | 1.5M | $132.6M | 1.6M | -50,567-3.24% | Reduce |
 MCKESSON CORP COMMCK |
| 0.51% | 0.68% | $138.7M | 183,535 | $174.2M | 201,283 | -17,748-8.82% | Reduce |
 AMPHENOL CORPAPH |
| 0.5% | 0.4% | $134.7M | 763,951 | $101.8M | 805,602 | -41,651-5.17% | Reduce |
| KKASPI KZ JSCKSPI |
| 0.49% | 0.46% | $132.6M | 1.5M | $117.5M | 1.6M | -55,317-3.49% | Reduce |
 COUPANG INC CLASS ACPNG |
| 0.49% | 0.68% | $131.3M | 7.6M | $173.2M | 9.2M | -1.6M-17.59% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 0.44% | 0.43% | $119.4M | 89,669 | $109.3M | 94,341 | -4,672-4.95% | Reduce |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 0.39% | 0.26% | $105.5M | 3.2M | $67.3M | 3.2M | -56,165-1.75% | Reduce |
 FERRARI N V COMRACE |
| 0.39% | 0.38% | $104.3M | 280,101 | $97.4M | 287,709 | -7,608-2.64% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 0.38% | 0.4% | $101.6M | 609,721 | $103.1M | 634,903 | -25,182-3.97% | Reduce |
 WOODWARD INCWWD |
| 0.24% | — | $65.4M | 153,660 | $0 | 0 | +153,660 | New Buy |
