| CCARVANA CO CL ACVNA |
| 13.67% | 15.34% | $51.0M | 775,000 | $43.2M | 137,500 | +637,500+463.64% | Add |
| AAPPLOVIN CORPAPP |
| 13.11% | 13.42% | $48.9M | 95,000 | $37.8M | 95,000 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 10.4% | — | $38.8M | 90,000 | $0 | 0 | +90,000 | New Buy |
 INTEL CORPINTC |
| 9.35% | — | $34.9M | 250,000 | $0 | 0 | +250,000 | New Buy |
 ALPHABET INCGOOGL |
| 8.62% | 11.48% | $32.2M | 90,000 | $32.4M | 112,500 | -22,500-20.00% | Reduce |
 META PLATFORMS INCMETA |
| 7.55% | 21.32% | $28.2M | 50,000 | $60.1M | 105,000 | -55,000-52.38% | Reduce |
| SSANDISK CORP COMSNDK |
| 5.48% | — | $20.5M | 9,000 | $0 | 0 | +9,000 | New Buy |
 NEBIUS GROUP N VNBIS |
| 4.81% | — | $18.0M | 65,000 | $0 | 0 | +65,000 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 4.55% | 10.74% | $17.0M | 10,000 | $30.3M | 17,500 | -7,500-42.86% | Reduce |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 4.42% | — | $16.5M | 200,000 | $0 | 0 | +200,000 | New Buy |
 TEXAS INSTRS INCTXN |
| 4.39% | — | $16.4M | 55,000 | $0 | 0 | +55,000 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.2% | 3% | $11.9M | 25,000 | $8.4M | 25,000 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 2.91% | 4.25% | $10.8M | 15,000 | $12.0M | 35,000 | -20,000-57.14% | Reduce |
| DDIGITALOCEAN HLDGS INCDOCN |
| 2.31% | — | $8.6M | 55,000 | $0 | 0 | +55,000 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 1.93% | 6.68% | $7.2M | 75,000 | $18.8M | 150,000 | -75,000-50.00% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 1.93% | — | $7.2M | 75,000 | $0 | 0 | +75,000 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 0.82% | — | $3.1M | 125,000 | $0 | 0 | +125,000 | New Buy |
 FOX CORPFOXA |
| 0.56% | — | $2.1M | 40,000 | $0 | 0 | +40,000 | New Buy |
