 AMAZON COM INCAMZN |
| 18.38% | 9.34% | $455.3M | 1.9M | $162.5M | 780,404 | +1.1M+144.80% | Add |
| CCORE SCIENTIFIC INC NEWCORZ |
| 14.46% | 11.39% | $358.3M | 14.0M | $198.4M | 13.3M | +742,906+5.60% | Add |
| IISHARES RUSSELLIWM |
| 10.47% | 12.93% | $259.3M | 863,141 | $225.1M | 907,801 | -44,660-4.92% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 10.14% | 12.94% | $251.2M | 336,426 | $225.2M | 346,326 | -9,900-2.86% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.89% | 7.95% | $195.5M | 409,300 | $138.3M | 409,300 | 00.00% | Unchanged |
| RRHRH |
| 5.66% | 2.42% | $140.2M | 851,276 | $42.1M | 301,276 | +550,000+182.56% | Add |
| SSOLARIS ENERGY INFRAS INCSEI |
| 5.21% | 3.63% | $129.1M | 1.6M | $63.3M | 1.1M | +484,843+43.31% | Add |
 GE VERNOVA INCGEV |
| 4.63% | 4.74% | $114.7M | 97,612 | $82.5M | 94,557 | +3,055+3.23% | Add |
| TTERAWULF INC COMWULF |
| 2.89% | — | $71.5M | 2.9M | $0 | 0 | +2.9M | New Buy |
| PPROPETRO HLDG CORPPUMP |
| 2.46% | 3.35% | $60.8M | 4.2M | $58.3M | 4.0M | +199,482+4.93% | Add |
| GGUARDIAN PHARMACY SVCS INCGRDN |
| 2.01% | 2.57% | $49.7M | 1.2M | $44.7M | 1.2M | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 1.98% | 2.06% | $49.2M | 68,275 | $35.9M | 65,461 | +2,814+4.30% | Add |
 BROADCOM INCAVGO |
| 1.93% | 2.25% | $47.8M | 126,602 | $39.2M | 126,602 | 00.00% | Unchanged |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.46% | 2.09% | $36.3M | 180,117 | $36.3M | 180,117 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.37% | 1% | $34.0M | 44,576 | $17.4M | 44,576 | 00.00% | Unchanged |
| VVANECK ETF TRUSTGDX |
| 1.29% | 2.24% | $32.1M | 425,204 | $39.0M | 425,204 | 00.00% | Unchanged |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.23% | 1.39% | $30.5M | 122,095 | $24.1M | 122,095 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 1.18% | 1.28% | $29.1M | 24,286 | $22.3M | 24,286 | 00.00% | Unchanged |
| HHDFC BANK LTDHDB |
| 1.07% | 1.47% | $26.5M | 1.0M | $25.5M | 1.0M | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 1.05% | 1.3% | $25.9M | 129,579 | $22.6M | 129,579 | 00.00% | Unchanged |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.02% | 0.5% | $25.4M | 93,353 | $8.8M | 93,353 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 1% | 1.41% | $24.8M | 66,415 | $24.6M | 66,415 | 00.00% | Unchanged |
 ZILLOW GROUP INC CL AZ |
| 0.6% | 1.13% | $14.9M | 473,329 | $19.6M | 473,329 | 00.00% | Unchanged |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.31% | — | $7.8M | 550,000 | $0 | 0 | +550,000 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 0.17% | 0.25% | $4.3M | 59,464 | $4.3M | 59,464 | 00.00% | Unchanged |
 POWER SOLUTIONS INTL INCPSIX |
| 0.13% | 0.24% | $3.2M | 81,674 | $4.2M | 69,388 | +12,286+17.71% | Add |
