 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 34.4% | 33.87% | $252.4M | 528,600 | $213.4M | 631,430 | -102,830-16.29% | Reduce |
 ALPHABET INCGOOGL |
| 20.66% | 22.19% | $151.6M | 424,340 | $139.8M | 486,100 | -61,760-12.71% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 13.41% | 6.39% | $98.4M | 102,000 | $40.3M | 102,784 | -784-0.76% | Reduce |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 10.58% | 20.11% | $77.7M | 1.2M | $126.7M | 1.3M | -87,513-6.59% | Reduce |
 Pdd Holdings Inc ADRPDD |
| 5.49% | — | $40.3M | 528,100 | $0 | 0 | +528,100 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 4.66% | 7.43% | $34.2M | 292,870 | $46.8M | 319,820 | -26,950-8.43% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.5% | — | $33.0M | 66,000 | $0 | 0 | +66,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.39% | 4.54% | $32.3M | 161,180 | $28.6M | 164,040 | -2,860-1.74% | Reduce |
 BILIBILI INCBILI |
| 1.19% | 4.35% | $8.7M | 513,540 | $27.4M | 1.2M | -700,240-57.69% | Reduce |
| ZZOOZ STRATEGY LTD |
| 0.3% | 0.38% | $2.2M | 400,000 | $2.4M | 8.0M | -7.6M-95.00% | Reduce |
| VVOLATILITY SHS TRETHU |
| 0.22% | 0.5% | $1.6M | 141,500 | $3.2M | 141,500 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.11% | — | $842,919 | 3,300 | $0 | 0 | +3,300 | New Buy |
| DDIREXION SHARES ETF TRUSTSOXSGBP |
| 0.08% | — | $589,032 | 181,800 | $0 | 0 | +181,800 | New Buy |
