 INTEL CORPINTC |
| 13.15% | 2.61% | $82.0M | 586,946 | $12.5M | 284,271 | +302,675+106.47% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 12.34% | — | $76.9M | 258,070 | $0 | 0 | +258,070 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 12.14% | 1.9% | $75.6M | 158,390 | $9.1M | 27,000 | +131,390+486.63% | Add |
| SSANDISK CORP COMSNDK |
| 10.39% | — | $64.8M | 28,484 | $0 | 0 | +28,484 | New Buy |
 META PLATFORMS INCMETA |
| 9.23% | 16.05% | $57.5M | 102,040 | $77.2M | 135,000 | -32,960-24.41% | Reduce |
| AAlphabet Inc Class CGOOG |
| 9.04% | 4.99% | $56.3M | 159,334 | $24.0M | 83,700 | +75,634+90.36% | Add |
 WESTERN DIGITAL CORPWDC |
| 6.57% | — | $40.9M | 64,052 | $0 | 0 | +64,052 | New Buy |
 Pdd Holdings Inc ADRPDD |
| 2.82% | 7.23% | $17.6M | 230,128 | $34.8M | 340,228 | -110,100-32.36% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.27% | — | $14.1M | 14,652 | $0 | 0 | +14,652 | New Buy |
 CENTRUS ENERGY CORP CL ALEU |
| 2.07% | 3.96% | $12.9M | 76,946 | $19.1M | 109,860 | -32,914-29.96% | Reduce |
| PPROSHARES ULTRA GOLD ETFBITU |
| 2% | 8.91% | $12.5M | 284,736 | $42.9M | 697,739 | -413,003-59.19% | Reduce |
 CORNING INCGLW |
| 1.92% | — | $12.0M | 46,800 | $0 | 0 | +46,800 | New Buy |
 NU HLDGS LTDNU |
| 1.91% | — | $11.9M | 889,639 | $0 | 0 | +889,639 | New Buy |
 TRIP COM GROUP LTDTCOM |
| 1.84% | 3.37% | $11.4M | 287,220 | $16.2M | 325,920 | -38,700-11.87% | Reduce |
 COHERENT CORPCOHR |
| 1.83% | — | $11.4M | 28,939 | $0 | 0 | +28,939 | New Buy |
 ZOOM COMMUNICATIONS INCZM |
| 1.67% | — | $10.4M | 120,224 | $0 | 0 | +120,224 | New Buy |
| PPARAMOUNT SKYDANCE CORPPSKY |
| 1.49% | 1.42% | $9.3M | 939,682 | $6.8M | 758,191 | +181,491+23.94% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.05% | 2.65% | $6.5M | 15,675 | $12.8M | 47,184 | -31,509-66.78% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.98% | — | $6.1M | 5,280 | $0 | 0 | +5,280 | New Buy |
 GE VERNOVA INCGEV |
| 0.96% | — | $6.0M | 5,085 | $0 | 0 | +5,085 | New Buy |
| RROCKET LAB CORP COMRKLB |
| 0.86% | 4.79% | $5.4M | 52,703 | $23.1M | 359,203 | -306,500-85.33% | Reduce |
| SSO YOUNG INTERNATIONAL INCSY |
| 0.73% | 1.74% | $4.5M | 3.1M | $8.4M | 3.1M | 00.00% | Unchanged |
| PPROSHARES ULTRA SILVERAGQ |
| 0.64% | 0.69% | $4.0M | 58,920 | $3.3M | 27,765 | +31,155+112.21% | Add |
 FULL TRUCK ALLIANCE CO LTDYMM |
| 0.54% | 0.81% | $3.4M | 412,834 | $3.9M | 468,434 | -55,600-11.87% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.52% | 2.4% | $3.2M | 242,550 | $11.6M | 1.4M | -1.2M-83.12% | Reduce |
| OOKLO INCOKLO |
| 0.32% | — | $2.0M | 38,021 | $0 | 0 | +38,021 | New Buy |
| MMogu Inc ADRMOGU |
| 0.18% | 0.32% | $1.1M | 684,136 | $1.5M | 689,100 | -4,964-0.72% | Reduce |
 TENCENT MUSIC ENTMT GROUPTME |
| 0.11% | 0.18% | $695,973 | 83,350 | $878,352 | 94,650 | -11,300-11.94% | Reduce |
 MODERNA INCMRNA |
| 0.1% | — | $609,261 | 8,700 | $0 | 0 | +8,700 | New Buy |
| AASTERA LABS INCALAB |
| 0.09% | — | $586,869 | 1,215 | $0 | 0 | +1,215 | New Buy |
| YYOULIFE GROUP INCYOUL |
| 0.09% | 0.2% | $562,000 | 1.0M | $974,700 | 1.0M | 00.00% | Unchanged |
 ROBLOX CORP CL ARBLX |
| 0.09% | — | $555,274 | 10,211 | $0 | 0 | +10,211 | New Buy |
 BROADCOM INCAVGO |
| 0.07% | — | $435,168 | 1,152 | $0 | 0 | +1,152 | New Buy |
| YYUNJI INCYJ |
| 0.01% | 0.01% | $45,636 | 32,138 | $48,698 | 32,250 | -112-0.35% | Reduce |
