 AMAZON COM INCAMZN |
| 19.03% | 14.54% | $14.0M | 58,800 | $10.1M | 48,400 | +10,400+21.49% | Add |
 DRAFTKINGS INC NEWDKNG |
| 14.64% | 13.32% | $10.8M | 427,000 | $9.2M | 427,000 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 12.25% | 13.8% | $9.0M | 18,900 | $9.6M | 28,300 | -9,400-33.22% | Reduce |
 FLUTTER ENTMT PLCFLUT |
| 12.21% | 12.94% | $9.0M | 88,000 | $9.0M | 88,000 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 11.46% | 8.86% | $8.4M | 42,200 | $6.1M | 35,200 | +7,000+19.89% | Add |
 ALPHABET INCGOOGL |
| 10.19% | — | $7.5M | 21,000 | $0 | 0 | +21,000 | New Buy |
 META PLATFORMS INCMETA |
| 8.34% | 4.54% | $6.1M | 10,900 | $3.1M | 5,500 | +5,400+98.18% | Add |
 ASML HLDG NVASML |
| 6.02% | 3.43% | $4.4M | 2,230 | $2.4M | 1,800 | +430+23.89% | Add |
| SSPORTRADAR GROUP AG CLASS A ORDSRAD |
| 4.76% | 5.65% | $3.5M | 234,100 | $3.9M | 234,100 | 00.00% | Unchanged |
| AATAIBECKLEY INCATAI |
| 1.09% | 1.56% | $805,804 | 152,904 | $1.1M | 305,802 | -152,898-50.00% | Reduce |
| MMOMENTUS INCMNTS |
| 0.01% | 0.01% | $8,750 | 500,000 | $10,200 | 500,000 | 00.00% | Unchanged |
