| SSANDISK CORP COMSNDK |
| 40.5% | 20.72% | $227.4M | 100,000 | $23.7M | 100,000 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 14.26% | — | $80.0M | 400,000 | $0 | 0 | +400,000 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 10.35% | 28.04% | $58.1M | 100,000 | $32.1M | 150,000 | -50,000-33.33% | Reduce |
 REDDIT INC CL ARDDT |
| 6.18% | — | $34.7M | 200,000 | $0 | 0 | +200,000 | New Buy |
 VERTIV HOLDINGS COVRT |
| 5.96% | 14.14% | $33.5M | 100,000 | $16.2M | 100,000 | 00.00% | Unchanged |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 5.94% | — | $33.3M | 100,000 | $0 | 0 | +100,000 | New Buy |
 BLOOM ENERGY CORPBE |
| 5.39% | 7.58% | $30.3M | 100,000 | $8.7M | 100,000 | 00.00% | Unchanged |
| VVIAVI SOLUTIONS INCVIAV |
| 4.25% | 3.11% | $23.9M | 500,000 | $3.6M | 200,000 | +300,000+150.00% | Add |
| VVICTORIAS SECRETVSXY |
| 2.97% | — | $16.7M | 200,000 | $0 | 0 | +200,000 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 1.71% | 19.19% | $9.6M | 100,000 | $22.0M | 150,000 | -50,000-33.33% | Reduce |
| LLEMONADE INCLMND |
| 1.16% | 6.21% | $6.5M | 100,000 | $7.1M | 100,000 | 00.00% | Unchanged |
| BBANDWIDTH INC COM CL ABAND |
| 1.13% | — | $6.3M | 100,000 | $0 | 0 | +100,000 | New Buy |
| SSOUND GROUP INCSOGP |
| 0.2% | 1.01% | $1.1M | 100,000 | $1.2M | 100,000 | 00.00% | Unchanged |
