 NVIDIA CORPORATIONNVDA |
| 19.16% | 28.57% | $1.88B | 9.4M | $1.63B | 9.3M | +77,550+0.83% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 16.24% | — | $1.60B | 7.2M | $0 | 0 | +7.2M | New Buy |
 META PLATFORMS INCMETA |
| 7.76% | 19.61% | $763.3M | 1.4M | $1.12B | 2.0M | -598,383-30.63% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.94% | 8.1% | $682.6M | 1.4M | $461.5M | 1.4M | +63,680+4.66% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 6.15% | 6.12% | $604.6M | 6.1M | $348.5M | 4.5M | +1.6M+35.00% | Add |
 ARM HOLDINGS PLCARM |
| 5.92% | 4.55% | $582.2M | 1.6M | $259.5M | 1.7M | -73,468-4.28% | Reduce |
 AMAZON COM INCAMZN |
| 5.88% | 7.64% | $578.1M | 2.4M | $435.2M | 2.1M | +335,793+16.07% | Add |
 UBER TECHNOLOGIES INCUBER |
| 5.41% | 10.06% | $532.0M | 7.4M | $573.4M | 8.0M | -599,332-7.52% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 4.99% | 5.1% | $490.2M | 1.9M | $290.5M | 1.9M | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.81% | 7.69% | $473.0M | 1.3M | $438.1M | 1.2M | +84,450+7.13% | Add |
| QQUALCOMM INCQCOM |
| 3.54% | — | $347.9M | 1.9M | $0 | 0 | +1.9M | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 3.09% | — | $303.5M | 1.8M | $0 | 0 | +1.8M | New Buy |
 MICRON TECHNOLOGY INCMU |
| 2.46% | — | $241.8M | 209,520 | $0 | 0 | +209,520 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.93% | — | $189.4M | 261,950 | $0 | 0 | +261,950 | New Buy |
 KLA CORPKLAC |
| 1.77% | — | $174.5M | 578,230 | $0 | 0 | +578,230 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.74% | — | $170.8M | 394,080 | $0 | 0 | +394,080 | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 0.92% | 1.09% | $90.2M | 899,691 | $62.3M | 899,691 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.64% | — | $62.6M | 175,180 | $0 | 0 | +175,180 | New Buy |
 SYNOPSYS INCSNPS |
| 0.64% | — | $62.6M | 140,343 | $0 | 0 | +140,343 | New Buy |
| GGRAB HOLDINGS LIMITED |
| <0.01% | — | $150,586 | 3.5M | $0 | 0 | +3.5M | New Buy |
