| SSANDISK CORP COMSNDK |
| 11.43% | 2.23% | $2.69B | 1.2M | $352.3M | 554,438 | +630,254+113.67% | Add |
| IINVESCO QQQ TRVOO |
| 11.1% | 10.8% | $2.62B | 3.6M | $1.71B | 3.0M | +592,389+20.02% | Add |
 BROADCOM INCAVGO |
| 4.08% | 6.89% | $961.6M | 2.5M | $1.09B | 3.5M | -975,424-27.70% | Reduce |
 MICROSOFT CORPMSFT |
| 3.82% | 4.35% | $901.2M | 2.4M | $687.7M | 1.9M | +558,181+30.05% | Add |
 APPLIED OPTOELECTRONICS INCAAOI |
| 3.59% | 0.15% | $846.0M | 5.7M | $24.5M | 289,167 | +5.4M+1,874.73% | Add |
| AAST SPACEMOBILE INC COM CL AASTS |
| 3.35% | 1.65% | $790.4M | 8.9M | $261.4M | 3.2M | +5.7M+182.01% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 3.08% | 0.83% | $725.0M | 2.4M | $131.8M | 1.3M | +1.1M+82.93% | Add |
 LUMENTUM HLDGS INCLITE |
| 2.67% | 4.36% | $628.5M | 732,513 | $690.2M | 982,171 | -249,658-25.42% | Reduce |
 ELI LILLY & COLLY |
| 2.41% | 2.45% | $569.0M | 474,397 | $386.9M | 420,674 | +53,723+12.77% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.25% | 2.14% | $530.3M | 2.7M | $337.7M | 1.9M | +713,509+36.84% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 2.02% | 3.37% | $477.1M | 1.1M | $532.4M | 2.0M | -819,594-41.65% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.82% | 0.01% | $428.0M | 1.2M | $965,284 | 3,365 | +1.2M+35,902.11% | Add |
 TESLA INCTSLA |
| 1.74% | 2.71% | $410.9M | 977,026 | $428.5M | 1.2M | -175,750-15.25% | Reduce |
| AAXT INCAXTI |
| 1.7% | <0.01% | $401.0M | 5.6M | $456,353 | 8,009 | +5.6M+69,370.55% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.65% | — | $388.4M | 2.3M | $0 | 0 | +2.3M | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 1.64% | 2.41% | $385.5M | 381,136 | $381.3M | 450,699 | -69,563-15.43% | Reduce |
 SERVICENOW INCNOW |
| 1.63% | 0.02% | $383.5M | 3.9M | $2.7M | 25,765 | +3.8M+14,894.32% | Add |
 ALPHABET INCGOOGL |
| 1.51% | 0.87% | $355.6M | 995,130 | $137.2M | 477,291 | +517,839+108.50% | Add |
| SSTRATEGY INCMSTR |
| 1.35% | 2.74% | $317.9M | 3.7M | $434.0M | 3.5M | +180,056+5.18% | Add |
| IISHARES RUSSELLIWM |
| 1.35% | 0.86% | $317.3M | 1.1M | $136.4M | 550,000 | +506,000+92.00% | Add |
 COINSHARES BITCOIN ETFCPNG |
| 1.27% | 2.05% | $300.2M | 18.1M | $324.1M | 16.9M | +1.2M+7.08% | Add |
 AMAZON COM INCAMZN |
| 1.24% | 0.22% | $292.6M | 1.2M | $35.4M | 170,175 | +1.1M+621.46% | Add |
 GE VERNOVA INCGEV |
| 1.21% | 1.13% | $286.3M | 243,694 | $178.6M | 204,574 | +39,120+19.12% | Add |
| RROUNDHILL ETF TRUSTNCLD |
| 1.04% | — | $244.7M | 3.3M | $0 | 0 | +3.3M | New Buy |
| IIONQ INCIONQ |
| 1.02% | 0.73% | $240.1M | 4.5M | $115.5M | 4.0M | +501,699+12.52% | Add |
 NEBIUS GROUP N VNBIS |
| 0.91% | 0.47% | $214.2M | 775,567 | $74.0M | 713,063 | +62,504+8.77% | Add |
 ORACLE CORPORCL |
| 0.82% | 0.9% | $193.7M | 1.3M | $141.6M | 962,687 | +359,247+37.32% | Add |
 ADOBE INC COMADBE |
| 0.8% | 0.1% | $188.2M | 917,825 | $15.7M | 64,752 | +853,073+1,317.45% | Add |
 VERTIV HOLDINGS COVRT |
| 0.76% | 0.38% | $179.1M | 535,002 | $60.1M | 240,021 | +294,981+122.90% | Add |
 CORNING INCGLW |
| 0.74% | 0.1% | $173.8M | 680,452 | $15.7M | 115,774 | +564,678+487.74% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.73% | 1.88% | $172.6M | 5.2M | $298.0M | 7.8M | -2.6M-33.17% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.7% | 0.34% | $165.8M | 143,678 | $53.5M | 158,253 | -14,575-9.21% | Reduce |
 TRAVELERS COSTRV |
| 0.7% | — | $165.3M | 500,653 | $0 | 0 | +500,653 | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 0.69% | 0.59% | $162.3M | 1.6M | $93.3M | 1.3M | +272,863+20.28% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.68% | 0.06% | $161.2M | 322,132 | $8.8M | 18,344 | +303,788+1,656.06% | Add |
 AMGEN INC COMAMGN |
| 0.6% | 0.01% | $142.2M | 392,671 | $802,922 | 2,282 | +390,389+17,107.32% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.55% | 3.48% | $129.9M | 252,917 | $550.4M | 1.1M | -848,697-77.04% | Reduce |
| NNUSCALE PWR CORP CLASS ASMR |
| 0.54% | 0.62% | $127.5M | 12.7M | $98.6M | 9.1M | +3.6M+39.71% | Add |
 REDDIT INC CL ARDDT |
| 0.49% | 0.66% | $116.2M | 669,443 | $104.9M | 779,189 | -109,746-14.08% | Reduce |
 SUPER MICRO COMPUTER INCSMCI |
| 0.47% | 0.32% | $111.9M | 3.8M | $51.1M | 2.2M | +1.6M+69.96% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.47% | 0.47% | $110.8M | 161,357 | $75.0M | 125,442 | +35,915+28.63% | Add |
| IISHARES TRFXI |
| 0.47% | 0.09% | $110.7M | 3.5M | $14.7M | 409,498 | +3.1M+756.13% | Add |
| MMARA HLDGS INCMARA |
| 0.47% | 0.43% | $110.5M | 8.0M | $67.8M | 8.3M | -361,889-4.35% | Reduce |
 INTUITINTU |
| 0.46% | 1.11% | $108.3M | 415,121 | $175.7M | 406,261 | +8,860+2.18% | Add |
 IREN LTDIREN |
| 0.44% | 0.85% | $102.7M | 2.2M | $134.3M | 3.9M | -1.7M-42.70% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.4% | 0.03% | $94.5M | 266,382 | $4.7M | 31,039 | +235,343+758.22% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.4% | — | $93.4M | 422,732 | $0 | 0 | +422,732 | New Buy |
| CCOREWEAVE INC CLASS ACRWV |
| 0.39% | 0.41% | $91.5M | 919,390 | $65.5M | 844,934 | +74,456+8.81% | Add |
 BLOOM ENERGY CORPBE |
| 0.38% | 0.03% | $88.7M | 292,906 | $4.1M | 30,565 | +262,341+858.31% | Add |
 INTEL CORPINTC |
| 0.36% | 0.18% | $84.1M | 602,512 | $29.2M | 660,674 | -58,162-8.80% | Reduce |
