 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 22.38% | 5.87% | $712.0M | 737,780 | $81.5M | 208,000 | +529,780+254.70% | Add |
 MICRON TECHNOLOGY INCMU |
| 21.94% | 19.08% | $698.0M | 604,700 | $264.9M | 784,100 | -179,400-22.88% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 19.73% | 6.72% | $627.6M | 982,600 | $93.3M | 345,000 | +637,600+184.81% | Add |
 LAM RESEARCH CORPLRCX |
| 11.72% | 12.55% | $372.7M | 860,000 | $174.3M | 815,700 | +44,300+5.43% | Add |
| SSANDISK CORP COMSNDK |
| 8.5% | 0.79% | $270.3M | 118,865 | $10.9M | 17,200 | +101,665+591.08% | Add |
 BLOOM ENERGY CORPBE |
| 7.5% | 9.56% | $238.6M | 788,400 | $132.8M | 980,000 | -191,600-19.55% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.79% | 4.52% | $88.9M | 444,160 | $62.8M | 360,000 | +84,160+23.38% | Add |
| AAlphabet Inc Class CGOOG |
| 1.6% | 2.94% | $50.9M | 144,000 | $40.8M | 142,200 | +1,800+1.27% | Add |
| EETP ON S&P 500 VIX STF 2024/23-JAN-2048 (BARCLAYS)VXX |
| 0.93% | 0.79% | $29.4M | 1.3M | $11.0M | 309,000 | +1.0M+331.39% | Add |
| CCIPHER DIGITAL INCCIFR |
| 0.51% | — | $16.2M | 662,200 | $0 | 0 | +662,200 | New Buy |
 ZOOM COMMUNICATIONS INCZM |
| 0.5% | — | $15.8M | 182,800 | $0 | 0 | +182,800 | New Buy |
| QQUALCOMM INCQCOM |
| 0.49% | — | $15.7M | 85,000 | $0 | 0 | +85,000 | New Buy |
 AMAZON COM INCAMZN |
| 0.49% | 1.3% | $15.5M | 64,960 | $18.0M | 86,600 | -21,640-24.99% | Reduce |
 META PLATFORMS INCMETA |
| 0.48% | 0.79% | $15.3M | 27,200 | $11.0M | 19,200 | +8,000+41.67% | Add |
| PPROSHARES ULTRAPRO SHORT QQQSQQQ |
| 0.45% | — | $14.2M | 390,900 | $0 | 0 | +390,900 | New Buy |
