| CCARVANA CO CL ACVNA |
| 47.19% | 39.03% | $151.5M | 2.3M | $114.8M | 365,220 | +1.9M+530.06% | Add |
 AMAZON COM INCAMZN |
| 17.41% | 17.91% | $55.9M | 234,500 | $52.7M | 253,000 | -18,500-7.31% | Reduce |
 ALPHABET INCGOOGL |
| 9.05% | 8.34% | $29.0M | 81,275 | $24.5M | 85,275 | -4,000-4.69% | Reduce |
 META PLATFORMS INCMETA |
| 7.85% | 8.7% | $25.2M | 44,750 | $25.6M | 44,750 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 6.92% | 6.59% | $22.2M | 43,100 | $19.4M | 48,700 | -5,600-11.50% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.55% | 3.08% | $11.4M | 57,000 | $9.1M | 52,000 | +5,000+9.62% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.83% | — | $5.9M | 5,100 | $0 | 0 | +5,100 | New Buy |
 FLUTTER ENTMT PLCFLUT |
| 1.54% | 2.97% | $4.9M | 48,276 | $8.7M | 85,776 | -37,500-43.72% | Reduce |
 NETFLIX INCNFLX |
| 1.5% | 3.02% | $4.8M | 67,300 | $8.9M | 92,300 | -25,000-27.09% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.38% | — | $4.4M | 1,950 | $0 | 0 | +1,950 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.02% | — | $3.3M | 12,000 | $0 | 0 | +12,000 | New Buy |
| RROUNDHILL ETF TRUSTNCLD |
| 0.51% | — | $1.6M | 22,000 | $0 | 0 | +22,000 | New Buy |
 ACV AUCTIONS INCACVA |
| 0.25% | 1.28% | $805,280 | 112,000 | $3.8M | 887,000 | -775,000-87.37% | Reduce |
