 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 17.73% | 21.3% | $160.1M | 335,149 | $113.8M | 336,785 | -1,636-0.49% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 7.05% | 8.35% | $63.6M | 109,500 | $44.6M | 219,251 | -109,751-50.06% | Reduce |
| AASTERA LABS INCALAB |
| 6.73% | — | $60.7M | 125,750 | $0 | 0 | +125,750 | New Buy |
| GGITLAB INCGTLB |
| 6.58% | 4.74% | $59.4M | 1.9M | $25.3M | 1.2M | +775,000+66.24% | Add |
 BROADCOM INCAVGO |
| 6.41% | 8.68% | $57.9M | 153,250 | $46.4M | 149,800 | +3,450+2.30% | Add |
| AAMKOR TECHNOLOGY INCAMKR |
| 5.7% | 3.43% | $51.5M | 596,783 | $18.3M | 406,990 | +189,793+46.63% | Add |
 JFROG LTDFROG |
| 5.18% | 5.05% | $46.8M | 514,500 | $27.0M | 575,000 | -60,500-10.52% | Reduce |
| MMKS INC.MKSI |
| 5.11% | 5.26% | $46.2M | 103,800 | $28.1M | 122,264 | -18,464-15.10% | Reduce |
| CCHIME FINL INCCHYM |
| 4.99% | 7.28% | $45.0M | 2.2M | $38.9M | 2.1M | +121,474+5.85% | Add |
 COUPANG INC CLASS ACPNG |
| 3.9% | 3.72% | $35.2M | 2.0M | $19.9M | 1.1M | +973,043+92.50% | Add |
| TTOAST INC CL ATOST |
| 3.6% | — | $32.5M | 1.2M | $0 | 0 | +1.2M | New Buy |
 REDDIT INC CL ARDDT |
| 3.51% | — | $31.7M | 182,500 | $0 | 0 | +182,500 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 3.03% | 8.89% | $27.4M | 136,720 | $47.5M | 272,214 | -135,494-49.77% | Reduce |
 BLOOM ENERGY CORPBE |
| 2.82% | 1.28% | $25.5M | 84,167 | $6.9M | 50,625 | +33,542+66.26% | Add |
 ASML HLDG NVASML |
| 2.41% | 2.71% | $21.8M | 10,957 | $14.5M | 10,946 | +11+0.10% | Add |
 MERCADOLIBRE INC COMMELI |
| 2.4% | — | $21.6M | 12,750 | $0 | 0 | +12,750 | New Buy |
| CCELLEBRITE DI LTDCLBT |
| 2.12% | 1.65% | $19.2M | 1.3M | $8.8M | 640,925 | +671,830+104.82% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.97% | — | $17.8M | 70,000 | $0 | 0 | +70,000 | New Buy |
 MONGODB INC CL AMDB |
| 1.86% | — | $16.8M | 50,000 | $0 | 0 | +50,000 | New Buy |
 ALPHABET INCGOOGL |
| 1.69% | 2.29% | $15.2M | 42,650 | $12.2M | 42,500 | +150+0.35% | Add |
 AMAZON COM INCAMZN |
| 1.35% | 4.87% | $12.2M | 51,000 | $26.0M | 124,800 | -73,800-59.13% | Reduce |
 DATADOG INCDDOG |
| 1.15% | 0.88% | $10.4M | 40,000 | $4.7M | 40,000 | 00.00% | Unchanged |
| RROUNDHILL ETF TRUSTNCLD |
| 0.98% | — | $8.9M | 120,000 | $0 | 0 | +120,000 | New Buy |
 NXP SEMICONDUCTORS N VNXPI |
| 0.72% | 0.94% | $6.5M | 23,003 | $5.0M | 25,500 | -2,497-9.79% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.46% | 0.63% | $4.2M | 10,523 | $3.3M | 10,500 | +23+0.22% | Add |
| QQUANTINUUM INCQNT |
| 0.32% | — | $2.9M | 35,242 | $0 | 0 | +35,242 | New Buy |
| GGDS HLDGS LTDGDS |
| 0.24% | 0.54% | $2.2M | 71,790 | $2.9M | 71,642 | +148+0.21% | Add |
