 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 26.96% | 14.6% | $68.1M | 70,585 | $15.7M | 40,086 | +30,499+76.08% | Add |
 WESTERN DIGITAL CORPWDC |
| 23.86% | 18.5% | $60.3M | 94,385 | $19.9M | 73,560 | +20,825+28.31% | Add |
 MICRON TECHNOLOGY INCMU |
| 23.72% | 16.01% | $59.9M | 51,918 | $17.2M | 50,979 | +939+1.84% | Add |
| SSANDISK CORP COMSNDK |
| 12.43% | 23.47% | $31.4M | 13,818 | $25.2M | 39,734 | -25,916-65.22% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.33% | 10.15% | $16.0M | 33,513 | $10.9M | 32,309 | +1,204+3.73% | Add |
| AASTERA LABS INCALAB |
| 1.43% | — | $3.6M | 7,477 | $0 | 0 | +7,477 | New Buy |
 ASML HLDG NVASML |
| 1.22% | 0.61% | $3.1M | 1,548 | $660,415 | 500 | +1,048+209.60% | Add |
 LAM RESEARCH CORPLRCX |
| 0.88% | 0.38% | $2.2M | 5,136 | $405,954 | 1,900 | +3,236+170.32% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.75% | — | $1.9M | 6,382 | $0 | 0 | +6,382 | New Buy |
| TTERAWULF INC COMWULF |
| 0.47% | 0.17% | $1.2M | 48,000 | $187,590 | 13,000 | +35,000+269.23% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.45% | 1.33% | $1.1M | 5,626 | $1.4M | 8,175 | -2,549-31.18% | Reduce |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 0.38% | — | $968,070 | 61,000 | $0 | 0 | +61,000 | New Buy |
 Xpeng Inc ADRXPEV |
| 0.36% | — | $902,968 | 68,200 | $0 | 0 | +68,200 | New Buy |
| HHUT 8 CORPHUT |
| 0.34% | — | $854,293 | 7,400 | $0 | 0 | +7,400 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 0.31% | — | $793,800 | 32,400 | $0 | 0 | +32,400 | New Buy |
| MMAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.07% | — | $182,224 | 200,000 | $0 | 0 | +200,000 | New Buy |
 Block IncXYZ |
| 0.04% | 0.09% | $94,964 | 100,000 | $93,734 | 100,000 | 00.00% | Unchanged |
