 TESLA INCTSLA |
| 7.51% | 8.18% | $1.16B | 2.8M | $1.05B | 2.8M | -71,529-2.53% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.32% | 4.29% | $822.8M | 1.4M | $551.9M | 2.7M | -1.3M-47.79% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 4.95% | — | $765.1M | 4.5M | $0 | 0 | +4.5M | New Buy |
| TTEMPUS AI INCTEM |
| 3.76% | 3.38% | $580.6M | 10.0M | $434.5M | 9.6M | +414,889+4.32% | Add |
 ROBINHOOD MKTS INCHOOD |
| 3.4% | 3.24% | $525.1M | 5.2M | $416.0M | 6.0M | -767,030-12.78% | Reduce |
 CRISPR THERAPEUTICSCRSP |
| 3.34% | 4.19% | $516.0M | 9.5M | $538.2M | 11.3M | -1.9M-16.38% | Reduce |
 SHOPIFY INCSHOP |
| 3.07% | 3.85% | $474.5M | 4.2M | $495.6M | 4.2M | -21,727-0.52% | Reduce |
| TTWIST BIOSCIENCE CORPTWST |
| 3.03% | 2.34% | $468.1M | 4.5M | $301.4M | 6.3M | -1.8M-28.27% | Reduce |
| 110X GENOMICS INCTXG |
| 2.48% | 1.93% | $383.5M | 10.0M | $248.8M | 11.7M | -1.7M-14.63% | Reduce |
 AMAZON COM INCAMZN |
| 2.45% | 2.19% | $379.2M | 1.6M | $282.3M | 1.4M | +235,894+17.41% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.42% | 3.54% | $374.8M | 3.2M | $454.9M | 3.1M | +102,405+3.29% | Add |
| AAlphabet Inc Class CGOOG |
| 2.38% | 1.61% | $368.6M | 1.0M | $206.7M | 720,414 | +322,920+44.82% | Add |
 COINBASE GLOBALCOIN |
| 2.38% | 3.22% | $367.1M | 2.5M | $414.3M | 2.4M | +138,435+5.83% | Add |
 ROBLOX CORP CL ARBLX |
| 2.27% | 2.59% | $351.6M | 6.5M | $333.5M | 5.9M | +569,784+9.66% | Add |
| BBEAM THERAPEUTICS INCBEAM |
| 2.27% | 2.25% | $351.3M | 10.2M | $289.1M | 12.1M | -1.9M-15.65% | Reduce |
| TTERADYNE INCTER |
| 2.02% | 2.87% | $312.0M | 644,782 | $369.1M | 1.2M | -600,340-48.22% | Reduce |
| IINTELLIA THERAPEUTICS INCNTLA |
| 1.85% | 1.45% | $285.5M | 16.9M | $186.0M | 14.5M | +2.4M+16.31% | Add |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 1.85% | 3.35% | $285.5M | 4.6M | $430.2M | 4.5M | +48,680+1.08% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.79% | 1.4% | $276.4M | 1.4M | $180.6M | 1.0M | +345,821+33.40% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 1.71% | 1.53% | $264.5M | 2.7M | $196.6M | 2.5M | +119,067+4.69% | Add |
 DEERE & CODE |
| 1.61% | 1.75% | $249.3M | 393,025 | $224.8M | 399,074 | -6,049-1.52% | Reduce |
 BLOCK INCXYZ |
| 1.52% | 1.45% | $235.4M | 3.1M | $186.2M | 3.1M | +4,037+0.13% | Add |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.51% | 1.91% | $233.0M | 4.7M | $246.2M | 3.5M | +1.2M+33.84% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.49% | 1.65% | $230.3M | 482,286 | $212.1M | 627,704 | -145,418-23.17% | Reduce |
 NATERA INCNTRA |
| 1.21% | 1.06% | $187.0M | 688,855 | $136.8M | 684,255 | +4,600+0.67% | Add |
 ILLUMINA INCILMN |
| 1.19% | 1.08% | $183.7M | 1.0M | $139.2M | 1.1M | -84,449-7.48% | Reduce |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.09% | — | $169.0M | 764,613 | $0 | 0 | +764,613 | New Buy |
| RROCKET LAB CORP COMRKLB |
| 1.07% | 1.12% | $165.8M | 1.6M | $144.1M | 2.2M | -612,449-27.30% | Reduce |
| BBullish Ordinary SharesBLSH |
| 1.02% | 1.82% | $158.1M | 6.7M | $234.5M | 6.6M | +184,147+2.81% | Add |
 BROADCOM INCAVGO |
| 1% | 0.98% | $153.8M | 407,202 | $126.2M | 407,803 | -601-0.15% | Reduce |
| RRECURSION PHARMACEUTICALCLASS ARXRX |
| 0.98% | 0.96% | $151.7M | 41.3M | $123.5M | 40.2M | +1.1M+2.80% | Add |
| AARCHER AVIATION INCACHR |
| 0.98% | 1.51% | $151.2M | 32.0M | $193.5M | 37.4M | -5.5M-14.62% | Reduce |
| AABSCI CORPORATION COMABSI |
| 0.97% | 0.32% | $149.8M | 12.9M | $41.2M | 13.7M | -800,898-5.83% | Reduce |
| VVERACYTE INCVCYT |
| 0.87% | 0.76% | $134.8M | 2.3M | $98.4M | 3.1M | -757,867-24.82% | Reduce |
 META PLATFORMS INCMETA |
| 0.87% | 0.69% | $134.6M | 238,973 | $88.1M | 153,996 | +84,977+55.18% | Add |
| AARK 21SHARES BITCOIN ETFARKB |
| 0.81% | 1.17% | $125.6M | 6.5M | $150.6M | 6.7M | -243,641-3.64% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.81% | 1.05% | $125.3M | 431,179 | $134.5M | 389,694 | +41,485+10.65% | Add |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.76% | 1.49% | $117.3M | 8.8M | $191.8M | 9.7M | -887,577-9.15% | Reduce |
 PERSONALIS INCPSNL |
| 0.72% | 0.39% | $110.8M | 8.3M | $50.6M | 7.9M | +327,227+4.12% | Add |
 GENEDX HOLDINGS CORPWGS |
| 0.72% | 0.66% | $110.5M | 1.6M | $85.1M | 1.3M | +285,606+21.56% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 0.69% | 0.99% | $107.0M | 549,881 | $127.3M | 622,546 | -72,665-11.67% | Reduce |
 AEROVIRONMENT INCAVAV |
| 0.65% | 0.8% | $100.3M | 607,502 | $102.4M | 559,254 | +48,248+8.63% | Add |
| XX-ENERGY INCXE |
| 0.64% | — | $99.4M | 5.4M | $0 | 0 | +5.4M | New Buy |
 ELI LILLY & COLLY |
| 0.6% | 0.09% | $92.7M | 77,254 | $11.7M | 12,676 | +64,578+509.45% | Add |
 ROKU INC COM CL AROKU |
| 0.53% | 2.81% | $82.3M | 595,880 | $361.5M | 3.8M | -3.2M-84.40% | Reduce |
 GUARDANT HEALTH INCGH |
| 0.49% | 0.35% | $76.0M | 506,416 | $45.0M | 486,675 | +19,741+4.06% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.47% | 0.32% | $72.1M | 94,500 | $41.3M | 105,866 | -11,366-10.74% | Reduce |
| DDOORDASH INCDASH |
| 0.45% | 0.4% | $70.1M | 380,139 | $52.0M | 346,147 | +33,992+9.82% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.44% | — | $68.6M | 269,539 | $0 | 0 | +269,539 | New Buy |
 TRIMBLE INC COMTRMB |
| 0.44% | 0.63% | $68.2M | 1.3M | $81.4M | 1.2M | +83,755+6.71% | Add |
