 NVIDIA CORPORATIONNVDA |
| 11.55% | 7.84% | $205.9M | 1.0M | $19.4M | 111,190 | +918,025+825.64% | Add |
| AASTERA LABS INCALAB |
| 9.44% | — | $168.4M | 348,617 | $0 | 0 | +348,617 | New Buy |
 ALPHABET INCGOOGL |
| 7.95% | 3.65% | $141.8M | 396,788 | $9.0M | 31,379 | +365,409+1,164.50% | Add |
 META PLATFORMS INCMETA |
| 5.45% | 6.47% | $97.1M | 172,439 | $16.0M | 27,988 | +144,451+516.12% | Add |
| AAPPLOVIN CORPAPP |
| 4.81% | 3.29% | $85.9M | 166,642 | $8.1M | 20,445 | +146,197+715.07% | Add |
 NATERA INCNTRA |
| 4.51% | 3.24% | $80.4M | 296,228 | $8.0M | 40,033 | +256,195+639.96% | Add |
 ROBINHOOD MKTS INCHOOD |
| 4.33% | 2.78% | $77.3M | 770,540 | $6.9M | 99,412 | +671,128+675.10% | Add |
 VEEVA SYS INCVEEV |
| 3.86% | 2.88% | $68.8M | 387,698 | $7.1M | 40,574 | +347,124+855.53% | Add |
 REDDIT INC CL ARDDT |
| 3.39% | 2.24% | $60.4M | 348,050 | $5.5M | 41,206 | +306,844+744.66% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 3.22% | 2.04% | $57.4M | 704,065 | $5.0M | 109,917 | +594,148+540.54% | Add |
 AXON ENTERPRISEAXON |
| 3.17% | 2.75% | $56.6M | 100,954 | $6.8M | 16,049 | +84,905+529.04% | Add |
| RROCKET LAB CORP COMRKLB |
| 3.05% | 3.08% | $54.3M | 534,286 | $7.6M | 118,539 | +415,747+350.73% | Add |
 ARISTA NETWORKS INCANET |
| 2.82% | 5.02% | $50.3M | 296,010 | $12.4M | 101,192 | +194,818+192.52% | Add |
 MONGODB INC CL AMDB |
| 2.79% | 2.26% | $49.7M | 147,928 | $5.6M | 22,881 | +125,047+546.51% | Add |
 ROKU INC COM CL AROKU |
| 2.64% | 2.16% | $47.0M | 340,273 | $5.3M | 56,514 | +283,759+502.10% | Add |
| TTEMPUS AI INCTEM |
| 2.5% | — | $44.6M | 770,707 | $0 | 0 | +770,707 | New Buy |
| DDOORDASH INCDASH |
| 2.49% | 3.22% | $44.4M | 240,416 | $8.0M | 53,120 | +187,296+352.59% | Add |
 EXELIXIS INCEXEL |
| 2.3% | 2.97% | $41.1M | 754,664 | $7.4M | 171,479 | +583,185+340.09% | Add |
 VIRTU FINL INCVIRT |
| 2.27% | — | $40.4M | 678,658 | $0 | 0 | +678,658 | New Buy |
 DRAFTKINGS INC NEWDKNG |
| 2.2% | — | $39.2M | 1.6M | $0 | 0 | +1.6M | New Buy |
 MONOLITHIC PWR SYS INCMPWR |
| 2.15% | — | $38.4M | 27,772 | $0 | 0 | +27,772 | New Buy |
| TTOAST INC CL ATOST |
| 2.09% | 2.55% | $37.2M | 1.3M | $6.3M | 238,280 | +1.1M+461.67% | Add |
 MEDPACE HLDGS INCMEDP |
| 2.03% | 2.74% | $36.2M | 68,439 | $6.8M | 14,130 | +54,309+384.35% | Add |
 TESLA INCTSLA |
| 1.99% | 3.59% | $35.5M | 84,312 | $8.9M | 23,903 | +60,409+252.73% | Add |
| PPEGASYSTEMS INCPEGA |
| 1.9% | 2.16% | $34.0M | 1.1M | $5.4M | 125,843 | +1.0M+800.62% | Add |
 RESMED INCRMD |
| 1.66% | 3.45% | $29.5M | 151,525 | $8.5M | 38,046 | +113,479+298.27% | Add |
 GLOBUS MED INCGMED |
| 1.64% | 2.91% | $29.2M | 370,167 | $7.2M | 83,678 | +286,489+342.37% | Add |
 UBIQUITI INCUI |
| 1.12% | 5.4% | $20.0M | 37,507 | $13.4M | 16,925 | +20,582+121.61% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.68% | 4.92% | $12.2M | 104,172 | $12.2M | 83,203 | +20,969+25.20% | Add |
