 TESLA INCTSLA |
| 13.69% | 13.7% | $516.6M | 1.2M | $429.8M | 1.2M | +72,118+6.24% | Add |
 ALPHABET INCGOOGL |
| 13.07% | 11.35% | $493.3M | 1.4M | $356.1M | 1.2M | +142,163+11.48% | Add |
 AMAZON COM INCAMZN |
| 7.75% | 9.81% | $292.6M | 1.2M | $307.8M | 1.5M | -250,470-16.95% | Reduce |
 ASML HLDG NVASML |
| 7.24% | 6.3% | $273.2M | 137,309 | $197.6M | 149,613 | -12,304-8.22% | Reduce |
 META PLATFORMS INCMETA |
| 7.09% | 10.34% | $267.5M | 474,893 | $324.4M | 566,975 | -92,082-16.24% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.73% | 7.14% | $254.2M | 1.3M | $224.1M | 1.3M | -14,478-1.13% | Reduce |
 BLOCK INCXYZ |
| 5.4% | 4.81% | $203.9M | 2.7M | $151.1M | 2.5M | +172,848+6.89% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 5.33% | — | $201.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
 MICROSOFT CORPMSFT |
| 5.18% | 5.22% | $195.6M | 524,265 | $163.8M | 442,511 | +81,754+18.48% | Add |
 ARM HOLDINGS PLCARM |
| 4.99% | 7.71% | $188.4M | 531,331 | $241.8M | 1.6M | -1.1M-66.76% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 4.42% | 4.11% | $166.8M | 419,329 | $129.0M | 279,907 | +139,422+49.81% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 3.44% | 4.56% | $129.7M | 1.1M | $143.1M | 977,953 | +133,527+13.65% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.34% | — | $126.2M | 264,296 | $0 | 0 | +264,296 | New Buy |
 AXON ENTERPRISEAXON |
| 3.17% | 2.99% | $119.7M | 213,509 | $93.8M | 220,956 | -7,447-3.37% | Reduce |
 VISA INCV |
| 2.34% | 2.07% | $88.3M | 257,309 | $64.9M | 214,649 | +42,660+19.87% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.93% | 1.78% | $73.0M | 142,097 | $55.9M | 111,915 | +30,182+26.97% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.7% | 2% | $64.3M | 68,762 | $62.9M | 63,106 | +5,656+8.96% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.31% | 3.66% | $49.5M | 107,725 | $114.8M | 236,657 | -128,932-54.48% | Reduce |
| DDUTCH BROS INCBROS |
| 1.14% | — | $42.9M | 598,044 | $0 | 0 | +598,044 | New Buy |
 SERVICENOW INCNOW |
| 0.72% | 1.21% | $27.3M | 274,946 | $38.0M | 363,066 | -88,120-24.27% | Reduce |
