| SSANDISK CORP COMSNDK |
| 10.86% | 5.16% | $118.5M | 52,132 | $33.1M | 52,132 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 7.97% | 5.34% | $87.0M | 136,238 | $34.2M | 126,583 | +9,655+7.63% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 5.84% | 3.09% | $63.7M | 213,865 | $19.8M | 200,000 | +13,865+6.93% | Add |
 APPLIED MATLS INCAMAT |
| 5.53% | 5.41% | $60.4M | 83,541 | $34.7M | 101,510 | -17,969-17.70% | Reduce |
| TTERADYNE INCTER |
| 5.35% | 4.32% | $58.4M | 120,779 | $27.7M | 93,536 | +27,243+29.13% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 5.27% | — | $57.5M | 99,017 | $0 | 0 | +99,017 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 5.14% | — | $56.1M | 224,240 | $0 | 0 | +224,240 | New Buy |
 PALO ALTOPANW |
| 5.02% | 4.01% | $54.8M | 160,554 | $25.7M | 160,554 | 00.00% | Unchanged |
 COMPASS INCCOMP |
| 4.37% | 3.86% | $47.7M | 3.9M | $24.8M | 3.4M | +481,399+14.22% | Add |
 NU HLDGS LTDNU |
| 4.17% | 6.92% | $45.5M | 3.4M | $44.4M | 3.1M | +310,318+10.04% | Add |
| SSEMTECH CORPSMTC |
| 3.83% | — | $41.7M | 257,938 | $0 | 0 | +257,938 | New Buy |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 3.56% | — | $38.8M | 471,201 | $0 | 0 | +471,201 | New Buy |
 ASML HLDG NVASML |
| 3.52% | 4.34% | $38.4M | 19,310 | $27.9M | 21,098 | -1,788-8.47% | Reduce |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 3.48% | — | $38.0M | 506,977 | $0 | 0 | +506,977 | New Buy |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 3.13% | 4.15% | $34.2M | 131,216 | $26.6M | 151,666 | -20,450-13.48% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.89% | 4.96% | $31.6M | 157,820 | $31.8M | 182,561 | -24,741-13.55% | Reduce |
| SSentinelone INC CLASS A CORP COMMONS |
| 2.78% | 3.32% | $30.4M | 1.8M | $21.3M | 1.7M | +134,146+8.10% | Add |
| DDPC HOLDINGS PLCDPC |
| 2.63% | — | $28.7M | 584,079 | $0 | 0 | +584,079 | New Buy |
 DATADOG INCDDOG |
| 2.22% | — | $24.2M | 92,914 | $0 | 0 | +92,914 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 2.21% | — | $24.2M | 94,966 | $0 | 0 | +94,966 | New Buy |
 META PLATFORMS INCMETA |
| 2.18% | 3.5% | $23.8M | 42,230 | $22.5M | 39,285 | +2,945+7.50% | Add |
 NETFLIX INCNFLX |
| 2.02% | 7.44% | $22.1M | 309,505 | $47.8M | 496,791 | -187,286-37.70% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.26% | 2.31% | $13.7M | 8,075 | $14.8M | 8,559 | -484-5.65% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 1.23% | — | $13.4M | 141,800 | $0 | 0 | +141,800 | New Buy |
 COHERENT CORPCOHR |
| 1.19% | 3.49% | $13.0M | 32,965 | $22.4M | 94,063 | -61,098-64.95% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 1.17% | — | $12.8M | 134,700 | $0 | 0 | +134,700 | New Buy |
 OKTA INC CLASS AOKTA |
| 1.17% | — | $12.8M | 93,900 | $0 | 0 | +93,900 | New Buy |
