 NVIDIA CORPORATIONNVDA |
| 14.79% | 11.75% | $13.6M | 67,799 | $10.3M | 59,294 | +8,505+14.34% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 11.72% | 8.17% | $10.8M | 22,513 | $7.2M | 21,287 | +1,226+5.76% | Add |
 ASML HLDG NVASML |
| 9.35% | — | $8.6M | 4,311 | $0 | 0 | +4,311 | New Buy |
 META PLATFORMS INCMETA |
| 8.77% | 9.33% | $8.0M | 14,282 | $8.2M | 14,362 | -80-0.56% | Reduce |
 AMAZON COM INCAMZN |
| 8.47% | 5.22% | $7.8M | 32,607 | $4.6M | 22,072 | +10,535+47.73% | Add |
 CAESARS ENTERTAINMENT INC NECZR |
| 8.26% | 31.03% | $7.6M | 251,201 | $27.3M | 1.0M | -782,240-75.69% | Reduce |
 INTEL CORPINTC |
| 7.1% | 1.98% | $6.5M | 46,666 | $1.7M | 39,400 | +7,266+18.44% | Add |
 BROADCOM INCAVGO |
| 6.84% | — | $6.3M | 16,622 | $0 | 0 | +16,622 | New Buy |
 CAPITAL ONE FINL CORPCOF |
| 4.17% | 12.72% | $3.8M | 19,061 | $11.2M | 61,403 | -42,342-68.96% | Reduce |
 IES HOLDINGS INCIESC |
| 3.36% | — | $3.1M | 4,200 | $0 | 0 | +4,200 | New Buy |
 BLOCK INCXYZ |
| 2.87% | — | $2.6M | 34,590 | $0 | 0 | +34,590 | New Buy |
 ELI LILLY & COLLY |
| 2.57% | 3.05% | $2.4M | 1,966 | $2.7M | 2,919 | -953-32.65% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.29% | 2.14% | $2.1M | 3,611 | $1.9M | 9,240 | -5,629-60.92% | Reduce |
 VISTA ENERGY S.A.B. DE C.V.VIST |
| 1.79% | — | $1.6M | 25,750 | $0 | 0 | +25,750 | New Buy |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 1.67% | — | $1.5M | 33,750 | $0 | 0 | +33,750 | New Buy |
| BBANCO MACRO S ABMA |
| 1.53% | — | $1.4M | 15,125 | $0 | 0 | +15,125 | New Buy |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.47% | — | $1.3M | 26,950 | $0 | 0 | +26,950 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 1.24% | 1.69% | $1.1M | 11,860 | $1.5M | 11,860 | 00.00% | Unchanged |
| SSTUBHUB HLDGS INCSTUB |
| 0.96% | — | $884,800 | 68,749 | $0 | 0 | +68,749 | New Buy |
| BBANCO BBVA ARGENTINA S ABBAR |
| 0.77% | — | $709,882 | 36,200 | $0 | 0 | +36,200 | New Buy |
