 MARVELL TECHNOLOGY INCMRVL |
| 13.75% | 6.69% | $116.5M | 390,954 | $51.0M | 514,600 | -123,646-24.03% | Reduce |
 AMAZON COM INCAMZN |
| 9.16% | 10.31% | $77.5M | 325,275 | $78.6M | 377,275 | -52,000-13.78% | Reduce |
 LAM RESEARCH CORPLRCX |
| 7.31% | — | $61.9M | 142,800 | $0 | 0 | +142,800 | New Buy |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 5.88% | 4.27% | $49.8M | 190,900 | $32.5M | 185,400 | +5,500+2.97% | Add |
| AAEVA TECHNOLOGIES INCAEVA |
| 5.59% | 2.07% | $47.4M | 1.6M | $15.8M | 1.2M | +449,438+37.45% | Add |
| WWOLFSPEED INCWOLF |
| 5.14% | — | $43.5M | 902,100 | $0 | 0 | +902,100 | New Buy |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 5.05% | — | $42.7M | 794,600 | $0 | 0 | +794,600 | New Buy |
 ROCKET COS INC COM CL ARKT |
| 4.84% | 3.8% | $41.0M | 2.6M | $28.9M | 2.0M | +571,200+28.12% | Add |
 BRUKER CORPBRKR |
| 4.59% | 2.61% | $38.8M | 645,400 | $19.9M | 550,000 | +95,400+17.35% | Add |
| BBAIDU INCBIDU |
| 4.55% | — | $38.5M | 337,053 | $0 | 0 | +337,053 | New Buy |
 ICICI BANK LIMITEDIBN |
| 4.43% | 4.39% | $37.5M | 1.3M | $33.5M | 1.3M | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 4.17% | — | $35.3M | 100,000 | $0 | 0 | +100,000 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 3.67% | 4.15% | $31.1M | 18,300 | $31.6M | 18,300 | 00.00% | Unchanged |
 ALIBABA GROUP HLDG LTDBABA |
| 3.63% | 5.27% | $30.8M | 320,500 | $40.2M | 320,500 | 00.00% | Unchanged |
| LLUMEXA IMAGING HOLDINGS INCLMRI |
| 3.41% | — | $28.9M | 2.6M | $0 | 0 | +2.6M | New Buy |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 3.25% | 4.56% | $27.6M | 440,000 | $34.8M | 364,700 | +75,300+20.65% | Add |
| FFUTU HLDGS LTD SPON ADS CL AFUTU |
| 2.53% | 4.1% | $21.4M | 228,700 | $31.3M | 228,700 | 00.00% | Unchanged |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 2.01% | 4.33% | $17.1M | 536,289 | $33.0M | 897,500 | -361,211-40.25% | Reduce |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 2% | — | $16.9M | 550,400 | $0 | 0 | +550,400 | New Buy |
| TTASKUS INC CLASS A COMTASK |
| 1.94% | 3.29% | $16.4M | 3.5M | $25.1M | 3.7M | -222,515-5.96% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 1.91% | — | $16.2M | 86,500 | $0 | 0 | +86,500 | New Buy |
| SSHAKE SHACK INCSHAK |
| 1.18% | 2.07% | $10.0M | 178,100 | $15.8M | 178,100 | 00.00% | Unchanged |
