 VANECK ETF TRUSTSMH |
| 8.23% | 3.3% | $468.3M | 714,000 | $122.7M | 320,000 | +394,000+123.13% | Add |
| SSANDISK CORP COMSNDK |
| 7.61% | 5.22% | $432.9M | 190,402 | $194.1M | 305,577 | -115,175-37.69% | Reduce |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 2.85% | 5.36% | $162.0M | 621,547 | $199.5M | 1.1M | -515,508-45.34% | Reduce |
| DDIGITALOCEAN HLDGS INCDOCN |
| 2.7% | 2.32% | $153.5M | 977,435 | $86.4M | 1.0M | -29,712-2.95% | Reduce |
 GUARDANT HEALTH INCGH |
| 2.55% | 3.01% | $145.2M | 967,697 | $112.0M | 1.2M | -245,218-20.22% | Reduce |
| HHUT 8 CORPHUT |
| 2.53% | — | $143.7M | 1.2M | $0 | 0 | +1.2M | New Buy |
| MMKS INC.MKSI |
| 2.5% | 1.74% | $142.3M | 319,833 | $64.9M | 282,206 | +37,627+13.33% | Add |
 NEBIUS GROUP N VNBIS |
| 2.4% | 1.69% | $136.5M | 494,416 | $62.9M | 606,000 | -111,584-18.41% | Reduce |
| SSOLARIS ENERGY INFRAS INCSEI |
| 2.39% | 3.88% | $136.2M | 1.7M | $144.3M | 2.6M | -861,217-33.72% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 2.35% | 0.62% | $134.0M | 526,409 | $23.0M | 152,700 | +373,709+244.73% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.24% | 3.66% | $127.3M | 635,977 | $136.1M | 780,477 | -144,500-18.51% | Reduce |
 DATADOG INCDDOG |
| 2.1% | 0.51% | $119.8M | 459,975 | $18.9M | 160,000 | +299,975+187.48% | Add |
 NATERA INCNTRA |
| 1.86% | 2% | $105.6M | 389,000 | $74.3M | 371,603 | +17,397+4.68% | Add |
| OONTO INNOVATION INCONTO |
| 1.54% | — | $87.8M | 232,000 | $0 | 0 | +232,000 | New Buy |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.53% | 1.38% | $87.3M | 261,815 | $51.2M | 456,375 | -194,560-42.63% | Reduce |
 COMPASS INCCOMP |
| 1.45% | 1.22% | $82.7M | 6.7M | $45.3M | 6.2M | +503,497+8.12% | Add |
 SITIME CORPSITM |
| 1.35% | 0.97% | $76.8M | 102,958 | $36.3M | 105,017 | -2,059-1.96% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.34% | — | $76.4M | 177,000 | $0 | 0 | +177,000 | New Buy |
 ABIVAX SAABVX |
| 1.34% | — | $76.0M | 570,000 | $0 | 0 | +570,000 | New Buy |
 KLA CORPKLAC |
| 1.22% | 0.4% | $69.2M | 229,500 | $14.7M | 10,000 | +219,500+2,195.00% | Add |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 1.19% | 1.16% | $67.7M | 830,247 | $43.3M | 690,144 | +140,103+20.30% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.13% | — | $64.2M | 110,500 | $0 | 0 | +110,500 | New Buy |
| OORUKA THERAPEUTICS INC COMORKA |
| 1.1% | — | $62.7M | 658,301 | $0 | 0 | +658,301 | New Buy |
 IONIS PHARMACEUTICALS INCIONS |
| 1.1% | 3.74% | $62.4M | 787,263 | $139.2M | 1.9M | -1.1M-57.54% | Reduce |
| GGLAUKOS CORP COMGKOS |
| 1.1% | — | $62.4M | 446,550 | $0 | 0 | +446,550 | New Buy |
| CCOREWEAVE INC CLASS ACRWV |
| 1.05% | 0.21% | $59.7M | 599,400 | $7.8M | 101,000 | +498,400+493.47% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.03% | 1.14% | $58.9M | 123,250 | $42.3M | 125,161 | -1,911-1.53% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.02% | 1.21% | $58.1M | 134,000 | $44.9M | 210,000 | -76,000-36.19% | Reduce |
 TWILIO INCTWLO |
| 1.02% | — | $58.0M | 280,911 | $0 | 0 | +280,911 | New Buy |
 INTEL CORPINTC |
| 0.99% | — | $56.3M | 403,000 | $0 | 0 | +403,000 | New Buy |
| RRUSH STREET INTERACTIVE INCRSI |
| 0.96% | 0.26% | $54.9M | 1.8M | $9.5M | 437,000 | +1.4M+322.08% | Add |
 EAST WEST BANCORP INCEWBC |
| 0.96% | 0.17% | $54.4M | 357,266 | $6.4M | 60,000 | +297,266+495.44% | Add |
 VERTIV HOLDINGS COVRT |
| 0.95% | 1.08% | $53.9M | 160,915 | $40.3M | 160,915 | 00.00% | Unchanged |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.94% | 0.07% | $53.6M | 197,251 | $2.7M | 29,083 | +168,168+578.23% | Add |
| FFLEX LTDFLEX |
| 0.88% | — | $50.3M | 310,618 | $0 | 0 | +310,618 | New Buy |
 ALKERMES PLCALKS |
| 0.88% | — | $49.8M | 950,234 | $0 | 0 | +950,234 | New Buy |
| HHEARTFLOW INCHTFL |
| 0.87% | 0.58% | $49.7M | 1.7M | $21.7M | 892,093 | +802,558+89.96% | Add |
 ARM HOLDINGS PLCARM |
| 0.85% | 0.02% | $48.6M | 137,000 | $756,400 | 5,000 | +132,000+2,640.00% | Add |
 APPLIED MATLS INCAMAT |
| 0.83% | — | $47.0M | 65,000 | $0 | 0 | +65,000 | New Buy |
 ALPHABET INCGOOGL |
| 0.82% | — | $46.5M | 130,000 | $0 | 0 | +130,000 | New Buy |
 BRIDGEBIO PHARMA INCBBIO |
| 0.81% | 1% | $46.3M | 621,125 | $37.3M | 502,831 | +118,294+23.53% | Add |
| FFORGENT POWER SOLUTIONS INCFPS |
| 0.81% | 0.55% | $46.1M | 825,726 | $20.5M | 700,726 | +125,000+17.84% | Add |
 XOMETRY INCXMTR |
| 0.8% | 0.78% | $45.3M | 469,000 | $29.0M | 709,579 | -240,579-33.90% | Reduce |
 ORACLE CORPORCL |
| 0.77% | 0.58% | $44.0M | 300,000 | $21.5M | 146,000 | +154,000+105.48% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.77% | — | $43.9M | 147,500 | $0 | 0 | +147,500 | New Buy |
| EESTABLISHMENT LABS HLDGS INCESTA |
| 0.74% | 0.6% | $42.2M | 491,486 | $22.3M | 392,805 | +98,681+25.12% | Add |
 MONGODB INC CL AMDB |
| 0.74% | 0.33% | $42.0M | 125,000 | $12.2M | 50,000 | +75,000+150.00% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.73% | 0.37% | $41.6M | 21,000 | $13.8M | 10,000 | +11,000+110.00% | Add |
| CCARVANA CO CL ACVNA |
| 0.72% | 1.94% | $41.1M | 625,000 | $72.2M | 229,543 | +395,457+172.28% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.68% | 0.65% | $39.0M | 61,000 | $24.3M | 90,000 | -29,000-32.22% | Reduce |
