 SOFI TECHNOLOGIES INC COMSOFI |
| 15.73% | 11.57% | $49.4M | 2.8M | $28.3M | 1.8M | +977,500+54.92% | Add |
 NU HLDGS LTDNU |
| 10.77% | 4.28% | $33.9M | 2.5M | $10.4M | 727,000 | +1.8M+248.53% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 9.24% | 6.42% | $29.0M | 50,000 | $15.7M | 77,100 | -27,100-35.15% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 5.08% | 3.96% | $16.0M | 470,000 | $9.7M | 302,000 | +168,000+55.63% | Add |
 NOVO-NORDISK A SNVO |
| 4.96% | 2.57% | $15.6M | 325,000 | $6.3M | 170,900 | +154,100+90.17% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 4.27% | 5.75% | $13.4M | 403,000 | $14.1M | 366,000 | +37,000+10.11% | Add |
 TESLA INCTSLA |
| 4.09% | 4.5% | $12.9M | 30,600 | $11.0M | 29,600 | +1,000+3.38% | Add |
 FERRARI N V COMRACE |
| 3.97% | 3.25% | $12.5M | 33,500 | $7.9M | 23,450 | +10,050+42.86% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 3.82% | 1.54% | $12.0M | 125,250 | $3.8M | 29,900 | +95,350+318.90% | Add |
| BBITMINE IMMERSION TECHS INCBMNR |
| 3.42% | 4.25% | $10.8M | 808,000 | $10.4M | 525,500 | +282,500+53.76% | Add |
 APPLE INCAAPL |
| 3.06% | 2.32% | $9.6M | 33,200 | $5.7M | 22,300 | +10,900+48.88% | Add |
 ROBINHOOD MKTS INCHOOD |
| 2.97% | 1.64% | $9.3M | 93,000 | $4.0M | 58,000 | +35,000+60.34% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.88% | 1.59% | $9.1M | 7,850 | $3.9M | 11,500 | -3,650-31.74% | Reduce |
 META PLATFORMS INCMETA |
| 2.87% | 2.07% | $9.0M | 16,000 | $5.1M | 8,850 | +7,150+80.79% | Add |
| SSTRATEGY INCMSTR |
| 2.86% | 6.42% | $9.0M | 103,500 | $15.7M | 125,700 | -22,200-17.66% | Reduce |
 AMAZON COM INCAMZN |
| 2.44% | 3.09% | $7.7M | 32,200 | $7.6M | 36,300 | -4,100-11.29% | Reduce |
| JJETBLUE AIRWAYS CORPJBLU |
| 2.32% | 2.38% | $7.3M | 1.3M | $5.8M | 1.3M | -45,000-3.42% | Reduce |
 ARM HOLDINGS PLCARM |
| 2.31% | 3.41% | $7.3M | 20,500 | $8.3M | 55,000 | -34,500-62.73% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.17% | 2.69% | $6.8M | 34,100 | $6.6M | 37,700 | -3,600-9.55% | Reduce |
| WWEDBUSH SER TRIVES |
| 1.95% | 1.83% | $6.1M | 161,000 | $4.5M | 158,000 | +3,000+1.90% | Add |
 ALPHABET INCGOOGL |
| 1.77% | 2.08% | $5.6M | 15,600 | $5.1M | 17,700 | -2,100-11.86% | Reduce |
| TTIDAL TRUST IIIGRNI |
| 1.54% | — | $4.8M | 175,000 | $0 | 0 | +175,000 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.29% | — | $4.1M | 23,800 | $0 | 0 | +23,800 | New Buy |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.88% | 4.93% | $2.8M | 30,400 | $12.0M | 150,500 | -120,100-79.80% | Reduce |
 SUPER MICRO COMPUTER INCSMCI |
| 0.77% | 0.8% | $2.4M | 82,000 | $2.0M | 86,000 | -4,000-4.65% | Reduce |
| SSHAKE SHACK INCSHAK |
| 0.71% | — | $2.2M | 40,000 | $0 | 0 | +40,000 | New Buy |
 PINTEREST INCPINS |
| 0.67% | 0.36% | $2.1M | 100,000 | $880,320 | 48,000 | +52,000+108.33% | Add |
 COINBASE GLOBALCOIN |
| 0.65% | 0.88% | $2.0M | 14,000 | $2.1M | 12,300 | +1,700+13.82% | Add |
| TTHEMES ETF TRSPCH |
| 0.35% | — | $1.1M | 71,000 | $0 | 0 | +71,000 | New Buy |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 0.19% | 0.94% | $607,250 | 35,000 | $2.3M | 152,000 | -117,000-76.97% | Reduce |
