 TESLA INCTSLA |
| 31.23% | 28.23% | $41.7M | 99,165 | $36.9M | 99,165 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 8.44% | 7.55% | $11.3M | 47,315 | $9.9M | 47,315 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 7.93% | 7.07% | $10.6M | 52,919 | $9.2M | 52,919 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 7.66% | 6.17% | $10.2M | 48,922 | $8.1M | 48,922 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 7.06% | 6.04% | $9.4M | 9,326 | $7.9M | 9,326 | 00.00% | Unchanged |
 AXON ENTERPRISEAXON |
| 6.69% | 5.18% | $8.9M | 15,931 | $6.8M | 15,931 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 4.62% | 4.75% | $6.2M | 42,117 | $6.2M | 42,117 | 00.00% | Unchanged |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 4.52% | — | $6.0M | 35,298 | $0 | 0 | +35,298 | New Buy |
| BBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITBEP |
| 4.48% | 4.3% | $6.0M | 172,167 | $5.6M | 172,167 | 00.00% | Unchanged |
 AUTODESK INCADSK |
| 4.44% | 5.6% | $5.9M | 30,524 | $7.3M | 30,524 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 3.64% | 5.01% | $4.9M | 68,042 | $6.5M | 68,042 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 3.32% | 3.57% | $4.4M | 44,638 | $4.7M | 44,638 | 00.00% | Unchanged |
| AATLASSIAN CORPORATION CL ATEAM |
| 3% | — | $4.0M | 51,492 | $0 | 0 | +51,492 | New Buy |
 SALESFORCE INCCRM |
| 2.97% | 3.63% | $4.0M | 25,356 | $4.7M | 25,356 | 00.00% | Unchanged |
