 NVIDIA CORPORATIONNVDA |
| 7.39% | 7.26% | $106.2M | 530,546 | $98.5M | 564,608 | -34,062-6.03% | Reduce |
 AMAZON COM INCAMZN |
| 7.36% | 7.31% | $105.7M | 443,315 | $99.1M | 475,772 | -32,457-6.82% | Reduce |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 6.61% | 6.34% | $94.9M | 5.5M | $86.0M | 5.7M | -240,110-4.20% | Reduce |
| AAlphabet Inc Class CGOOG |
| 6.36% | 3.36% | $91.3M | 258,497 | $45.6M | 158,886 | +99,611+62.69% | Add |
 META PLATFORMS INCMETA |
| 5.22% | 7.19% | $74.9M | 133,056 | $97.5M | 170,406 | -37,350-21.92% | Reduce |
| DDOORDASH INCDASH |
| 4.99% | 5.01% | $71.6M | 388,049 | $68.0M | 452,644 | -64,595-14.27% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.65% | 3.77% | $66.8M | 139,789 | $51.1M | 151,264 | -11,475-7.59% | Reduce |
 BROADCOM INCAVGO |
| 4.49% | — | $64.5M | 170,762 | $0 | 0 | +170,762 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 4.22% | 8.33% | $60.5M | 839,107 | $113.0M | 1.6M | -731,623-46.58% | Reduce |
 ARISTA NETWORKS INCANET |
| 4.2% | — | $60.3M | 354,892 | $0 | 0 | +354,892 | New Buy |
 IREN LTDIREN |
| 3.99% | — | $57.3M | 1.3M | $0 | 0 | +1.3M | New Buy |
 SYNOPSYS INCSNPS |
| 3.85% | 4.26% | $55.2M | 123,750 | $57.8M | 145,700 | -21,950-15.07% | Reduce |
 MONGODB INC CL AMDB |
| 3.72% | — | $53.4M | 158,960 | $0 | 0 | +158,960 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 3.71% | — | $53.2M | 62,015 | $0 | 0 | +62,015 | New Buy |
 BLOOM ENERGY CORPBE |
| 3.7% | 2.76% | $53.1M | 175,436 | $37.5M | 276,593 | -101,157-36.57% | Reduce |
 CELESTICA INCCLS |
| 3.53% | — | $50.7M | 138,984 | $0 | 0 | +138,984 | New Buy |
 VISA INCV |
| 3.49% | — | $50.1M | 145,955 | $0 | 0 | +145,955 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.47% | — | $49.8M | 183,223 | $0 | 0 | +183,223 | New Buy |
 NEBIUS GROUP N VNBIS |
| 3.13% | — | $44.9M | 162,685 | $0 | 0 | +162,685 | New Buy |
 ASML HLDG NVASML |
| 2.98% | 2.16% | $42.8M | 21,532 | $29.3M | 22,149 | -617-2.79% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 2.37% | — | $34.0M | 133,776 | $0 | 0 | +133,776 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.26% | 6.05% | $32.4M | 70,630 | $82.1M | 169,283 | -98,653-58.28% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 2.23% | 3.32% | $32.0M | 2.0M | $45.0M | 3.2M | -1.1M-35.71% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 2.07% | 4.4% | $29.8M | 313,020 | $59.6M | 701,564 | -388,544-55.38% | Reduce |
