 APPLE INCAAPL |
| 41.05% | 36.72% | $7.84B | 27.1M | $7.35B | 28.9M | -1.8M-6.38% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 24.18% | 21.91% | $4.62B | 9.2M | $4.38B | 9.1M | +81,900+0.90% | Add |
 Pdd Holdings Inc ADRPDD |
| 9.99% | 10.09% | $1.91B | 25.0M | $2.02B | 19.7M | +5.3M+26.71% | Add |
 TESLA INCTSLA |
| 7.44% | 6.34% | $1.42B | 3.4M | $1.27B | 3.4M | -28,500-0.84% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.58% | 12.07% | $1.26B | 6.3M | $2.41B | 13.8M | -7.6M-54.63% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.64% | 5.31% | $695.6M | 2.0M | $1.06B | 3.7M | -1.7M-46.88% | Reduce |
 OCCIDENTAL PETE CORPOXY |
| 2.61% | 3.33% | $498.4M | 10.3M | $667.0M | 10.3M | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 1.47% | 1.88% | $281.3M | 754,100 | $376.1M | 1.0M | -261,900-25.78% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1% | 0.35% | $190.7M | 701,200 | $70.5M | 751,200 | -50,000-6.66% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.87% | 0.81% | $166.1M | 399,600 | $162.7M | 601,400 | -201,800-33.56% | Reduce |
 DISNEY WALT CODIS |
| 0.86% | 0.73% | $164.3M | 1.7M | $145.7M | 1.5M | +194,800+12.89% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.15% | — | $28.9M | 301,400 | $0 | 0 | +301,400 | New Buy |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.07% | 0.1% | $12.5M | 200,000 | $19.1M | 200,000 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.04% | 0.04% | $7.0M | 60,000 | $8.8M | 60,000 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 0.02% | 0.02% | $4.5M | 10,000 | $4.0M | 10,000 | 00.00% | Unchanged |
 SNOWFLAKE INC COM SHSSNOW |
| 0.01% | 0.01% | $2.5M | 10,000 | $1.5M | 10,000 | 00.00% | Unchanged |
| TTEMPUS AI INCTEM |
| 0.01% | <0.01% | $1.2M | 20,000 | $904,400 | 20,000 | 00.00% | Unchanged |
| IINNODATA INCINOD |
| <0.01% | <0.01% | $755,800 | 10,000 | $386,200 | 10,000 | 00.00% | Unchanged |
