 NVIDIA CORPORATIONNVDA |
| 26.1% | 23% | $12.9M | 64,500 | $13.1M | 74,500 | -10,000-13.42% | Reduce |
 ALPHABET INCGOOGL |
| 19.73% | 16.09% | $9.8M | 27,300 | $9.2M | 30,800 | -3,500-11.36% | Reduce |
 APPLE INCAAPL |
| 18.96% | 17.69% | $9.4M | 32,400 | $10.1M | 39,400 | -7,000-17.77% | Reduce |
 MICROSOFT CORPMSFT |
| 9.28% | 7.98% | $4.6M | 12,300 | $4.5M | 12,300 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 6.7% | 5.14% | $3.3M | 13,900 | $2.9M | 13,900 | 00.00% | Unchanged |
 CELESTICA INCCLS |
| 5.97% | 5.63% | $3.0M | 8,100 | $3.2M | 11,100 | -3,000-27.03% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 5.43% | 5.92% | $2.7M | 23,000 | $3.4M | 23,000 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 4.5% | 4.57% | $2.2M | 5,600 | $2.6M | 5,600 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 1.91% | 2.2% | $944,375 | 2,500 | $1.3M | 4,000 | -1,500-37.50% | Reduce |
 META PLATFORMS INCMETA |
| 0.91% | 0.81% | $450,632 | 800 | $463,384 | 800 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 0.52% | 0.55% | $257,615 | 500 | $310,272 | 800 | -300-37.50% | Reduce |
