 NVIDIA CORPORATIONNVDA |
| 19.83% | 23.69% | $105.8M | 250,000 | $169.2M | 400,000 | -150,000-37.50% | Reduce |
 META PLATFORMS INCMETA |
| 10.76% | 14.06% | $57.4M | 200,000 | $100.4M | 350,000 | -150,000-42.86% | Reduce |
 AMAZON COM INCAMZN |
| 9.78% | 7.3% | $52.1M | 400,000 | $52.1M | 400,000 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 9.41% | 10.53% | $50.2M | 1.5M | $75.2M | 2.3M | -750,000-33.33% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 8.29% | 9.73% | $44.2M | 700,000 | $69.5M | 1.1M | -401,600-36.46% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 7.1% | 5.3% | $37.8M | 400,000 | $37.8M | 400,000 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.68% | 7.06% | $30.3M | 300,000 | $50.5M | 500,000 | -200,000-40.00% | Reduce |
 ADOBE INC COMADBE |
| 4.59% | 3.42% | $24.4M | 50,000 | $24.4M | 50,000 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.47% | 3.34% | $23.8M | 70,000 | $23.8M | 70,000 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 3.69% | 2.75% | $19.7M | 35,000 | $19.7M | 35,000 | 00.00% | Unchanged |
 HUBSPOT INCHUBS |
| 2.99% | 2.23% | $16.0M | 30,000 | $16.0M | 30,000 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 2.68% | 2% | $14.3M | 32,500 | $14.3M | 32,500 | 00.00% | Unchanged |
 OKTA INC CLASS AOKTA |
| 2.6% | 1.94% | $13.9M | 200,000 | $13.9M | 200,000 | 00.00% | Unchanged |
 TENABLE HLDGS INCTENB |
| 2.45% | 1.83% | $13.1M | 300,000 | $13.1M | 300,000 | 00.00% | Unchanged |
| HHASHICORP INC COM CL AHCP2EUR |
| 2.21% | 1.65% | $11.8M | 450,000 | $11.8M | 450,000 | 00.00% | Unchanged |
 JFROG LTDFROG |
| 1.56% | 1.16% | $8.3M | 300,000 | $8.3M | 300,000 | 00.00% | Unchanged |
 MATCH GROUP INC NEWMTCH |
| 1.18% | 0.88% | $6.3M | 150,000 | $6.3M | 150,000 | 00.00% | Unchanged |
| FFARFETCH LTD |
| 0.38% | 0.85% | $2.0M | 1.0M | $6.0M | 1.0M | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 0.36% | 0.27% | $1.9M | 75,000 | $1.9M | 75,000 | 00.00% | Unchanged |
