| VVANGUARD INDEX FDSVOO |
| 32.91% | — | $31.9M | 43,300 | $0 | 0 | +43,300 | New Buy |
 NetEase, Inc. ADRNTES |
| 14.82% | — | $14.4M | 112,100 | $0 | 0 | +112,100 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 12.59% | 7.63% | $12.2M | 21,002 | $3.4M | 16,700 | +4,302+25.76% | Add |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 8.05% | — | $7.8M | 104,200 | $0 | 0 | +104,200 | New Buy |
 CAPITAL ONE FINL CORPCOF |
| 6.4% | — | $6.2M | 30,900 | $0 | 0 | +30,900 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 4.61% | — | $4.5M | 15,900 | $0 | 0 | +15,900 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.15% | — | $4.0M | 20,100 | $0 | 0 | +20,100 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 3.48% | — | $3.4M | 35,200 | $0 | 0 | +35,200 | New Buy |
 MICROSOFT CORPMSFT |
| 3.03% | — | $2.9M | 7,880 | $0 | 0 | +7,880 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.61% | — | $2.5M | 5,040 | $0 | 0 | +5,040 | New Buy |
 JOYY INCJOYY |
| 2.55% | 3.95% | $2.5M | 37,500 | $1.8M | 30,100 | +7,400+24.58% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.52% | — | $1.5M | 9,300 | $0 | 0 | +9,300 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 1.27% | — | $1.2M | 3,102 | $0 | 0 | +3,102 | New Buy |
| IISHARES U.S. MEDICAL DEVICES ETFIHI |
| 1.01% | — | $983,259 | 19,900 | $0 | 0 | +19,900 | New Buy |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.98% | — | $952,758 | 24,600 | $0 | 0 | +24,600 | New Buy |
