 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 40.65% | 45.45% | $394.3M | 825,650 | $307.7M | 910,350 | -84,700-9.30% | Reduce |
| AAlphabet Inc Class CGOOG |
| 25.19% | 13.44% | $244.3M | 691,420 | $91.0M | 317,210 | +374,210+117.97% | Add |
 AMAZON COM INCAMZN |
| 12.36% | 3.66% | $119.9M | 503,130 | $24.8M | 119,080 | +384,050+322.51% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 11.57% | 16.95% | $112.2M | 175,070 | $114.7M | 349,070 | -174,000-49.85% | Reduce |
| NNOVA LTDNVMI |
| 8.19% | 7.57% | $79.5M | 146,387 | $51.2M | 117,987 | +28,400+24.07% | Add |
 ALPHABET INCGOOGL |
| 0.77% | — | $7.5M | 21,000 | $0 | 0 | +21,000 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.53% | 0.59% | $5.1M | 6,940 | $4.0M | 6,940 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.37% | 0.46% | $3.6M | 4,794 | $3.1M | 4,794 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.25% | 2.47% | $2.4M | 6,550 | $16.7M | 45,150 | -38,600-85.49% | Reduce |
 ODYSIGHT AI INCODYS |
| 0.09% | 0.21% | $836,044 | 200,972 | $1.4M | 200,972 | 00.00% | Unchanged |
| GG WILLI FOOD INTL LTD |
| 0.03% | 0.03% | $265,867 | 7,996 | $198,000 | 7,996 | 00.00% | Unchanged |
