| SSANDISK CORP COMSNDK |
| 11.11% | 11.03% | $561.5M | 246,939 | $526.6M | 828,778 | -581,839-70.20% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 10.78% | 4.02% | $545.0M | 564,716 | $191.9M | 489,785 | +74,931+15.30% | Add |
 WESTERN DIGITAL CORPWDC |
| 9.91% | 4.63% | $500.9M | 784,212 | $220.9M | 816,707 | -32,495-3.98% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 9.81% | 5.55% | $495.5M | 429,300 | $264.8M | 783,686 | -354,386-45.22% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 9.79% | 20.32% | $494.7M | 576,519 | $969.9M | 1.4M | -803,625-58.23% | Reduce |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 8.53% | — | $431.1M | 5.8M | $0 | 0 | +5.8M | New Buy |
| TTERADYNE INCTER |
| 6.32% | 3.44% | $319.4M | 660,196 | $164.0M | 553,216 | +106,980+19.34% | Add |
 APPLIED MATLS INCAMAT |
| 5.32% | — | $268.8M | 371,798 | $0 | 0 | +371,798 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.32% | — | $218.2M | 456,906 | $0 | 0 | +456,906 | New Buy |
 LAM RESEARCH CORPLRCX |
| 4.23% | — | $213.7M | 493,233 | $0 | 0 | +493,233 | New Buy |
 ASML HLDG NVASML |
| 4.15% | 3.38% | $209.5M | 105,329 | $161.5M | 122,297 | -16,968-13.87% | Reduce |
 INTEL CORPINTC |
| 3.22% | — | $162.9M | 1.2M | $0 | 0 | +1.2M | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 2.58% | — | $130.2M | 761,964 | $0 | 0 | +761,964 | New Buy |
 REDDIT INC CL ARDDT |
| 2.27% | 0.6% | $114.8M | 661,178 | $28.7M | 213,300 | +447,878+209.98% | Add |
| AASTERA LABS INCALAB |
| 1.71% | — | $86.3M | 178,711 | $0 | 0 | +178,711 | New Buy |
| FFORMFACTOR INCFORM |
| 1.69% | — | $85.5M | 534,492 | $0 | 0 | +534,492 | New Buy |
| MMODINE MFG COMOD |
| 1.55% | 5.28% | $78.4M | 293,655 | $252.0M | 1.2M | -869,345-74.75% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.45% | 0.68% | $73.1M | 141,799 | $32.3M | 81,200 | +60,599+74.63% | Add |
 AMER SPORTS INC COM SHSAS |
| 0.74% | 1.33% | $37.6M | 1.1M | $63.5M | 1.9M | -817,392-42.38% | Reduce |
| SSEA LTDSFTI |
| 0.18% | 0.19% | $9.2M | 9.3M | $9.1M | 9.3M | 00.00% | Unchanged |
| UUNITY SOFTWARE INCU |
| 0.11% | 0.99% | $5.7M | 199,368 | $47.2M | 2.2M | -2.0M-90.73% | Reduce |
 ROBLOX CORP CL ARBLX |
| 0.1% | — | $5.0M | 91,679 | $0 | 0 | +91,679 | New Buy |
| KKE HLDGS INCBEKE |
| 0.07% | — | $3.7M | 254,458 | $0 | 0 | +254,458 | New Buy |
| TTRIP COM GROUP LTDTRPCF |
| 0.01% | 0.02% | $687,893 | 699,000 | $718,177 | 699,000 | 00.00% | Unchanged |
| LLIFTOFF MOBILE INC COMLFTO |
| 0.01% | — | $480,400 | 20,000 | $0 | 0 | +20,000 | New Buy |
 ORACLE CORPORCL |
| 0.01% | 0.01% | $449,500 | 10,000 | $450,100 | 10,000 | 00.00% | Unchanged |
 Coinbase Global IncCOIN |
| 0.01% | 0.01% | $448,580 | 500,000 | $466,655 | 500,000 | 00.00% | Unchanged |
 ALIBABA GROUP HLDG LTDBABA |
| 0.01% | 0.01% | $409,026 | 347,000 | $473,339 | 347,000 | 00.00% | Unchanged |
| QQFIN HOLDINGS INC |
| <0.01% | <0.01% | $221,990 | 250,000 | $212,200 | 250,000 | 00.00% | Unchanged |
