 TESLA INCTSLA |
| 17.62% | 17.18% | $95.9M | 228,000 | $82.5M | 222,000 | +6,000+2.70% | Add |
 SHOPIFY INCSHOP |
| 7.76% | 10.05% | $42.2M | 370,000 | $48.3M | 407,000 | -37,000-9.09% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 6.62% | 2.63% | $36.0M | 62,000 | $12.6M | 62,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 6.13% | 5.42% | $33.4M | 140,000 | $26.0M | 125,000 | +15,000+12.00% | Add |
 IONIS PHARMACEUTICALS INCIONS |
| 4.66% | 4.53% | $25.4M | 319,924 | $21.8M | 290,024 | +29,900+10.31% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 4.64% | 6.76% | $25.3M | 55,000 | $32.5M | 67,000 | -12,000-17.91% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 4.29% | 6.09% | $23.3M | 200,000 | $29.3M | 200,000 | 00.00% | Unchanged |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 3.51% | 4.79% | $19.1M | 234,222 | $23.0M | 366,936 | -132,714-36.17% | Reduce |
| OOPENDOOR TECHNOLOGIES INCLASS AOPEN |
| 3.35% | — | $18.2M | 3.9M | $0 | 0 | +3.9M | New Buy |
| LLEMONADE INCLMND |
| 3.23% | 3.33% | $17.6M | 270,259 | $16.0M | 255,259 | +15,000+5.88% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.98% | 2.94% | $16.2M | 81,000 | $14.1M | 81,000 | 00.00% | Unchanged |
 IREN LTDIREN |
| 2.86% | 2.28% | $15.6M | 340,150 | $11.0M | 320,150 | +20,000+6.25% | Add |
 UNIQURE NVQURE |
| 2.78% | 1.66% | $15.1M | 328,322 | $8.0M | 486,520 | -158,198-32.52% | Reduce |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.46% | — | $13.4M | 60,500 | $0 | 0 | +60,500 | New Buy |
| AAST SPACEMOBILE INC COM CL AASTS |
| 2.37% | 2.5% | $12.9M | 145,000 | $12.0M | 145,000 | 00.00% | Unchanged |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 2.08% | 1.59% | $11.3M | 338,800 | $7.6M | 364,802 | -26,002-7.13% | Reduce |
 ARCUTIS BIOTHERAPEUTICS INCARQT |
| 1.92% | 1.57% | $10.5M | 399,367 | $7.6M | 320,972 | +78,395+24.42% | Add |
 BIOGEN INCBIIB |
| 1.92% | 1.67% | $10.5M | 48,400 | $8.0M | 43,800 | +4,600+10.50% | Add |
| PPROQR THRAPEUTICS N V |
| 1.89% | 1.84% | $10.3M | 5.5M | $8.9M | 5.5M | +52,875+0.97% | Add |
 AXSOME THERAPEUTICS INC.AXSM |
| 1.8% | 2.07% | $9.8M | 39,944 | $9.9M | 58,729 | -18,785-31.99% | Reduce |
| UUROGEN PHARMA LTDURGN |
| 1.42% | 0.89% | $7.7M | 210,000 | $4.3M | 238,122 | -28,122-11.81% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.26% | — | $6.8M | 40,000 | $0 | 0 | +40,000 | New Buy |
 DENALI THERAPEUTICS INCDNLI |
| 1.09% | 1.02% | $5.9M | 229,857 | $4.9M | 254,857 | -25,000-9.81% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.86% | 1.06% | $4.7M | 9,400 | $5.1M | 11,355 | -1,955-17.22% | Reduce |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 0.79% | 1.09% | $4.3M | 75,000 | $5.2M | 92,305 | -17,305-18.75% | Reduce |
 KRYSTAL BIOTECH INCKRYS |
| 0.76% | 0.6% | $4.2M | 11,170 | $2.9M | 11,170 | 00.00% | Unchanged |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.63% | 0.84% | $3.4M | 11,372 | $4.0M | 12,222 | -850-6.95% | Reduce |
| VVIRIDIAN THERAPEUTICS INCVRDN |
| 0.59% | 0.71% | $3.2M | 173,516 | $3.4M | 173,516 | 00.00% | Unchanged |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.51% | 0.5% | $2.8M | 30,100 | $2.4M | 27,000 | +3,100+11.48% | Add |
| HHIMS & HERS HEALTH INCHIMS |
| 0.51% | 0.17% | $2.8M | 80,000 | $830,400 | 40,000 | +40,000+100.00% | Add |
 MEIRAGTX HLDGS PLCMGTX |
| 0.49% | 0.38% | $2.6M | 196,112 | $1.8M | 212,112 | -16,000-7.54% | Reduce |
| AAMBEV SAABEV |
| 0.46% | 0.58% | $2.5M | 802,167 | $2.8M | 948,558 | -146,391-15.43% | Reduce |
 SAREPTA THERAPEUTICS INCSRPT |
| 0.45% | 0.21% | $2.5M | 136,500 | $1.0M | 46,000 | +90,500+196.74% | Add |
 CRISPR THERAPEUTICSCRSP |
| 0.45% | 0.42% | $2.5M | 44,974 | $2.0M | 42,874 | +2,100+4.90% | Add |
| BBEAM THERAPEUTICS INCBEAM |
| 0.44% | 0.32% | $2.4M | 70,282 | $1.5M | 63,982 | +6,300+9.85% | Add |
| ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB |
| 0.43% | 0.52% | $2.3M | 122,189 | $2.5M | 132,189 | -10,000-7.56% | Reduce |
 MODERNA INCMRNA |
| 0.39% | 0.32% | $2.1M | 29,994 | $1.5M | 29,994 | 00.00% | Unchanged |
 CARTESIAN THERAPEUTICS INCRNAC |
| 0.29% | 0.23% | $1.6M | 151,675 | $1.1M | 179,114 | -27,439-15.32% | Reduce |
| MMAGNUM ICE CREAM CO NV ORD SHSMICC |
| 0.27% | — | $1.5M | 98,221 | $0 | 0 | +98,221 | New Buy |
 WAVE LIFE SCIENCES LTDWVE |
| 0.26% | 0.36% | $1.4M | 241,010 | $1.7M | 241,010 | 00.00% | Unchanged |
 TAYSHA GENE THERAPIES INCTSHA |
| 0.25% | 0.17% | $1.4M | 198,900 | $813,093 | 181,900 | +17,000+9.35% | Add |
 ZOETIS INC CL AZTS |
| 0.23% | — | $1.2M | 17,322 | $0 | 0 | +17,322 | New Buy |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.22% | 0.33% | $1.2M | 90,110 | $1.6M | 170,256 | -80,146-47.07% | Reduce |
| FFATE THERAPEUTICS INC COMFATE |
| 0.21% | 0.1% | $1.1M | 414,311 | $497,173 | 414,311 | 00.00% | Unchanged |
| LLEGEND BIOTECH CORPLEGN |
| 0.19% | — | $1.0M | 35,400 | $0 | 0 | +35,400 | New Buy |
 ROCKET PHARMACEUTICALS INC COMRCKT |
| 0.15% | 0.18% | $834,979 | 244,146 | $866,883 | 242,146 | +2,000+0.83% | Add |
| NNOV INCNOV |
| 0.14% | 0.16% | $779,582 | 42,026 | $790,509 | 42,026 | 00.00% | Unchanged |
| BB2GOLD CORPBTG |
| 0.13% | 0.09% | $729,610 | 195,083 | $437,041 | 96,477 | +98,606+102.21% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.13% | — | $729,486 | 10,723 | $0 | 0 | +10,723 | New Buy |
 LEXEO THERAPEUTICS INCLXEO |
| 0.13% | 0.24% | $722,300 | 155,000 | $1.2M | 205,000 | -50,000-24.39% | Reduce |
