 NVIDIA CORPORATIONNVDA |
| 29.03% | 47.42% | $316.3M | 1.6M | $275.7M | 1.6M | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 19.02% | 17.58% | $207.2M | 478,246 | $102.2M | 478,246 | 00.00% | Unchanged |
| SSANDISK CORP COMSNDK |
| 17.6% | 7.5% | $191.8M | 84,341 | $43.6M | 68,612 | +15,729+22.92% | Add |
 MICRON TECHNOLOGY INCMU |
| 12.33% | — | $134.3M | 116,359 | $0 | 0 | +116,359 | New Buy |
 ALPHABET INCGOOGL |
| 10.39% | 12.34% | $113.2M | 316,795 | $71.7M | 249,417 | +67,378+27.01% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.87% | 11.76% | $96.6M | 202,276 | $68.4M | 202,276 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 2.75% | 3.42% | $29.9M | 15,046 | $19.9M | 15,046 | 00.00% | Unchanged |
