 ADVANCED MICRO DEVICES INCAMD |
| 4.26% | 1.47% | $72.6M | 125,000 | $22.4M | 110,000 | +15,000+13.64% | Add |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 3.97% | — | $67.7M | 550,000 | $0 | 0 | +550,000 | New Buy |
 T-MOBILE US INC COMTMUS |
| 3.79% | 4.15% | $64.6M | 385,000 | $63.0M | 300,000 | +85,000+28.33% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 3.73% | 2.68% | $63.5M | 1.5M | $40.7M | 811,000 | +688,260+84.87% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.16% | 3.34% | $53.9M | 112,800 | $50.7M | 150,000 | -37,200-24.80% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 2.97% | 2.84% | $50.5M | 700,000 | $43.2M | 600,000 | +100,000+16.67% | Add |
 WARNER BROS DISCOVERY INCWBD |
| 2.72% | 1.96% | $46.4M | 1.7M | $29.8M | 1.1M | +654,482+60.27% | Add |
 AMERICAN TOWER CORP COMAMT |
| 2.71% | — | $46.2M | 282,464 | $0 | 0 | +282,464 | New Buy |
| NNUTANIX INCNTNX |
| 2.59% | 1.98% | $44.1M | 865,400 | $30.0M | 790,400 | +75,000+9.49% | Add |
 MICROSOFT CORPMSFT |
| 2.57% | 1.95% | $43.8M | 117,300 | $29.6M | 80,000 | +37,300+46.63% | Add |
 LAM RESEARCH CORPLRCX |
| 2.47% | 2.46% | $42.0M | 97,000 | $37.4M | 175,000 | -78,000-44.57% | Reduce |
 ROKU INC COM CL AROKU |
| 2.41% | 0.75% | $41.0M | 297,000 | $11.4M | 120,000 | +177,000+147.50% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 2.4% | 0.83% | $40.9M | 525,953 | $12.6M | 183,900 | +342,053+186.00% | Add |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.35% | — | $40.1M | 395,000 | $0 | 0 | +395,000 | New Buy |
 AMAZON COM INCAMZN |
| 2.31% | 2.06% | $39.4M | 165,200 | $31.2M | 150,000 | +15,200+10.13% | Add |
| QQUALCOMM INCQCOM |
| 2.29% | — | $39.0M | 211,200 | $0 | 0 | +211,200 | New Buy |
| PPROCORE TECHNOLOGIES INCPCOR |
| 2.28% | 1.43% | $38.8M | 954,517 | $21.8M | 381,600 | +572,917+150.14% | Add |
 MONGODB INC CL AMDB |
| 2.25% | — | $38.3M | 113,960 | $0 | 0 | +113,960 | New Buy |
| OOMNICOM GROUP INCOMC |
| 2.24% | 1.75% | $38.2M | 524,794 | $26.6M | 353,400 | +171,394+48.50% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 2.23% | 0.78% | $38.1M | 400,000 | $11.9M | 140,000 | +260,000+185.71% | Add |
 INTUITINTU |
| 2.22% | 2.11% | $37.7M | 144,600 | $32.0M | 74,100 | +70,500+95.14% | Add |
 WARNER MUSIC GROUP CORPWMG |
| 2.11% | 1.42% | $35.9M | 1.3M | $21.6M | 843,836 | +481,164+57.02% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.89% | 2.24% | $32.1M | 70,000 | $33.9M | 70,000 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 1.88% | — | $32.0M | 16,100 | $0 | 0 | +16,100 | New Buy |
 LIVE NATION ENTERTAINMENT INLYV |
| 1.83% | 1% | $31.2M | 170,634 | $15.3M | 100,000 | +70,634+70.63% | Add |
| MMONDAY COM LTDMNDY |
| 1.81% | 0.54% | $30.8M | 426,137 | $8.2M | 118,700 | +307,437+259.00% | Add |
 COHERENT CORPCOHR |
| 1.74% | 1.27% | $29.6M | 75,000 | $19.3M | 81,000 | -6,000-7.41% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.53% | — | $26.1M | 60,400 | $0 | 0 | +60,400 | New Buy |
 WORKDAY INCWDAY |
| 1.51% | 1.01% | $25.6M | 209,450 | $15.4M | 118,300 | +91,150+77.05% | Add |
 ROBLOX CORP CL ARBLX |
| 1.44% | 0.47% | $24.5M | 450,000 | $7.1M | 125,000 | +325,000+260.00% | Add |
 LIBERTY LIVE HOLDINGS INCLLYVK |
| 1.44% | 0.93% | $24.5M | 231,500 | $14.1M | 150,000 | +81,500+54.33% | Add |
 EQUINIX INCEQIX |
| 1.37% | 4.07% | $23.4M | 22,434 | $61.8M | 63,000 | -40,566-64.39% | Reduce |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 1.33% | 1.1% | $22.6M | 6.0M | $16.7M | 4.6M | +1.4M+31.15% | Add |
| DDOORDASH INCDASH |
| 1.3% | 1.81% | $22.1M | 120,000 | $27.5M | 183,000 | -63,000-34.43% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 1.2% | 1.14% | $20.5M | 80,000 | $17.3M | 75,000 | +5,000+6.67% | Add |
 ROBINHOOD MKTS INCHOOD |
| 1.18% | — | $20.1M | 200,000 | $0 | 0 | +200,000 | New Buy |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.17% | 1.26% | $20.0M | 600,000 | $19.2M | 500,000 | +100,000+20.00% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.15% | 1.66% | $19.6M | 110,000 | $25.3M | 6,000 | +104,000+1,733.33% | Add |
 MAPLEBEAR INC COMCART |
| 1.11% | 1.43% | $18.9M | 400,000 | $21.7M | 578,024 | -178,024-30.80% | Reduce |
 SHOPIFY INCSHOP |
| 1.09% | — | $18.6M | 162,500 | $0 | 0 | +162,500 | New Buy |
| GGDS HLDGS LTDGDS |
| 1.06% | 1.06% | $18.0M | 600,000 | $16.1M | 400,000 | +200,000+50.00% | Add |
| SSEMTECH CORPSMTC |
| 1.05% | — | $17.8M | 110,000 | $0 | 0 | +110,000 | New Buy |
| CCOREWEAVE INC CLASS ACRWV |
| 1.01% | 1.79% | $17.3M | 173,493 | $27.2M | 351,000 | -177,507-50.57% | Reduce |
 ZOOM COMMUNICATIONS INCZM |
| 1.01% | — | $17.3M | 200,000 | $0 | 0 | +200,000 | New Buy |
 COUPANG INC CLASS ACPNG |
| 0.95% | — | $16.2M | 932,100 | $0 | 0 | +932,100 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.91% | — | $15.5M | 30,000 | $0 | 0 | +30,000 | New Buy |
 CORNING INCGLW |
| 0.86% | 5.37% | $14.7M | 57,600 | $81.6M | 600,000 | -542,400-90.40% | Reduce |
| UUNITY SOFTWARE INCU |
| 0.84% | — | $14.3M | 500,000 | $0 | 0 | +500,000 | New Buy |
 HUBSPOT INCHUBS |
| 0.82% | 2.02% | $14.0M | 76,900 | $30.7M | 125,800 | -48,900-38.87% | Reduce |
| BBAIDU INCBIDU |
| 0.76% | — | $13.0M | 113,957 | $0 | 0 | +113,957 | New Buy |
