 ALPHABET INCGOOGL |
| 19.78% | 8.53% | $9.7M | 40,000 | $2.7M | 15,000 | +25,000+166.67% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 17.02% | 10.9% | $8.4M | 30,000 | $3.4M | 15,000 | +15,000+100.00% | Add |
 AMAZON COM INCAMZN |
| 15.61% | 17.59% | $7.7M | 35,000 | $5.5M | 25,000 | +10,000+40.00% | Add |
 META PLATFORMS INCMETA |
| 13.42% | 18.94% | $6.6M | 9,000 | $5.9M | 8,000 | +1,000+12.50% | Add |
 HCA HEALTHCARE INCHCA |
| 8.66% | 14.75% | $4.3M | 10,000 | $4.6M | 12,000 | -2,000-16.67% | Reduce |
| GGLOBAL X FDSSHLD |
| 7.13% | — | $3.5M | 50,000 | $0 | 0 | +50,000 | New Buy |
 CONSTELLATION ENERGY CORPCEG |
| 6.4% | 3.11% | $3.1M | 10,000 | $968,280 | 3,000 | +7,000+233.33% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 4.58% | 7.18% | $2.3M | 10,000 | $2.2M | 10,000 | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 4.36% | — | $2.1M | 15,000 | $0 | 0 | +15,000 | New Buy |
 ZSCALER INCZS |
| 3.04% | 10.07% | $1.5M | 5,000 | $3.1M | 10,000 | -5,000-50.00% | Reduce |
