 Pdd Holdings Inc ADRPDD |
| 8.07% | 13.94% | $359.7M | 4.7M | $469.3M | 4.6M | +122,896+2.68% | Add |
 LAM RESEARCH CORPLRCX |
| 5.89% | 0.73% | $262.6M | 605,923 | $24.4M | 114,396 | +491,527+429.67% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 5.57% | 0.89% | $248.1M | 427,038 | $30.1M | 147,961 | +279,077+188.62% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.27% | 6.97% | $234.8M | 1.2M | $234.7M | 1.3M | -172,315-12.80% | Reduce |
 INTEL CORPINTC |
| 4.69% | 1.06% | $209.2M | 1.5M | $35.6M | 807,234 | +690,826+85.58% | Add |
 APPLE INCAAPL |
| 4.5% | 5.4% | $200.5M | 692,774 | $181.7M | 716,058 | -23,284-3.25% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.4% | 5.23% | $196.1M | 410,569 | $176.1M | 521,073 | -110,504-21.21% | Reduce |
 ASML HLDG NVASML |
| 3.87% | 1.35% | $172.3M | 86,631 | $45.3M | 34,286 | +52,345+152.67% | Add |
 KLA CORPKLAC |
| 3.72% | 1.04% | $165.8M | 549,478 | $35.0M | 23,772 | +525,706+2,211.45% | Add |
| SSANDISK CORP COMSNDK |
| 3.47% | 1.09% | $154.8M | 68,067 | $36.7M | 57,747 | +10,320+17.87% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.06% | 1.46% | $136.5M | 118,220 | $49.0M | 145,173 | -26,953-18.57% | Reduce |
 MICROSOFT CORPMSFT |
| 2.92% | 3.77% | $130.2M | 348,914 | $126.8M | 342,436 | +6,478+1.89% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 2.36% | 0.64% | $104.9M | 352,311 | $21.7M | 218,685 | +133,626+61.10% | Add |
| AASTERA LABS INCALAB |
| 2.13% | — | $95.1M | 196,877 | $0 | 0 | +196,877 | New Buy |
 BROADCOM INCAVGO |
| 1.91% | 2.11% | $85.3M | 225,840 | $71.1M | 229,709 | -3,869-1.68% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.85% | 0.54% | $82.3M | 113,843 | $18.1M | 52,892 | +60,951+115.24% | Add |
 AMAZON COM INCAMZN |
| 1.49% | 1.43% | $66.2M | 277,655 | $48.2M | 231,201 | +46,454+20.09% | Add |
 ALPHABET INCGOOGL |
| 1.34% | 3.75% | $59.6M | 166,727 | $126.1M | 438,615 | -271,888-61.99% | Reduce |
 CORNING INCGLW |
| 1.22% | 2.79% | $54.2M | 212,013 | $94.0M | 691,273 | -479,260-69.33% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.98% | 1.43% | $43.7M | 123,603 | $48.0M | 167,296 | -43,693-26.12% | Reduce |
 TESLA INCTSLA |
| 0.96% | 1.05% | $42.9M | 102,095 | $35.4M | 95,262 | +6,833+7.17% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.94% | 0.15% | $41.8M | 43,312 | $5.1M | 12,912 | +30,400+235.44% | Add |
 FULL TRUCK ALLIANCE CO LTDYMM |
| 0.85% | 1.11% | $37.9M | 4.7M | $37.4M | 4.5M | +158,285+3.51% | Add |
| IISHARES TRIVV |
| 0.82% | 0.86% | $36.3M | 48,512 | $29.0M | 44,471 | +4,041+9.09% | Add |
 META PLATFORMS INCMETA |
| 0.8% | 1.08% | $35.7M | 63,383 | $36.3M | 63,390 | -7-0.01% | Reduce |
 CISCO SYS INCCSCO |
| 0.72% | 0.6% | $32.2M | 274,167 | $20.3M | 262,145 | +12,022+4.59% | Add |
 TENCENT MUSIC ENTMT GROUPTME |
| 0.65% | 0.77% | $29.0M | 3.5M | $26.1M | 2.8M | +669,498+23.83% | Add |
| KKANZHUN LIMITEDBZ |
| 0.62% | 0.69% | $27.5M | 2.1M | $23.3M | 1.7M | +399,701+22.98% | Add |
| UUNITED MICROELECTRONICS CORPUMC |
| 0.61% | — | $27.1M | 995,790 | $0 | 0 | +995,790 | New Buy |
| TTAL ED GROUPTAL |
| 0.56% | 0.72% | $25.1M | 2.6M | $24.3M | 2.1M | +484,932+22.65% | Add |
 WALMART INCWMT |
| 0.55% | 0.74% | $24.7M | 217,891 | $25.0M | 201,278 | +16,613+8.25% | Add |
 GE VERNOVA INCGEV |
| 0.52% | 0.4% | $23.0M | 19,573 | $13.5M | 15,470 | +4,103+26.52% | Add |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.46% | 0.63% | $20.7M | 1.6M | $21.1M | 1.3M | +218,264+16.24% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.46% | 0.49% | $20.3M | 128,500 | $16.4M | 128,500 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.43% | 0.56% | $19.2M | 20,526 | $18.9M | 18,986 | +1,540+8.11% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.43% | 0.17% | $19.2M | 30,057 | $5.6M | 20,570 | +9,487+46.12% | Add |
 BLOOM ENERGY CORPBE |
| 0.43% | 0.33% | $19.1M | 63,152 | $11.2M | 82,649 | -19,497-23.59% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.42% | 0.67% | $18.8M | 161,290 | $22.7M | 154,949 | +6,341+4.09% | Add |
 TEXAS INSTRS INCTXN |
| 0.42% | 0.48% | $18.8M | 62,940 | $16.1M | 82,721 | -19,781-23.91% | Reduce |
| FFUTU HLDGS LTD SPON ADS CL AFUTU |
| 0.4% | 1.04% | $17.8M | 190,082 | $35.0M | 256,145 | -66,063-25.79% | Reduce |
 PALO ALTOPANW |
| 0.4% | 0.23% | $17.7M | 51,809 | $7.7M | 48,169 | +3,640+7.56% | Add |
| IINVESCO DB MULTI-SECTOR COMMDBO |
| 0.39% | 0.57% | $17.3M | 979,736 | $19.3M | 979,736 | 00.00% | Unchanged |
| UUNITED STS OIL FD LPUSO |
| 0.36% | 0.44% | $16.2M | 152,170 | $14.8M | 116,459 | +35,711+30.66% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.33% | 4.37% | $14.7M | 17,105 | $147.2M | 209,446 | -192,341-91.83% | Reduce |
 CIENA CORPCIEN |
| 0.32% | 0.55% | $14.1M | 28,758 | $18.6M | 47,951 | -19,193-40.03% | Reduce |
 NETFLIX INCNFLX |
| 0.31% | 0.52% | $13.9M | 194,883 | $17.4M | 181,089 | +13,794+7.62% | Add |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 0.31% | 0.49% | $13.7M | 430,000 | $16.6M | 450,000 | -20,000-4.44% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.3% | 0.33% | $13.5M | 18,131 | $10.9M | 16,827 | +1,304+7.75% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.29% | — | $12.8M | 46,948 | $0 | 0 | +46,948 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.28% | 0.17% | $12.3M | 16,080 | $5.8M | 14,947 | +1,133+7.58% | Add |
