 ROBINHOOD MKTS INCHOOD |
| 16.63% | 19.85% | $55.3M | 551,495 | $45.0M | 649,095 | -97,600-15.04% | Reduce |
| CCARVANA CO CL ACVNA |
| 14.96% | 20.35% | $49.7M | 755,616 | $46.1M | 146,660 | +608,956+415.22% | Add |
| HHUT 8 CORPHUT |
| 13.48% | 8.95% | $44.8M | 388,290 | $20.3M | 432,480 | -44,190-10.22% | Reduce |
| AAPPLOVIN CORPAPP |
| 11.67% | 15.71% | $38.8M | 75,290 | $35.6M | 89,450 | -14,160-15.83% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 8.42% | — | $28.0M | 24,245 | $0 | 0 | +24,245 | New Buy |
| DDOORDASH INCDASH |
| 7.02% | 10.13% | $23.3M | 126,525 | $22.9M | 152,840 | -26,315-17.22% | Reduce |
 ASML HLDG NVASML |
| 6.48% | — | $21.6M | 10,837 | $0 | 0 | +10,837 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.76% | 4.17% | $15.8M | 33,145 | $9.5M | 27,985 | +5,160+18.44% | Add |
 NEBIUS GROUP N VNBIS |
| 4.21% | — | $14.0M | 50,710 | $0 | 0 | +50,710 | New Buy |
| AAlphabet Inc Class CGOOG |
| 3.41% | 4.06% | $11.3M | 32,100 | $9.2M | 32,100 | 00.00% | Unchanged |
 BLOOM ENERGY CORPBE |
| 2.5% | — | $8.3M | 27,455 | $0 | 0 | +27,455 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 2.45% | — | $8.1M | 47,665 | $0 | 0 | +47,665 | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 2.42% | 2.93% | $8.1M | 98,730 | $6.6M | 144,815 | -46,085-31.82% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.59% | 3.67% | $5.3M | 45,315 | $8.3M | 56,900 | -11,585-20.36% | Reduce |
