 ALPHABET INCGOOGL |
| 7.97% | 7.98% | $4.2M | 11,824 | $4.2M | 14,768 | -2,944-19.93% | Reduce |
 AMAZON COM INCAMZN |
| 7.9% | 7.74% | $4.2M | 17,569 | $4.1M | 19,781 | -2,212-11.18% | Reduce |
 AXON ENTERPRISEAXON |
| 7.32% | 3.9% | $3.9M | 6,927 | $2.1M | 4,890 | +2,037+41.66% | Add |
 KRYSTAL BIOTECH INCKRYS |
| 5.82% | 5.98% | $3.1M | 8,301 | $3.2M | 12,314 | -4,013-32.59% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 5.44% | — | $2.9M | 2,991 | $0 | 0 | +2,991 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 4.25% | — | $2.3M | 8,853 | $0 | 0 | +8,853 | New Buy |
| CCELLEBRITE DI LTDCLBT |
| 4.19% | 4.75% | $2.2M | 152,051 | $2.5M | 183,473 | -31,422-17.13% | Reduce |
 CELESTICA INCCLS |
| 3.93% | — | $2.1M | 5,717 | $0 | 0 | +5,717 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 3.89% | 4.71% | $2.1M | 1,785 | $2.5M | 7,415 | -5,630-75.93% | Reduce |
 META PLATFORMS INCMETA |
| 3.85% | 5.23% | $2.0M | 3,620 | $2.8M | 4,866 | -1,246-25.61% | Reduce |
 BROADCOM INCAVGO |
| 3.72% | 3.78% | $2.0M | 5,221 | $2.0M | 6,499 | -1,278-19.66% | Reduce |
 BLOOM ENERGY CORPBE |
| 3.06% | — | $1.6M | 5,361 | $0 | 0 | +5,361 | New Buy |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 3.04% | 3.9% | $1.6M | 6,049 | $2.1M | 9,070 | -3,021-33.31% | Reduce |
 NETFLIX INCNFLX |
| 2.93% | 4.95% | $1.6M | 21,760 | $2.6M | 27,387 | -5,627-20.55% | Reduce |
 ABBOTT LABORATORIESABT |
| 2.85% | 3.45% | $1.5M | 16,633 | $1.8M | 17,867 | -1,234-6.91% | Reduce |
 MICROSOFT CORPMSFT |
| 2.77% | 4.76% | $1.5M | 3,939 | $2.5M | 6,844 | -2,905-42.45% | Reduce |
 VISA INCV |
| 2.71% | 3% | $1.4M | 4,192 | $1.6M | 5,283 | -1,091-20.65% | Reduce |
| SSK TELECOM LTDSKM |
| 2.53% | — | $1.3M | 41,702 | $0 | 0 | +41,702 | New Buy |
| CCACI INTL INCCACI |
| 2.41% | 5.36% | $1.3M | 2,756 | $2.8M | 5,239 | -2,483-47.39% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 2.37% | 3.73% | $1.3M | 12,007 | $2.0M | 27,018 | -15,011-55.56% | Reduce |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 2.21% | — | $1.2M | 14,368 | $0 | 0 | +14,368 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 2.17% | 3.09% | $1.1M | 11,998 | $1.6M | 19,834 | -7,836-39.51% | Reduce |
| SSAMSARA INC CLASS AIOT |
| 2.12% | 2.52% | $1.1M | 34,736 | $1.3M | 42,298 | -7,562-17.88% | Reduce |
| RRUBRIK INC CLASS ARBRK |
| 2.05% | 2.28% | $1.1M | 13,549 | $1.2M | 24,740 | -11,191-45.23% | Reduce |
 PROCEPT BIOROBOTICS CORPPRCT |
| 2.05% | 3.14% | $1.1M | 48,101 | $1.7M | 66,869 | -18,768-28.07% | Reduce |
 SHOPIFY INCSHOP |
| 1.88% | 1.62% | $997,476 | 8,736 | $859,402 | 7,245 | +1,491+20.58% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.64% | — | $870,919 | 2,190 | $0 | 0 | +2,190 | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 1.46% | 2.12% | $776,438 | 9,521 | $1.1M | 24,574 | -15,053-61.26% | Reduce |
 TRADEWEB MKTS INCTW |
| 1.45% | 3.66% | $770,970 | 7,736 | $1.9M | 16,550 | -8,814-53.26% | Reduce |
