 NVIDIA CORPORATIONNVDA |
| 28.09% | 27.88% | $1.02B | 5.1M | $819.7M | 4.7M | +400,000+8.51% | Add |
 MICROSOFT CORPMSFT |
| 17.46% | 16.68% | $634.1M | 1.7M | $490.5M | 1.3M | +375,000+28.30% | Add |
 AMAZON COM INCAMZN |
| 13.94% | 15.41% | $506.5M | 2.1M | $453.0M | 2.2M | -50,000-2.30% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 12.82% | 13.22% | $465.6M | 975,000 | $388.6M | 1.2M | -175,000-15.22% | Reduce |
 ALPHABET INCGOOGL |
| 11.07% | 4.89% | $402.0M | 1.1M | $143.8M | 500,000 | +625,000+125.00% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 7.36% | 8.59% | $267.4M | 1.5M | $252.6M | 60,000 | +1.4M+2,400.00% | Add |
 META PLATFORMS INCMETA |
| 6.12% | 4.38% | $222.5M | 395,000 | $128.7M | 225,000 | +170,000+75.56% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 3.15% | 8.94% | $114.4M | 1.5M | $262.8M | 3.9M | -2.4M-61.82% | Reduce |
