 NVIDIA CORPORATIONNVDA |
| 29.65% | 30.08% | $68.1M | 365,060 | $57.7M | 365,060 | 00.00% | Unchanged |
 Pdd Holdings Inc ADRPDD |
| 28.85% | 27.4% | $66.3M | 501,460 | $52.5M | 502,050 | -590-0.12% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 14.54% | 14.12% | $33.4M | 119,580 | $27.1M | 119,580 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 7.77% | 12.57% | $17.8M | 24,300 | $24.1M | 32,650 | -8,350-25.57% | Reduce |
| LLuckin Coffee Inc F Unsponsored ADRLKNCY |
| 6.97% | 8.19% | $16.0M | 421,321 | $15.7M | 421,321 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.81% | — | $6.5M | 26,500 | $0 | 0 | +26,500 | New Buy |
 TESLA INCTSLA |
| 2.48% | 2.12% | $5.7M | 12,815 | $4.1M | 12,815 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 1.19% | — | $2.7M | 8,290 | $0 | 0 | +8,290 | New Buy |
| CCHAGEE HLDGS LTDCHA |
| 1.13% | 2.14% | $2.6M | 157,457 | $4.1M | 157,457 | 00.00% | Unchanged |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.06% | — | $2.4M | 16,800 | $0 | 0 | +16,800 | New Buy |
 ROBLOX CORP CL ARBLX |
| 0.91% | 0.83% | $2.1M | 15,140 | $1.6M | 15,200 | -60-0.39% | Reduce |
| YYUANBAO INCYB |
| 0.57% | 0.73% | $1.3M | 66,666 | $1.4M | 66,666 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.37% | — | $857,374 | 4,700 | $0 | 0 | +4,700 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 0.33% | — | $762,462 | 4,266 | $0 | 0 | +4,266 | New Buy |
 SHOPIFY INCSHOP |
| 0.33% | — | $760,735 | 5,119 | $0 | 0 | +5,119 | New Buy |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.11% | 0.08% | $259,545 | 3,993 | $159,330 | 2,603 | +1,390+53.40% | Add |
| IISHARES ETHEREUM TRETHA |
| 0.1% | — | $222,146 | 7,050 | $0 | 0 | +7,050 | New Buy |
 VENTAS INC COMVTR |
| 0.1% | 0.1% | $222,008 | 3,172 | $200,312 | 3,172 | 00.00% | Unchanged |
 DIGITAL RLTY TR INC COMDLR |
| 0.1% | 0.1% | $219,212 | 1,268 | $189,671 | 1,088 | +180+16.54% | Add |
 PULTE GROUP INCPHM |
| 0.09% | 0.07% | $216,693 | 1,640 | $137,098 | 1,300 | +340+26.15% | Add |
 EQUINIX INCEQIX |
| 0.09% | 0.09% | $209,125 | 267 | $172,617 | 217 | +50+23.04% | Add |
 HOST HOTELS & RESORTS INCHST |
| 0.08% | 0.09% | $193,943 | 11,395 | $175,027 | 11,395 | 00.00% | Unchanged |
 AMERICAN HEALTHCARE REIT INCAHR |
| 0.08% | 0.08% | $183,794 | 4,375 | $160,738 | 4,375 | 00.00% | Unchanged |
 D R HORTON INCDHI |
| 0.08% | 0.04% | $182,519 | 1,077 | $80,704 | 626 | +451+72.04% | Add |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.05% | 0.95% | $115,345 | 870 | $1.8M | 10,000 | -9,130-91.30% | Reduce |
 WELLTOWER INC COMWELL |
| 0.04% | 0.06% | $101,362 | 569 | $118,218 | 769 | -200-26.01% | Reduce |
| KKE HLDGS INCBEKE |
| 0.03% | — | $76,000 | 4,000 | $0 | 0 | +4,000 | New Buy |
 VICI PPTYS INC COMVICI |
| 0.03% | 0.04% | $74,873 | 2,296 | $74,850 | 2,296 | 00.00% | Unchanged |
| NNVR INCNVR |
| 0.02% | 0.03% | $56,243 | 7 | $51,700 | 7 | 00.00% | Unchanged |
 IRON MTN INC DEL COMIRM |
| 0.02% | 0.02% | $46,383 | 455 | $46,669 | 455 | 00.00% | Unchanged |
