| AAlphabet Inc Class CGOOG |
| 23.9% | 18.02% | $22.1M | 61,812 | $15.5M | 54,000 | +7,812+14.47% | Add |
 AMAZON COM INCAMZN |
| 13.93% | 13.08% | $12.9M | 54,000 | $11.2M | 54,000 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 11.62% | 8.27% | $10.7M | 27,000 | $7.1M | 15,425 | +11,575+75.04% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 7.4% | 9.98% | $6.8M | 58,630 | $8.6M | 58,630 | 00.00% | Unchanged |
 MP MATERIALS CORPMP |
| 6.06% | 5.61% | $5.6M | 100,000 | $4.8M | 100,000 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 5.71% | 6.16% | $5.3M | 36,000 | $5.3M | 36,000 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 4.11% | 3.85% | $3.8M | 18,990 | $3.3M | 18,990 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 4.1% | 4.69% | $3.8M | 4,050 | $4.0M | 4,050 | 00.00% | Unchanged |
| IIMPERIAL PETROLEUM NEW |
| 3.94% | 4.12% | $3.6M | 790,000 | $3.5M | 826,754 | -36,754-4.45% | Reduce |
 ENERGY FUELS INCUUUU |
| 3.14% | 1.06% | $2.9M | 200,000 | $912,500 | 50,000 | +150,000+300.00% | Add |
 MICROSOFT CORPMSFT |
| 3.03% | 3.23% | $2.8M | 7,500 | $2.8M | 7,500 | 00.00% | Unchanged |
| IISHARES ETHEREUM TRETHA |
| 2.48% | 3.55% | $2.3M | 192,708 | $3.1M | 192,708 | 00.00% | Unchanged |
| IINTELLIA THERAPEUTICS INCNTLA |
| 1.83% | — | $1.7M | 100,000 | $0 | 0 | +100,000 | New Buy |
 CRISPR THERAPEUTICSCRSP |
| 1.48% | 1.38% | $1.4M | 25,000 | $1.2M | 25,000 | 00.00% | Unchanged |
 MATERION CORPMTRN |
| 1.46% | 0.76% | $1.4M | 4,540 | $656,711 | 4,540 | 00.00% | Unchanged |
| GGLOBAL X URANIUM ETFURA |
| 1.29% | 1.53% | $1.2M | 27,169 | $1.3M | 27,169 | 00.00% | Unchanged |
| EENOVIX CORPORATIONENVX |
| 0.91% | 0.83% | $839,936 | 138,375 | $716,783 | 138,375 | 00.00% | Unchanged |
| SSPROTT FDS TRURNM |
| 0.85% | 1.1% | $788,850 | 15,000 | $947,250 | 15,000 | 00.00% | Unchanged |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.79% | 1.14% | $726,000 | 10,000 | $980,400 | 10,000 | 00.00% | Unchanged |
| FFIREFLY AEROSPACE INCFLY |
| 0.64% | — | $588,000 | 20,000 | $0 | 0 | +20,000 | New Buy |
 URANIUM ENERGY CORP COMUEC |
| 0.48% | 0.66% | $445,961 | 41,835 | $564,773 | 41,835 | 00.00% | Unchanged |
| DDENISON MINES CORPDNN |
| 0.4% | 0.49% | $367,944 | 120,243 | $424,458 | 120,243 | 00.00% | Unchanged |
| TTRANSOCEAN LTDRIG |
| 0.32% | 0.46% | $293,400 | 60,000 | $397,800 | 60,000 | 00.00% | Unchanged |
| GGRAYSCALE ETHEREUM STAKING EETHE |
| 0.14% | 0.2% | $127,600 | 10,000 | $170,700 | 10,000 | 00.00% | Unchanged |
