 NU HLDGS LTDNU |
| 12.33% | 17.6% | $24.1M | 1.8M | $24.2M | 1.7M | +119,000+7.07% | Add |
 ALPHABET INCGOOGL |
| 12.02% | 13.74% | $23.5M | 65,700 | $18.9M | 65,700 | 00.00% | Unchanged |
| CCARVANA CO CL ACVNA |
| 10.51% | 8.94% | $20.5M | 312,000 | $12.3M | 39,100 | +272,900+697.95% | Add |
 INTEL CORPINTC |
| 9.58% | 5.39% | $18.7M | 134,000 | $7.4M | 168,000 | -34,000-20.24% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 9.28% | 3.82% | $18.1M | 15,700 | $5.2M | 15,530 | +170+1.09% | Add |
| RRUBRIK INC CLASS ARBRK |
| 8.34% | 3.95% | $16.3M | 203,000 | $5.4M | 111,000 | +92,000+82.88% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.62% | 5.65% | $11.0M | 23,000 | $7.8M | 23,000 | 00.00% | Unchanged |
 SNOWFLAKE INC COM SHSSNOW |
| 5.51% | 3.68% | $10.8M | 42,300 | $5.1M | 33,600 | +8,700+25.89% | Add |
 WAYFAIR INCW |
| 4.94% | — | $9.7M | 104,500 | $0 | 0 | +104,500 | New Buy |
 MICROSOFT CORPMSFT |
| 4.77% | — | $9.3M | 25,000 | $0 | 0 | +25,000 | New Buy |
 META PLATFORMS INCMETA |
| 4.7% | 8.53% | $9.2M | 16,300 | $11.7M | 20,500 | -4,200-20.49% | Reduce |
| SSAMSARA INC CLASS AIOT |
| 4.57% | 3.87% | $8.9M | 275,200 | $5.3M | 167,779 | +107,421+64.03% | Add |
 UBER TECHNOLOGIES INCUBER |
| 2.88% | — | $5.6M | 78,000 | $0 | 0 | +78,000 | New Buy |
| OONTO INNOVATION INCONTO |
| 2.58% | 1.57% | $5.0M | 13,300 | $2.2M | 10,500 | +2,800+26.67% | Add |
| DDOORDASH INCDASH |
| 2.36% | — | $4.6M | 25,000 | $0 | 0 | +25,000 | New Buy |
