 ALPHABET INCGOOGL |
| 15.21% | 12.13% | $20.8M | 58,204 | $13.8M | 48,024 | +10,180+21.20% | Add |
| QQXO INCQXO |
| 14.7% | 21.21% | $20.1M | 1.2M | $24.2M | 1.2M | -80,361-6.46% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 8.5% | 7.4% | $11.6M | 58,104 | $8.4M | 48,304 | +9,800+20.29% | Add |
| DDOORDASH INCDASH |
| 7.19% | 4.2% | $9.8M | 53,281 | $4.8M | 31,859 | +21,422+67.24% | Add |
 INTEL CORPINTC |
| 7.09% | 3.94% | $9.7M | 69,444 | $4.5M | 101,571 | -32,127-31.63% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 6.11% | — | $8.4M | 46,865 | $0 | 0 | +46,865 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 5.5% | — | $7.5M | 29,541 | $0 | 0 | +29,541 | New Buy |
| FFACTSET RESH SYS INCFDS |
| 5.33% | — | $7.3M | 31,696 | $0 | 0 | +31,696 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 4.94% | — | $6.8M | 93,700 | $0 | 0 | +93,700 | New Buy |
 AMAZON COM INCAMZN |
| 4.81% | — | $6.6M | 27,600 | $0 | 0 | +27,600 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.87% | 3.15% | $5.3M | 11,094 | $3.6M | 10,614 | +480+4.52% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 3.64% | 2.12% | $5.0M | 8,568 | $2.4M | 11,889 | -3,321-27.93% | Reduce |
| SSK TELECOM LTDSKM |
| 3.54% | 4.99% | $4.8M | 150,591 | $5.7M | 194,091 | -43,500-22.41% | Reduce |
 MICROSOFT CORPMSFT |
| 3.19% | 7.21% | $4.4M | 11,686 | $8.2M | 22,166 | -10,480-47.28% | Reduce |
 META PLATFORMS INCMETA |
| 1.97% | 3.96% | $2.7M | 4,782 | $4.5M | 7,880 | -3,098-39.31% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.77% | — | $2.4M | 2,100 | $0 | 0 | +2,100 | New Buy |
 ARM HOLDINGS PLCARM |
| 1.76% | 1.99% | $2.4M | 6,782 | $2.3M | 15,000 | -8,218-54.79% | Reduce |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.87% | — | $1.2M | 13,800 | $0 | 0 | +13,800 | New Buy |
