 ALPHABET INCGOOGL |
| 17.67% | 17.13% | $22.5M | 63,000 | $18.1M | 63,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 16.65% | 17.53% | $21.2M | 89,000 | $18.5M | 89,000 | 00.00% | Unchanged |
 MERCADOLIBRE INC COMMELI |
| 11.73% | 13.24% | $14.9M | 8,800 | $14.0M | 8,100 | +700+8.64% | Add |
 BLACKSTONE INCBX |
| 9.24% | 12.51% | $11.8M | 100,000 | $13.2M | 115,000 | -15,000-13.04% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 9.08% | 9.37% | $11.6M | 43,000 | $9.9M | 43,000 | 00.00% | Unchanged |
 ILLUMINA INCILMN |
| 8.01% | 6.76% | $10.2M | 58,000 | $7.1M | 58,000 | 00.00% | Unchanged |
| DDOORDASH INCDASH |
| 7.1% | 6.96% | $9.0M | 49,000 | $7.4M | 49,000 | 00.00% | Unchanged |
| AADVANCED ENERGY INDS INCAEIS |
| 5.71% | — | $7.3M | 19,500 | $0 | 0 | +19,500 | New Buy |
| AASTERA LABS INCALAB |
| 4.55% | — | $5.8M | 12,000 | $0 | 0 | +12,000 | New Buy |
 EATON CORP PLCETN |
| 4.35% | — | $5.5M | 13,000 | $0 | 0 | +13,000 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 4.05% | — | $5.2M | 7,000 | $0 | 0 | +7,000 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 1.88% | 3.21% | $2.4M | 25,000 | $3.4M | 41,000 | -16,000-39.02% | Reduce |
