 BROADCOM INCAVGO |
| 17.96% | 13.2% | $66.4M | 175,800 | $53.7M | 173,300 | +2,500+1.44% | Add |
 MICRON TECHNOLOGY INCMU |
| 13.04% | — | $48.2M | 41,763 | $0 | 0 | +41,763 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 12.07% | 8.99% | $44.6M | 52,030 | $36.6M | 52,030 | 00.00% | Unchanged |
 VANECK ETF TRUSTSMH |
| 10.48% | — | $38.8M | 59,100 | $0 | 0 | +59,100 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 9.63% | — | $35.6M | 119,500 | $0 | 0 | +119,500 | New Buy |
 CIENA CORPCIEN |
| 8.35% | 5.32% | $30.9M | 62,930 | $21.6M | 55,730 | +7,200+12.92% | Add |
| AASTERA LABS INCALAB |
| 6.03% | — | $22.3M | 46,200 | $0 | 0 | +46,200 | New Buy |
 COHERENT CORPCOHR |
| 4.59% | 2.2% | $17.0M | 43,000 | $9.0M | 37,600 | +5,400+14.36% | Add |
 ARISTA NETWORKS INCANET |
| 3.95% | 2.6% | $14.6M | 86,000 | $10.6M | 86,000 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 3.53% | 0.63% | $13.1M | 36,980 | $2.5M | 8,860 | +28,120+317.38% | Add |
 VERTIV HOLDINGS COVRT |
| 3.36% | 1.66% | $12.4M | 37,100 | $6.7M | 26,900 | +10,200+37.92% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.02% | — | $11.2M | 41,100 | $0 | 0 | +41,100 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.59% | — | $5.9M | 34,500 | $0 | 0 | +34,500 | New Buy |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.96% | — | $3.5M | 41,000 | $0 | 0 | +41,000 | New Buy |
 BLOOM ENERGY CORPBE |
| 0.66% | 0.27% | $2.5M | 8,100 | $1.1M | 8,100 | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 0.52% | 2.31% | $1.9M | 19,000 | $9.4M | 135,500 | -116,500-85.98% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.27% | — | $987,547 | 1,700 | $0 | 0 | +1,700 | New Buy |
