 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 8.38% | 7.14% | $227.3M | 235,520 | $148.6M | 379,430 | -143,910-37.93% | Reduce |
 AMAZON COM INCAMZN |
| 7.36% | 11.83% | $199.5M | 837,205 | $246.2M | 1.2M | -344,700-29.16% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 5.76% | 6.82% | $156.2M | 182,037 | $142.0M | 202,037 | -20,000-9.90% | Reduce |
| HHUT 8 CORPHUT |
| 5.33% | 0.81% | $144.6M | 1.3M | $16.8M | 358,900 | +893,662+249.00% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 4.75% | — | $128.7M | 505,700 | $0 | 0 | +505,700 | New Buy |
 NATERA INCNTRA |
| 4.6% | 1.46% | $124.9M | 460,000 | $30.4M | 152,100 | +307,900+202.43% | Add |
 WESTERN DIGITAL CORPWDC |
| 4.45% | 2.46% | $120.8M | 189,100 | $51.1M | 189,100 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.42% | 6.76% | $119.8M | 250,760 | $140.7M | 416,360 | -165,600-39.77% | Reduce |
 AMER SPORTS INC COM SHSAS |
| 4.27% | 6.89% | $115.8M | 3.4M | $143.4M | 4.4M | -933,100-21.42% | Reduce |
 DATADOG INCDDOG |
| 4.01% | — | $108.7M | 417,465 | $0 | 0 | +417,465 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 3.99% | — | $108.1M | 4.4M | $0 | 0 | +4.4M | New Buy |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 3.98% | 6% | $107.8M | 1.4M | $124.8M | 1.7M | -313,497-18.56% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.82% | 9.43% | $103.5M | 517,500 | $196.3M | 1.1M | -608,010-54.02% | Reduce |
| CCORE SCIENTIFIC INC NEWCORZ |
| 3.75% | — | $101.7M | 4.0M | $0 | 0 | +4.0M | New Buy |
 COMPASS INCCOMP |
| 3.32% | 0.74% | $89.9M | 7.3M | $15.4M | 2.1M | +5.2M+245.90% | Add |
 BLOOM ENERGY CORPBE |
| 3.16% | — | $85.7M | 283,000 | $0 | 0 | +283,000 | New Buy |
 UNITED AIRLS HLDGS INC COMUAL |
| 2.59% | 4.76% | $70.3M | 517,300 | $99.1M | 1.1M | -559,300-51.95% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.54% | — | $68.8M | 118,500 | $0 | 0 | +118,500 | New Buy |
 NUCOR CORPNUE |
| 2.52% | — | $68.4M | 307,156 | $0 | 0 | +307,156 | New Buy |
| UUNITY SOFTWARE INCU |
| 2.31% | — | $62.5M | 2.2M | $0 | 0 | +2.2M | New Buy |
| AARGAN INCAGX |
| 2.25% | — | $61.1M | 76,500 | $0 | 0 | +76,500 | New Buy |
| CCLEVELAND-CLIFFS INC NEWCLF |
| 2.15% | — | $58.3M | 6.2M | $0 | 0 | +6.2M | New Buy |
| FFORGENT POWER SOLUTIONS INCFPS |
| 2.02% | — | $54.8M | 980,783 | $0 | 0 | +980,783 | New Buy |
 BOEING COBA |
| 1.62% | 3.93% | $44.1M | 203,543 | $81.9M | 411,343 | -207,800-50.52% | Reduce |
 INTEL CORPINTC |
| 1.42% | — | $38.5M | 275,700 | $0 | 0 | +275,700 | New Buy |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 1.35% | — | $36.6M | 2.3M | $0 | 0 | +2.3M | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.26% | — | $34.2M | 200,000 | $0 | 0 | +200,000 | New Buy |
| LLIONSGATE STUDIOS CORPLION |
| 1.01% | — | $27.4M | 1.8M | $0 | 0 | +1.8M | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.87% | — | $23.7M | 107,300 | $0 | 0 | +107,300 | New Buy |
 MONGODB INC CL AMDB |
| 0.75% | 3.16% | $20.2M | 60,200 | $65.9M | 269,072 | -208,872-77.63% | Reduce |
