 NVIDIA CORPORATIONNVDA |
| 9.8% | 9.7% | $10.4M | 55,992 | $26.2M | 140,298 | -84,306-60.09% | Reduce |
 APPLE INCAAPL |
| 8.82% | 8.32% | $9.4M | 34,570 | $22.4M | 88,155 | -53,585-60.78% | Reduce |
 MICROSOFT CORPMSFT |
| 7.75% | 8.42% | $8.3M | 17,085 | $22.7M | 43,848 | -26,763-61.04% | Reduce |
 BROADCOM INCAVGO |
| 5.49% | 5.2% | $5.8M | 16,898 | $14.0M | 42,530 | -25,632-60.27% | Reduce |
 AMAZON COM INCAMZN |
| 5.31% | 5.02% | $5.7M | 24,522 | $13.5M | 61,645 | -37,123-60.22% | Reduce |
 ALPHABET INCGOOGL |
| 3.86% | 3.09% | $4.1M | 13,136 | $8.3M | 34,277 | -21,141-61.68% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.62% | 2.92% | $3.9M | 12,276 | $7.9M | 32,365 | -20,089-62.07% | Reduce |
 TESLA INCTSLA |
| 3.51% | 3.52% | $3.7M | 8,319 | $9.5M | 21,367 | -13,048-61.07% | Reduce |
 META PLATFORMS INCMETA |
| 3% | 3.34% | $3.2M | 4,845 | $9.0M | 12,268 | -7,423-60.51% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.13% | 2.2% | $2.3M | 12,774 | $5.9M | 32,546 | -19,772-60.75% | Reduce |
 NETFLIX INCNFLX |
| 2.11% | 2.8% | $2.2M | 23,940 | $7.5M | 6,294 | +17,646+280.36% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.94% | 1.46% | $2.1M | 9,656 | $3.9M | 24,357 | -14,701-60.36% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.91% | 2.28% | $2.0M | 2,361 | $6.1M | 6,632 | -4,271-64.40% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.78% | 1.03% | $1.9M | 6,628 | $2.8M | 16,608 | -9,980-60.09% | Reduce |
 CISCO SYS INCCSCO |
| 1.65% | 1.54% | $1.8M | 22,936 | $4.2M | 60,830 | -37,894-62.29% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.2% | 0.97% | $1.3M | 7,485 | $2.6M | 19,629 | -12,144-61.87% | Reduce |
 T-MOBILE US INC COMTMUS |
| 1.14% | 1.57% | $1.2M | 5,983 | $4.2M | 17,695 | -11,712-66.19% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.13% | 1.14% | $1.2M | 1,781 | $3.1M | 4,285 | -2,504-58.44% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.1% | 0.95% | $1.2M | 4,561 | $2.6M | 12,551 | -7,990-63.66% | Reduce |
 SHOPIFY INCSHOP |
| 1.07% | 0.95% | $1.1M | 7,109 | $2.6M | 17,175 | -10,066-58.61% | Reduce |
 LINDE PLCLIN |
| 1.03% | 1.27% | $1.1M | 2,568 | $3.4M | 7,240 | -4,672-64.53% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.03% | 0.88% | $1.1M | 1,929 | $2.4M | 5,283 | -3,354-63.49% | Reduce |
 KLA CORPKLAC |
| 0.97% | 0.81% | $1.0M | 851 | $2.2M | 2,017 | -1,166-57.81% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.93% | 1.06% | $990,736 | 185 | $2.9M | 528 | -343-64.96% | Reduce |
 PEPSICO INCPEP |
| 0.91% | 1.08% | $972,204 | 6,774 | $2.9M | 20,807 | -14,033-67.44% | Reduce |
 AMGEN INC COMAMGN |
| 0.87% | 0.84% | $926,615 | 2,831 | $2.3M | 8,029 | -5,198-64.74% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.82% | 0.78% | $875,504 | 7,133 | $2.1M | 18,878 | -11,745-62.22% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.81% | 0.95% | $865,021 | 4,986 | $2.6M | 13,974 | -8,988-64.32% | Reduce |
 INTUITINTU |
| 0.76% | 1.07% | $810,802 | 1,224 | $2.9M | 4,235 | -3,011-71.10% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.73% | 0.68% | $775,903 | 2,861 | $1.8M | 7,439 | -4,578-61.54% | Reduce |
 INTEL CORPINTC |
| 0.71% | 0.57% | $755,638 | 20,478 | $1.5M | 45,622 | -25,144-55.11% | Reduce |
 PALO ALTOPANW |
| 0.68% | 0.74% | $728,695 | 3,956 | $2.0M | 9,750 | -5,794-59.43% | Reduce |
| QQUALCOMM INCQCOM |
| 0.66% | 1.03% | $698,226 | 4,082 | $2.8M | 16,754 | -12,672-75.64% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.65% | 0.64% | $695,171 | 1,483 | $1.7M | 3,504 | -2,021-57.68% | Reduce |
 HONEYWELL INTL INCHON |
| 0.65% | 0.77% | $694,911 | 3,562 | $2.1M | 9,813 | -6,251-63.70% | Reduce |
 ADOBE INC COMADBE |
| 0.65% | 0.57% | $690,530 | 1,973 | $1.5M | 4,386 | -2,413-55.02% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.64% | 0.58% | $677,320 | 1,494 | $1.6M | 3,986 | -2,492-62.52% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.58% | 0.57% | $618,929 | 1,752 | $1.5M | 4,693 | -2,941-62.67% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.55% | 0.68% | $590,178 | 293 | $1.8M | 790 | -497-62.91% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.55% | 0.67% | $588,285 | 2,287 | $1.8M | 6,123 | -3,836-62.65% | Reduce |
 ASML HLDG NVASML |
| 0.55% | 0.5% | $585,213 | 547 | $1.3M | 1,381 | -834-60.39% | Reduce |
 SYNOPSYS INCSNPS |
| 0.52% | 0.49% | $550,512 | 1,172 | $1.3M | 2,696 | -1,524-56.53% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.51% | 0.53% | $546,702 | 1,749 | $1.4M | 4,056 | -2,307-56.88% | Reduce |
| DDOORDASH INCDASH |
| 0.51% | 0.57% | $542,193 | 2,394 | $1.5M | 5,690 | -3,296-57.93% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.47% | 0.41% | $501,658 | 1,617 | $1.1M | 4,221 | -2,604-61.69% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.42% | 0.53% | $446,473 | 4,895 | $1.4M | 13,185 | -8,290-62.87% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.41% | 0.4% | $431,528 | 5,078 | $1.1M | 12,967 | -7,889-60.84% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.4% | 0.36% | $426,745 | 5,566 | $982,861 | 14,602 | -9,036-61.88% | Reduce |
 STARBUCKS CORPSBUX |
| 0.4% | 0.36% | $425,261 | 5,050 | $978,653 | 11,568 | -6,518-56.35% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.4% | 0.67% | $425,185 | 14,225 | $1.8M | 58,466 | -44,241-75.67% | Reduce |
