 MICRON TECHNOLOGY INCMU |
| 22.97% | 6.76% | $98.8M | 85,628 | $16.3M | 48,138 | +37,490+77.88% | Add |
| SSANDISK CORP COMSNDK |
| 12.59% | 4.27% | $54.2M | 23,828 | $10.3M | 16,190 | +7,638+47.18% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.47% | 9.4% | $32.1M | 160,514 | $22.6M | 129,740 | +30,774+23.72% | Add |
 TESLA INCTSLA |
| 2.96% | 4.73% | $12.7M | 30,282 | $11.4M | 30,640 | -358-1.17% | Reduce |
 MICROSOFT CORPMSFT |
| 2.95% | 2.81% | $12.7M | 34,013 | $6.8M | 18,254 | +15,759+86.33% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 2.2% | 0.39% | $9.5M | 31,795 | $929,089 | 9,380 | +22,415+238.97% | Add |
 SOFI TECHNOLOGIES INC COMSOFI |
| 2.16% | 2.6% | $9.3M | 519,016 | $6.3M | 394,867 | +124,149+31.44% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.86% | 5.22% | $8.0M | 68,732 | $12.6M | 85,917 | -17,185-20.00% | Reduce |
 INTEL CORPINTC |
| 1.81% | 0.7% | $7.8M | 55,877 | $1.7M | 38,223 | +17,654+46.19% | Add |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.74% | $6.0M | 16,926 | $4.2M | 14,568 | +2,358+16.19% | Add |
 META PLATFORMS INCMETA |
| 1.29% | 1.44% | $5.6M | 9,876 | $3.5M | 6,040 | +3,836+63.51% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.22% | 0.31% | $5.2M | 8,207 | $754,938 | 2,791 | +5,416+194.05% | Add |
| AAST SPACEMOBILE INC COM CL AASTS |
| 1.19% | 1.07% | $5.1M | 57,580 | $2.6M | 31,087 | +26,493+85.22% | Add |
| IINVESCO QQQ TRVOO |
| 1.14% | 1.5% | $4.9M | 6,656 | $3.6M | 6,259 | +397+6.34% | Add |
 BROADCOM INCAVGO |
| 1.14% | 2.05% | $4.9M | 12,935 | $4.9M | 15,976 | -3,041-19.03% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.98% | 1.07% | $4.2M | 8,848 | $2.6M | 7,655 | +1,193+15.58% | Add |
| IIONQ INCIONQ |
| 0.98% | 0.89% | $4.2M | 78,763 | $2.1M | 74,267 | +4,496+6.05% | Add |
 ARM HOLDINGS PLCARM |
| 0.89% | 0.67% | $3.8M | 10,810 | $1.6M | 10,667 | +143+1.34% | Add |
 NETFLIX INCNFLX |
| 0.89% | 1.78% | $3.8M | 53,401 | $4.3M | 44,654 | +8,747+19.59% | Add |
 ALPHABET INCGOOGL |
| 0.85% | 1.49% | $3.6M | 10,191 | $3.6M | 12,479 | -2,288-18.33% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.84% | 0.68% | $3.6M | 6,209 | $1.6M | 8,020 | -1,811-22.58% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.79% | 1.36% | $3.4M | 3,939 | $3.3M | 4,654 | -715-15.36% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.76% | 0.3% | $3.2M | 3,367 | $723,189 | 1,846 | +1,521+82.39% | Add |
 AMAZON COM INCAMZN |
| 0.67% | 1.04% | $2.9M | 12,062 | $2.5M | 12,048 | +14+0.12% | Add |
 APPLIED MATLS INCAMAT |
| 0.64% | 0.11% | $2.7M | 3,803 | $266,938 | 781 | +3,022+386.94% | Add |
| AASTERA LABS INCALAB |
| 0.63% | 0.43% | $2.7M | 5,590 | $1.0M | 9,355 | -3,765-40.25% | Reduce |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.62% | — | $2.7M | 17,986 | $0 | 0 | +17,986 | New Buy |
 IREN LTDIREN |
| 0.62% | 1.18% | $2.7M | 58,261 | $2.8M | 83,091 | -24,830-29.88% | Reduce |
| WWORLD GOLD TRGLD |
| 0.61% | 1.42% | $2.6M | 33,090 | $3.4M | 36,785 | -3,695-10.04% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.58% | 0.59% | $2.5M | 9,203 | $1.4M | 15,068 | -5,865-38.92% | Reduce |
 CLOUDFLARE INCNET |
| 0.58% | 0.62% | $2.5M | 10,145 | $1.5M | 7,259 | +2,886+39.76% | Add |
| SSTRATEGY INCMSTR |
| 0.56% | 1.18% | $2.4M | 27,929 | $2.8M | 22,815 | +5,114+22.42% | Add |
 BLOOM ENERGY CORPBE |
| 0.53% | 0.27% | $2.3M | 7,550 | $660,514 | 4,875 | +2,675+54.87% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.51% | 1.16% | $2.2M | 22,102 | $2.8M | 35,953 | -13,851-38.53% | Reduce |
| RRUBRIK INC CLASS ARBRK |
| 0.48% | 0.21% | $2.1M | 25,652 | $501,306 | 10,237 | +15,415+150.58% | Add |
| QQUALCOMM INCQCOM |
| 0.48% | 0.44% | $2.1M | 11,118 | $1.1M | 8,236 | +2,882+34.99% | Add |
 SERVICENOW INCNOW |
| 0.47% | 0.16% | $2.0M | 20,154 | $373,871 | 3,576 | +16,578+463.59% | Add |
 APPLE INCAAPL |
| 0.46% | 0.65% | $2.0M | 6,824 | $1.6M | 6,125 | +699+11.41% | Add |
 VANECK ETF TRUSTSMH |
| 0.45% | — | $1.9M | 2,938 | $0 | 0 | +2,938 | New Buy |
 ORACLE CORPORCL |
| 0.44% | 1.08% | $1.9M | 12,915 | $2.6M | 17,618 | -4,703-26.69% | Reduce |
 COINBASE GLOBALCOIN |
| 0.42% | 1.08% | $1.8M | 12,500 | $2.6M | 14,932 | -2,432-16.29% | Reduce |
 ELI LILLY & COLLY |
| 0.42% | 0.7% | $1.8M | 1,505 | $1.7M | 1,832 | -327-17.85% | Reduce |
| IISHARES SILVER TRSLV |
| 0.39% | 1.12% | $1.7M | 30,987 | $2.7M | 39,537 | -8,550-21.63% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.38% | $1.6M | 1,394 | $910,435 | 1,043 | +351+33.65% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.36% | 3.78% | $1.6M | 3,764 | $9.1M | 33,626 | -29,862-88.81% | Reduce |
| OOKLO INCOKLO |
| 0.35% | 0.42% | $1.5M | 29,048 | $1.0M | 20,482 | +8,566+41.82% | Add |
 REDDIT INC CL ARDDT |
| 0.35% | 0.29% | $1.5M | 8,671 | $701,930 | 5,213 | +3,458+66.33% | Add |
| JJOBY AVIATION INCJOBY |
| 0.34% | 0.47% | $1.5M | 165,521 | $1.1M | 137,773 | +27,748+20.14% | Add |
 ADOBE INC COMADBE |
| 0.32% | 0.57% | $1.4M | 6,732 | $1.4M | 5,611 | +1,121+19.98% | Add |
| IISHARES TRTLT |
| 0.32% | 0.63% | $1.4M | 15,705 | $1.5M | 17,495 | -1,790-10.23% | Reduce |
