| NNAVAN INCNAVN |
| 46.15% | 33.39% | $134.3M | 5.9M | $77.8M | 5.9M | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 36.16% | 31.23% | $105.3M | 1.0M | $72.8M | 1.0M | 00.00% | Unchanged |
| BBILLIONTOONE INCBLLN |
| 9.62% | 7.91% | $28.0M | 233,333 | $18.4M | 233,333 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 1.74% | 5.35% | $5.1M | 11,669 | $12.5M | 58,345 | -46,676-80.00% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.32% | 5.86% | $3.9M | 8,077 | $13.6M | 40,383 | -32,306-80.00% | Reduce |
| BBICARA THERAPEUTICS INCBCAX |
| 1.16% | 0.97% | $3.4M | 113,780 | $2.3M | 113,780 | 00.00% | Unchanged |
 ON SEMICONDUCTOR CORP COMON |
| 0.83% | 3.39% | $2.4M | 25,542 | $7.9M | 127,709 | -102,167-80.00% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.58% | 0.63% | $1.7M | 8,418 | $1.5M | 8,418 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| 0.52% | 4.47% | $1.5M | 3,860 | $10.4M | 43,744 | -39,884-91.18% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.39% | 1.09% | $1.1M | 3,761 | $2.5M | 18,806 | -15,045-80.00% | Reduce |
| PPROCORE TECHNOLOGIES INCPCOR |
| 0.37% | 0.65% | $1.1M | 26,649 | $1.5M | 26,649 | 00.00% | Unchanged |
| CCHIME FINL INCCHYM |
| 0.35% | 0.1% | $1.0M | 50,185 | $222,475 | 11,878 | +38,307+322.50% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.31% | 1.3% | $897,569 | 5,868 | $3.0M | 32,598 | -26,730-82.00% | Reduce |
 SYNOPSYS INCSNPS |
| 0.23% | 1.27% | $663,752 | 1,488 | $3.0M | 7,442 | -5,954-80.01% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.14% | 1.74% | $413,488 | 2,434 | $4.1M | 33,038 | -30,604-92.63% | Reduce |
 BROADCOM INCAVGO |
| 0.13% | 0.65% | $372,084 | 985 | $1.5M | 4,927 | -3,942-80.01% | Reduce |
