 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 8.65% | 1.36% | $60.9M | 223,836 | $8.0M | 84,700 | +139,136+164.27% | Add |
| AASTERA LABS INCALAB |
| 8.22% | — | $57.8M | 119,641 | $0 | 0 | +119,641 | New Buy |
 SYNOPSYS INCSNPS |
| 6.75% | — | $47.5M | 106,520 | $0 | 0 | +106,520 | New Buy |
| OONTO INNOVATION INCONTO |
| 5.72% | 5.79% | $40.3M | 106,373 | $33.9M | 165,373 | -59,000-35.68% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.71% | — | $40.2M | 69,200 | $0 | 0 | +69,200 | New Buy |
 AMPHENOL CORPAPH |
| 5.34% | 5.69% | $37.6M | 213,199 | $33.3M | 263,400 | -50,201-19.06% | Reduce |
 APPLIED MATLS INCAMAT |
| 5.31% | — | $37.3M | 51,640 | $0 | 0 | +51,640 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 4.8% | — | $33.8M | 35,000 | $0 | 0 | +35,000 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 4.41% | 3.5% | $31.0M | 414,100 | $20.5M | 592,300 | -178,200-30.09% | Reduce |
| EEVERPURE INC CL AEVPR |
| 4.38% | — | $30.8M | 390,900 | $0 | 0 | +390,900 | New Buy |
 VERTIV HOLDINGS COVRT |
| 4.26% | 5.11% | $30.0M | 89,486 | $29.9M | 119,331 | -29,845-25.01% | Reduce |
 COHERENT CORPCOHR |
| 4.06% | — | $28.6M | 72,400 | $0 | 0 | +72,400 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 3.93% | 4.62% | $27.7M | 32,240 | $27.0M | 38,447 | -6,207-16.14% | Reduce |
| TTERADYNE INCTER |
| 3.56% | — | $25.0M | 51,720 | $0 | 0 | +51,720 | New Buy |
 NXP SEMICONDUCTORS N VNXPI |
| 3.39% | — | $23.8M | 84,800 | $0 | 0 | +84,800 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 3.24% | — | $22.8M | 19,764 | $0 | 0 | +19,764 | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 3.14% | — | $22.1M | 100,000 | $0 | 0 | +100,000 | New Buy |
 ASML HLDG NVASML |
| 2.43% | 7.08% | $17.1M | 8,580 | $41.4M | 31,372 | -22,792-72.65% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 2.37% | 3.66% | $16.7M | 1.3M | $21.4M | 2.7M | -1.4M-52.84% | Reduce |
| MMKS INC.MKSI |
| 2.35% | 4.48% | $16.5M | 37,111 | $26.2M | 114,011 | -76,900-67.45% | Reduce |
| CCOREWEAVE INC CLASS ACRWV |
| 1.82% | — | $12.8M | 128,600 | $0 | 0 | +128,600 | New Buy |
| AALLEGRO MICROSYSTEMS INC COMALGM |
| 1.81% | 2.66% | $12.7M | 182,600 | $15.5M | 493,173 | -310,573-62.97% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 1.57% | 3.53% | $11.0M | 26,560 | $20.7M | 47,645 | -21,085-44.25% | Reduce |
| SSEMTECH CORPSMTC |
| 1.41% | — | $9.9M | 61,300 | $0 | 0 | +61,300 | New Buy |
| NNUTANIX INCNTNX |
| 1.36% | — | $9.6M | 188,399 | $0 | 0 | +188,399 | New Buy |
