| AAlphabet Inc Class CGOOG |
| 22.48% | 30.5% | $370.9M | 1.0M | $345.6M | 1.2M | -155,230-12.88% | Reduce |
 INTEL CORPINTC |
| 15.65% | — | $258.2M | 1.8M | $0 | 0 | +1.8M | New Buy |
 NVIDIA CORPORATIONNVDA |
| 13.15% | 19.79% | $216.9M | 1.1M | $224.2M | 1.3M | -201,882-15.70% | Reduce |
| SSANDISK CORP COMSNDK |
| 10.65% | — | $175.7M | 77,276 | $0 | 0 | +77,276 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 10.33% | 2.18% | $170.4M | 147,587 | $24.7M | 73,030 | +74,557+102.09% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 8.85% | — | $146.1M | 251,437 | $0 | 0 | +251,437 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 7.93% | — | $130.8M | 439,119 | $0 | 0 | +439,119 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.97% | 6.25% | $65.6M | 137,289 | $70.9M | 209,719 | -72,430-34.54% | Reduce |
 ARM HOLDINGS PLCARM |
| 3.24% | — | $53.4M | 150,573 | $0 | 0 | +150,573 | New Buy |
 BROADCOM INCAVGO |
| 1.51% | — | $24.9M | 65,947 | $0 | 0 | +65,947 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 1.36% | — | $22.4M | 26,122 | $0 | 0 | +26,122 | New Buy |
 AMAZON COM INCAMZN |
| 0.87% | 3.34% | $14.3M | 59,897 | $37.8M | 181,540 | -121,643-67.01% | Reduce |
 META PLATFORMS INCMETA |
| 0.01% | 6.91% | $135,752 | 241 | $78.3M | 136,772 | -136,531-99.82% | Reduce |
