S SANDISK CORP COM SNDK
8.88% 3.49% $740.5M 325,682 $208.9M 328,862 -3,180 -0.97% Reduce MICRON TECHNOLOGY INC MU
6.2% 2.54% $517.2M 448,075 $151.8M 449,260 -1,185 -0.26% Reduce NVIDIA CORPORATION NVDA
5.61% 6.88% $467.6M 2.3M $411.7M 2.4M -23,759 -1.01% Reduce APPLE INC AAPL
4.94% 6.18% $412.0M 1.4M $369.6M 1.5M -32,437 -2.23% Reduce ADVANCED MICRO DEVICES INC AMD
4.31% 1.12% $359.7M 619,172 $67.2M 330,131 +289,041 +87.55% Add LAM RESEARCH CORP LRCX
3.58% 2.36% $298.3M 688,419 $141.0M 660,133 +28,286 +4.28% Add AMAZON COM INC AMZN
3.55% 4.29% $295.8M 1.2M $256.9M 1.2M +7,963 +0.65% Add A Alphabet Inc Class C GOOG
3.41% 3.86% $283.9M 803,600 $231.0M 805,348 -1,748 -0.22% Reduce APPLIED MATLS INC AMAT
3.25% 1.35% $270.6M 374,268 $80.9M 236,560 +137,708 +58.21% Add BROADCOM INC AVGO
2.84% 2.99% $236.4M 625,760 $178.7M 577,209 +48,551 +8.41% Add ASML HLDG NV ASML
2.55% 2.29% $212.9M 107,010 $137.0M 103,708 +3,302 +3.18% Add MICROSOFT CORP MSFT
2.43% 4.02% $202.8M 543,732 $240.3M 649,109 -105,377 -16.23% Reduce I INNIO NV INIO
2.36% — $196.6M 5.0M $0 0 +5.0M New Buy T TERADYNE INC TER
2.11% 1.5% $175.6M 362,931 $89.5M 301,875 +61,056 +20.23% Add TESLA INC TSLA
1.89% 3.11% $157.7M 374,911 $186.2M 500,906 -125,995 -25.15% Reduce ALPHABET INC GOOGL
1.85% 2.06% $153.8M 430,477 $123.4M 429,134 +1,343 +0.31% Add INTEL CORP INTC
1.8% 0.89% $149.9M 1.1M $53.4M 1.2M -135,937 -11.24% Reduce META PLATFORMS INC META
1.56% 2.49% $129.9M 230,625 $149.1M 260,678 -30,053 -11.53% Reduce F FORMFACTOR INC FORM
1.49% 0.02% $124.1M 776,000 $1.2M 12,000 +764,000 +6,366.67% Add SEAGATE TECHNOLOGY HLDNGS PL STX
1.41% 0.29% $117.3M 121,597 $17.1M 43,764 +77,833 +177.85% Add WALMART INC WMT
1.34% 2.43% $112.0M 989,168 $145.3M 1.2M -180,223 -15.41% Reduce CISCO SYS INC CSCO
1.12% 1.05% $93.5M 795,971 $62.8M 809,688 -13,717 -1.69% Reduce O ONTO INNOVATION INC ONTO
1.04% — $86.3M 228,000 $0 0 +228,000 New Buy COSTCO WHOLESALE CORPORATION COST
1.01% 1.52% $83.8M 89,596 $91.0M 91,357 -1,761 -1.93% Reduce KLA CORP KLAC
0.98% 0.66% $81.3M 269,481 $39.6M 26,926 +242,555 +900.82% Add Pdd Holdings Inc ADR PDD
0.83% 1.42% $69.3M 907,898 $84.9M 830,784 +77,114 +9.28% Add C CEREBRAS SYS INC CLASS A CBRS
0.79% — $65.8M 297,940 $0 0 +297,940 New Buy PALO ALTO PANW
0.74% 0.43% $61.9M 181,601 $25.6M 159,645 +21,956 +13.75% Add NETFLIX INC NFLX
0.73% 1.37% $60.7M 850,369 $82.2M 854,845 -4,476 -0.52% Reduce T TOWER SEMICONDUCTOR LTD SHS NEW TSEM
0.71% 3.36% $58.9M 225,856 $200.8M 1.1M -918,539 -80.26% Reduce MARVELL TECHNOLOGY INC MRVL
0.67% 0.29% $56.0M 187,949 $17.5M 176,668 +11,281 +6.39% Add TEXAS INSTRS INC TXN
0.66% 0.61% $54.8M 183,793 $36.2M 186,560 -2,767 -1.48% Reduce PALANTIR TECHNOLOGIES INC PLTR
0.65% 1.14% $54.1M 464,085 $68.2M 465,900 -1,815 -0.39% Reduce WESTERN DIGITAL CORP WDC
0.64% 0.32% $53.7M 84,107 $19.0M 70,065 +14,042 +20.04% Add LINDE PLC LIN
0.59% 0.78% $48.8M 94,006 $46.9M 94,598 -592 -0.63% Reduce Q QUALCOMM INC QCOM
0.56% 0.47% $47.0M 254,344 $28.3M 219,478 +34,866 +15.89% Add AMGEN INC COM AMGN
0.56% 0.78% $46.9M 129,406 $46.5M 132,065 -2,659 -2.01% Reduce CROWDSTRIKE HLDGS INC CRWD
0.52% 0.37% $43.4M 56,932 $22.2M 56,948 -16 -0.03% Reduce ARM HOLDINGS PLC ARM
0.51% 0.07% $42.5M 119,924 $4.3M 28,352 +91,572 +322.98% Add ANALOG DEVICES INC COM ADI
0.47% 0.53% $39.1M 98,367 $31.9M 100,344 -1,977 -1.97% Reduce G GILEAD SCIENCES INC COM GILD
0.45% 0.72% $37.9M 300,113 $42.9M 308,052 -7,939 -2.58% Reduce PEPSICO INC PEP
0.45% 0.73% $37.4M 276,018 $43.5M 280,206 -4,188 -1.49% Reduce BOOKING HOLDINGS INC COM BKNG
0.45% 0.6% $37.3M 209,337 $35.9M 8,531 +200,806 +2,353.84% Add T-MOBILE US INC COM TMUS
0.44% 0.78% $36.7M 218,551 $46.9M 223,222 -4,671 -2.09% Reduce NEBIUS GROUP N V NBIS
0.44% 0.12% $36.3M 131,578 $7.2M 69,125 +62,453 +90.35% Add ROSS STORES INC COM ROST
0.42% 0.59% $34.9M 163,873 $35.4M 163,279 +594 +0.36% Add LUMENTUM HLDGS INC LITE
0.39% 3.33% $32.6M 37,935 $199.4M 283,699 -245,764 -86.63% Reduce INTUITIVE SURGICAL INC ISRG
0.39% 0.64% $32.4M 81,429 $38.0M 82,448 -1,019 -1.24% Reduce A APPLOVIN CORP APP
0.38% 0.54% $31.8M 61,743 $32.5M 81,568 -19,825 -24.30% Reduce VERTEX PHARMACEUTICALS INC VRTX
0.37% 0.48% $31.1M 62,678 $28.8M 64,591 -1,913 -2.96% Reduce 
