I ISHARES BITCOIN TRUST ETF IBIT
12.08% 15.88% $59.5M 1.8M $68.7M 1.8M 0 0.00% Unchanged SEAGATE TECHNOLOGY HLDNGS PL STX
9.78% 4.33% $48.2M 49,958 $18.7M 47,806 +2,152 +4.50% Add ALPHABET INC GOOGL
8.2% 14.94% $40.4M 113,141 $64.6M 224,655 -111,514 -49.64% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
6.88% 5.67% $33.9M 71,023 $24.5M 72,522 -1,499 -2.07% Reduce V VNET GROUP VNET
5.5% 0.1% $27.1M 3.4M $436,028 51,970 +3.3M +6,381.93% Add T TRIP COM GROUP LTD TRPCF
4.3% 5.16% $21.2M 21.5M $22.3M 21.5M 0 0.00% Unchanged S SPDR GOLD TR GLD
3.86% 5.13% $19.0M 51,590 $22.2M 51,590 0 0.00% Unchanged F FRONTLINE PLC COM USD1 FRO
3.79% 4.17% $18.7M 536,412 $18.0M 517,070 +19,342 +3.74% Add Q QFIN HOLDINGS INC
3.76% 3.6% $18.5M 21.0M $15.6M 18.0M +3.0M +16.67% Add I IQIYI INC IQ
3.7% 1.9% $18.2M 20.0M $8.2M 9.0M +11.0M +122.22% Add AMAZON COM INC AMZN
3.05% — $15.0M 63,130 $0 0 +63,130 New Buy F FINVOLUTION GROUP
2.68% — $13.2M 15.0M $0 0 +15.0M New Buy V Vishay Intertechnology Inc VSH
2.42% — $11.9M 6.0M $0 0 +6.0M New Buy T TERADYNE INC TER
2.27% 1.89% $11.2M 23,096 $8.2M 27,539 -4,443 -16.13% Reduce G GDS HLDGS LTD GDS
2.19% 3.32% $10.8M 359,082 $14.4M 356,355 +2,727 +0.77% Add APPLE INC AAPL
1.81% — $8.9M 30,756 $0 0 +30,756 New Buy FULL TRUCK ALLIANCE CO LTD YMM
1.59% 3.67% $7.8M 962,956 $15.9M 1.9M -948,785 -49.63% Reduce JOYY INC JOYY
1.2% 1.21% $5.9M 89,467 $5.2M 89,372 +95 +0.11% Add META PLATFORMS INC META
1.06% 1.83% $5.2M 9,303 $7.9M 13,838 -4,535 -32.77% Reduce WESTERN DIGITAL CORP WDC
1.06% — $5.2M 8,150 $0 0 +8,150 New Buy JD.COM INC JD
1% 1.15% $4.9M 5.0M $5.0M 5.0M 0 0.00% Unchanged NetEase, Inc. ADR NTES
0.95% — $4.7M 36,470 $0 0 +36,470 New Buy Coinbase Global Inc COIN
0.91% 1.08% $4.5M 5.0M $4.7M 5.0M 0 0.00% Unchanged Pdd Holdings Inc ADR PDD
0.86% 1.56% $4.3M 55,851 $6.7M 65,946 -10,095 -15.31% Reduce B BEONE MEDICINES LTD ONC
0.64% 0.66% $3.1M 11,009 $2.9M 9,610 +1,399 +14.56% Add M MKS INC. MKSI
0.61% 0.26% $3.0M 6,761 $1.1M 4,826 +1,935 +40.10% Add V VISHAY INTERTECHNOLOGY INC VSH
0.58% — $2.9M 53,149 $0 0 +53,149 New Buy COHERENT CORP COHR
0.58% 0.58% $2.9M 7,235 $2.5M 10,553 -3,318 -31.44% Reduce INTEL CORP INTC
0.56% 0.12% $2.8M 19,901 $529,560 12,000 +7,901 +65.84% Add KLA CORP KLAC
0.48% — $2.4M 7,912 $0 0 +7,912 New Buy M MARA HOLDINGS INC MARA
0.43% 0.5% $2.1M 2.3M $2.2M 2.3M 0 0.00% Unchanged CHINA YUCHAI INTL LTD CYD
0.42% 0.44% $2.1M 43,387 $1.9M 49,364 -5,977 -12.11% Reduce APPLIED MATLS INC AMAT
0.41% <0.01% $2.0M 2,828 $342 1 +2,827 +282,700.00% Add S SEADRILL LTD SDRL
0.41% 1.03% $2.0M 53,627 $4.4M 97,797 -44,170 -45.16% Reduce M MARA HOLDINGS INC MARA
0.41% 0.41% $2.0M 2.0M $1.8M 2.0M 0 0.00% Unchanged CATERPILLAR INC CAT
0.39% 0.15% $1.9M 1,796 $656,742 927 +869 +93.74% Add GE VERNOVA INC GEV
0.39% 0.03% $1.9M 1,615 $109,985 126 +1,489 +1,181.75% Add O ONTO INNOVATION INC ONTO
0.38% 0.14% $1.9M 4,910 $593,062 2,892 +2,018 +69.78% Add A Alphabet Inc Class C GOOG
0.37% 0.53% $1.8M 5,152 $2.3M 7,995 -2,843 -35.56% Reduce G GARRETT MOTION INC GTX
0.35% 0.12% $1.7M 47,040 $533,544 29,364 +17,676 +60.20% Add V VICOR CORP VICR
0.29% — $1.4M 3,714 $0 0 +3,714 New Buy SYNOPSYS INC SNPS
0.26% 0.13% $1.3M 2,892 $573,310 1,446 +1,446 +100.00% Add CADENCE DESIGN SYSTEM INC COM CDNS
0.26% 0.14% $1.3M 3,374 $602,700 2,169 +1,205 +55.56% Add S SANDISK CORP COM SNDK
0.25% 0.72% $1.2M 540 $3.1M 4,933 -4,393 -89.05% Reduce FREEPORT MCMORAN INC FCX
0.24% — $1.2M 19,005 $0 0 +19,005 New Buy NEWMONT CORP NEM
0.24% — $1.2M 12,793 $0 0 +12,793 New Buy N NEW ORIENTAL EDUCATION EDU
0.24% 1.68% $1.2M 25,998 $7.3M 128,543 -102,545 -79.77% Reduce Q QUALCOMM INC QCOM
0.24% — $1.2M 6,446 $0 0 +6,446 New Buy E Elbit Systems Ltd ESLT
0.23% 0.04% $1.1M 1,502 $157,931 186 +1,316 +707.53% Add BAKER HUGHES COMPANY BKR
0.21% — $1.0M 18,915 $0 0 +18,915 New Buy 
