 GE VERNOVA INCGEV |
| 11.2% | 13.44% | $14.7M | 12,500 | $10.9M | 12,500 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 9.15% | 12.89% | $12.0M | 60,000 | $10.5M | 60,000 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 8.52% | 5.98% | $11.2M | 80,000 | $4.9M | 110,000 | -30,000-27.27% | Reduce |
 ELI LILLY & COLLY |
| 8.23% | 10.19% | $10.8M | 9,000 | $8.3M | 9,000 | 00.00% | Unchanged |
| RROCKET LAB CORP COMRKLB |
| 7.75% | 7.91% | $10.2M | 100,000 | $6.4M | 100,000 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 7.3% | 3.73% | $9.6M | 27,000 | $3.0M | 20,000 | +7,000+35.00% | Add |
 ROBINHOOD MKTS INCHOOD |
| 6.5% | — | $8.5M | 85,000 | $0 | 0 | +85,000 | New Buy |
 SPHERE ENTERTAINMENT COSPHR |
| 6.07% | 5.21% | $8.0M | 46,000 | $4.2M | 36,000 | +10,000+27.78% | Add |
 TWILIO INCTWLO |
| 5.03% | — | $6.6M | 32,000 | $0 | 0 | +32,000 | New Buy |
| CCARVANA CO CL ACVNA |
| 4.52% | — | $5.9M | 90,000 | $0 | 0 | +90,000 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 4.45% | 9.01% | $5.8M | 50,000 | $7.3M | 50,000 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 4.42% | — | $5.8M | 13,000 | $0 | 0 | +13,000 | New Buy |
 AMAZON COM INCAMZN |
| 4.36% | 6.75% | $5.7M | 24,000 | $5.5M | 26,300 | -2,300-8.75% | Reduce |
 MICROSOFT CORPMSFT |
| 4.27% | 4.83% | $5.6M | 15,000 | $3.9M | 10,600 | +4,400+41.51% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.28% | — | $3.0M | 6,500 | $0 | 0 | +6,500 | New Buy |
| TTERADYNE INCTER |
| 2.21% | — | $2.9M | 6,000 | $0 | 0 | +6,000 | New Buy |
 CLOUDFLARE INCNET |
| 2.15% | — | $2.8M | 11,500 | $0 | 0 | +11,500 | New Buy |
 GUARDANT HEALTH INCGH |
| 1.6% | — | $2.1M | 14,000 | $0 | 0 | +14,000 | New Buy |
