V VANGUARD INDEX FDS VOO
12.52% — $128.6M 174,700 $0 0 +174,700 New Buy ADVANCED MICRO DEVICES INC AMD
9.32% 5.43% $95.7M 164,810 $36.5M 179,476 -14,666 -8.17% Reduce COUPANG INC CLASS A CPNG
6.46% 15.61% $66.4M 3.8M $105.0M 5.6M -1.7M -31.29% Reduce N NORWEGIAN CRUISE LINE HLDGS LT SHS NCLH
5.47% 7.4% $56.2M 2.7M $49.8M 2.7M 0 0.00% Unchanged AMAZON COM INC AMZN
4.78% 9.95% $49.1M 206,112 $66.9M 321,249 -115,137 -35.84% Reduce MARRIOTT INTL INC NEW MAR
4.41% 5.94% $45.3M 122,210 $40.0M 122,210 0 0.00% Unchanged ROYAL CARIBBEAN RCL
4.34% 5.74% $44.6M 140,407 $38.6M 140,407 0 0.00% Unchanged R RIOT PLATFORMS INC RIOT
4.18% — $42.9M 1.6M $0 0 +1.6M New Buy H HUT 8 CORP HUT
4.15% — $42.6M 369,108 $0 0 +369,108 New Buy A AMERICAN AIRLINES GROUP INC AAL
3.97% 1.36% $40.8M 2.3M $9.1M 850,000 +1.4M +165.41% Add NVIDIA CORPORATION NVDA
3.88% 2.71% $39.9M 199,179 $18.3M 104,679 +94,500 +90.28% Add E ECHOSTAR CORP CLASS CLASS A ECHO
3.81% 3.36% $39.1M 385,558 $22.6M 193,158 +192,400 +99.61% Add META PLATFORMS INC META
3.53% 5.99% $36.3M 64,416 $40.3M 70,379 -5,963 -8.47% Reduce VISTRA CORP VST
3.47% 2.68% $35.6M 224,523 $18.0M 119,723 +104,800 +87.54% Add HUMANA INC COM HUM
3.46% 2.3% $35.5M 89,376 $15.5M 89,376 0 0.00% Unchanged TAIWAN SEMICONDUCTOR MANUFAC TSM
3.16% 3.27% $32.5M 68,039 $22.0M 65,039 +3,000 +4.61% Add MICROSOFT CORP MSFT
2.69% 3.72% $27.6M 74,103 $25.0M 67,588 +6,515 +9.64% Add ALPHABET INC GOOGL
2.6% 3.67% $26.7M 74,726 $24.7M 85,776 -11,050 -12.88% Reduce DELTA AIR LINES INC DAL
2.52% — $25.9M 276,846 $0 0 +276,846 New Buy UNITED RENTALS INC URI
2.28% 2.24% $23.4M 20,666 $15.1M 20,666 0 0.00% Unchanged UBER TECHNOLOGIES INC UBER
2.05% 0.17% $21.1M 292,500 $1.2M 16,000 +276,500 +1,728.13% Add MASTERCARD INCORPORATED MA
1.87% 2.77% $19.2M 37,310 $18.6M 37,310 0 0.00% Unchanged VISA INC V
1.64% 2% $16.8M 49,072 $13.5M 44,572 +4,500 +10.10% Add T TERAWULF INC COM WULF
1.14% — $11.7M 474,105 $0 0 +474,105 New Buy K KEEL INFRASTRUCTURE CORP KEEL
1.11% — $11.4M 2.0M $0 0 +2.0M New Buy COINBASE GLOBAL COIN
0.77% — $7.9M 53,800 $0 0 +53,800 New Buy D DOORDASH INC DASH
0.27% — $2.8M 15,000 $0 0 +15,000 New Buy CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 CRDO
0.15% — $1.6M 5,815 $0 0 +5,815 New Buy S SPACE EXPLORATION TECHN CORP SPCX
0.02% — $170,860 1,000 $0 0 +1,000 New Buy E EQUIPMENTSHARE COM INC EQPT
<0.01% <0.01% $19,660 1,000 $20,370 1,000 0 0.00% Unchanged 
