 TESLA INCTSLA |
| 12.42% | 5.54% | $22.8M | 110,000 | $40.6M | 330,000 | -220,000-66.67% | Reduce |
 FLOOR & DECOR HLDGS INCFND |
| 9.35% | 2.33% | $17.2M | 175,000 | $17.1M | 245,000 | -70,000-28.57% | Reduce |
 MICROSOFT CORPMSFT |
| 8.63% | 4.74% | $15.9M | 55,000 | $34.8M | 145,000 | -90,000-62.07% | Reduce |
 AMAZON COM INCAMZN |
| 8.43% | 10.2% | $15.5M | 150,000 | $74.8M | 890,000 | -740,000-83.15% | Reduce |
 META PLATFORMS INCMETA |
| 7.5% | — | $13.8M | 65,000 | $0 | 0 | +65,000 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 6.72% | 4% | $12.4M | 40,000 | $29.3M | 95,000 | -55,000-57.89% | Reduce |
 TRADEWEB MKTS INCTW |
| 6.45% | — | $11.9M | 150,000 | $0 | 0 | +150,000 | New Buy |
 HALEON PLC SPON ADSHLN |
| 6.2% | 1.85% | $11.4M | 1.4M | $13.6M | 1.7M | -300,000-17.65% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 5.77% | 1.37% | $10.6M | 4,000 | $10.1M | 5,000 | -1,000-20.00% | Reduce |
 AIRBNB INC COM CL AABNB |
| 5.42% | — | $10.0M | 80,000 | $0 | 0 | +80,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 4.68% | — | $8.6M | 70,000 | $0 | 0 | +70,000 | New Buy |
 KLA CORPKLAC |
| 4.34% | 2.06% | $8.0M | 20,000 | $15.1M | 40,000 | -20,000-50.00% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 4.27% | — | $7.8M | 80,000 | $0 | 0 | +80,000 | New Buy |
 ARISTA NETWORKS INCANET |
| 3.2% | — | $5.9M | 35,000 | $0 | 0 | +35,000 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.54% | — | $4.7M | 35,000 | $0 | 0 | +35,000 | New Buy |
 WORKDAY INCWDAY |
| 1.69% | — | $3.1M | 15,000 | $0 | 0 | +15,000 | New Buy |
| RRHRH |
| 1.33% | 0.73% | $2.4M | 10,000 | $5.3M | 20,000 | -10,000-50.00% | Reduce |
| PPROCORE TECHNOLOGIES INCPCOR |
| 0.68% | — | $1.3M | 20,000 | $0 | 0 | +20,000 | New Buy |
 SHOPIFY INCSHOP |
| 0.39% | — | $719,100 | 15,000 | $0 | 0 | +15,000 | New Buy |
