 ORACLE CORPORCL |
| 26.55% | — | $27.4M | 186,831 | $0 | 0 | +186,831 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 19.81% | 12.6% | $20.4M | 212,815 | $18.7M | 148,819 | +63,996+43.00% | Add |
 NVIDIA CORPORATIONNVDA |
| 14.63% | 6.41% | $15.1M | 75,411 | $9.5M | 54,483 | +20,928+38.41% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 12.55% | — | $12.9M | 75,712 | $0 | 0 | +75,712 | New Buy |
 JD.COM INCJD |
| 8.58% | 14.07% | $8.8M | 9.0M | $20.8M | 21.0M | -12.0M-57.14% | Reduce |
| RROGERS CORPROG |
| 8.51% | 3.88% | $8.8M | 53,563 | $5.7M | 53,563 | 00.00% | Unchanged |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| 4.03% | 2.06% | $4.2M | 195,325 | $3.0M | 88,730 | +106,595+120.13% | Add |
| KKANZHUN LIMITEDBZ |
| 3.7% | 2.68% | $3.8M | 296,444 | $4.0M | 296,444 | 00.00% | Unchanged |
 Super Micro Computer, Inc.SMCI |
| 0.9% | 0.54% | $926,260 | 1.0M | $794,780 | 1.0M | 00.00% | Unchanged |
 Pdd Holdings Inc ADRPDD |
| 0.74% | — | $760,740 | 9,973 | $0 | 0 | +9,973 | New Buy |
