 INTEL CORPINTC |
| 15.77% | 10.32% | $25.3M | 181,300 | $11.9M | 270,000 | -88,700-32.85% | Reduce |
| GGLOBAL E ONLINE LTDGLBE |
| 15.32% | 20.94% | $24.6M | 708,338 | $24.2M | 783,991 | -75,653-9.65% | Reduce |
 AMAZON COM INCAMZN |
| 12.6% | 16.2% | $20.2M | 84,860 | $18.7M | 89,860 | -5,000-5.56% | Reduce |
 SHOPIFY INCSHOP |
| 10.43% | 15.06% | $16.7M | 146,600 | $17.4M | 146,600 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 9.47% | — | $15.2M | 27,000 | $0 | 0 | +27,000 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 8.95% | 9.04% | $14.4M | 18,840 | $10.4M | 26,730 | -7,890-29.52% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 6.72% | 7.17% | $10.8M | 42,400 | $8.3M | 54,900 | -12,500-22.77% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 5.68% | — | $9.1M | 5,372 | $0 | 0 | +5,372 | New Buy |
| DDUOLINGO INCDUOL |
| 5.36% | 6.38% | $8.6M | 74,800 | $7.4M | 74,800 | 00.00% | Unchanged |
| QQUANTUMSCAPE CORPQS |
| 3.99% | 4.68% | $6.4M | 848,000 | $5.4M | 848,000 | 00.00% | Unchanged |
 DLOCAL LTDDLO |
| 2.97% | — | $4.8M | 366,878 | $0 | 0 | +366,878 | New Buy |
 THE TRADE DESK INCTTD |
| 2.74% | 4.78% | $4.4M | 243,300 | $5.5M | 243,300 | 00.00% | Unchanged |
