 OSCAR HEALTH INCOSCR |
| 20.22% | 14.22% | $73.5M | 2.6M | $29.7M | 2.6M | -15,964-0.62% | Reduce |
| IINFLEQTION INCINFQ |
| 15.82% | — | $57.5M | 4.3M | $0 | 0 | +4.3M | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.1% | 10.1% | $25.8M | 54,025 | $21.1M | 62,474 | -8,449-13.52% | Reduce |
 VERTIV HOLDINGS COVRT |
| 5.48% | 8.54% | $19.9M | 59,489 | $17.9M | 71,236 | -11,747-16.49% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 5.15% | 4.78% | $18.7M | 334,753 | $10.0M | 341,467 | -6,714-1.97% | Reduce |
 ROBLOX CORP CL ARBLX |
| 4.02% | 3.53% | $14.6M | 268,731 | $7.4M | 130,563 | +138,168+105.82% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 4% | 3.79% | $14.5M | 146,007 | $7.9M | 102,307 | +43,700+42.71% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 3.97% | 0.01% | $14.4M | 24,860 | $11,189 | 55 | +24,805+45,100.00% | Add |
 ARISTA NETWORKS INCANET |
| 3.56% | 4.51% | $12.9M | 76,205 | $9.4M | 76,802 | -597-0.78% | Reduce |
| AAPPLOVIN CORPAPP |
| 3.56% | 3.94% | $12.9M | 25,117 | $8.2M | 20,688 | +4,429+21.41% | Add |
 LUMENTUM HLDGS INCLITE |
| 3.5% | 3.84% | $12.7M | 14,834 | $8.0M | 11,420 | +3,414+29.89% | Add |
 ROBINHOOD MKTS INCHOOD |
| 3.23% | 3.96% | $11.7M | 117,163 | $8.3M | 119,527 | -2,364-1.98% | Reduce |
 CLOUDFLARE INCNET |
| 3.23% | 4.26% | $11.7M | 47,886 | $8.9M | 43,180 | +4,706+10.90% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.14% | 4.23% | $11.4M | 14,971 | $8.8M | 22,635 | -7,664-33.86% | Reduce |
 GE VERNOVA INCGEV |
| 2.8% | 0.01% | $10.2M | 8,662 | $23,568 | 27 | +8,635+31,981.48% | Add |
| SSANDISK CORP COMSNDK |
| 2.39% | — | $8.7M | 3,823 | $0 | 0 | +3,823 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.21% | 4.18% | $8.0M | 68,776 | $8.7M | 59,765 | +9,011+15.08% | Add |
 DATADOG INCDDOG |
| 2.2% | 3.62% | $8.0M | 30,650 | $7.6M | 64,199 | -33,549-52.26% | Reduce |
| TTOAST INC CL ATOST |
| 1.93% | 5.46% | $7.0M | 252,629 | $11.4M | 430,893 | -178,264-41.37% | Reduce |
| SSAMSARA INC CLASS AIOT |
| 1.57% | 4.92% | $5.7M | 175,678 | $10.3M | 324,795 | -149,117-45.91% | Reduce |
| EETHOS TECHNOLOGIES INCLIFE |
| 0.59% | — | $2.2M | 119,143 | $0 | 0 | +119,143 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 0.04% | 0.07% | $152,869 | 764 | $155,042 | 889 | -125-14.06% | Reduce |
 APPLE INCAAPL |
| 0.04% | 0.05% | $142,076 | 491 | $109,130 | 430 | +61+14.19% | Add |
 ALPHABET INCGOOGL |
| 0.04% | — | $141,876 | 397 | $0 | 0 | +397 | New Buy |
 MICROSOFT CORPMSFT |
| 0.03% | 0.03% | $95,120 | 255 | $70,332 | 190 | +65+34.21% | Add |
 AMAZON COM INCAMZN |
| 0.02% | 0.03% | $84,134 | 353 | $61,856 | 297 | +56+18.86% | Add |
 BROADCOM INCAVGO |
| 0.02% | 0.03% | $72,150 | 191 | $55,402 | 179 | +12+6.70% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.02% | 0.01% | $71,566 | 62 | $14,865 | 44 | +18+40.91% | Add |
 META PLATFORMS INCMETA |
| 0.02% | 0.03% | $64,215 | 114 | $65,223 | 114 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.01% | 0.02% | $46,687 | 111 | $41,264 | 111 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.01% | 0.01% | $36,150 | 50 | $17,089 | 50 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.01% | 0.01% | $33,366 | 77 | $13,461 | 63 | +14+22.22% | Add |
 INTEL CORPINTC |
| 0.01% | — | $29,462 | 211 | $0 | 0 | +211 | New Buy |
| CCOMFORT SYS USA INCFIX |
| 0.01% | — | $23,783 | 12 | $0 | 0 | +12 | New Buy |
 JFROG LTDFROG |
| 0.01% | — | $23,174 | 255 | $0 | 0 | +255 | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.01% | 0.01% | $21,844 | 55 | $13,044 | 41 | +14+34.15% | Add |
 TWILIO INCTWLO |
| 0.01% | — | $20,839 | 101 | $0 | 0 | +101 | New Buy |
 SHOPIFY INCSHOP |
| 0.01% | 0.01% | $19,411 | 170 | $28,587 | 241 | -71-29.46% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| <0.01% | 3% | $15,779 | 62 | $6.3M | 41,652 | -41,590-99.85% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| <0.01% | 0.01% | $15,336 | 82 | $13,152 | 135 | -53-39.26% | Reduce |
| QQUALCOMM INCQCOM |
| <0.01% | — | $11,642 | 63 | $0 | 0 | +63 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| <0.01% | 0.01% | $11,618 | 161 | $11,581 | 161 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| <0.01% | — | $10,781 | 151 | $0 | 0 | +151 | New Buy |
