 MICRON TECHNOLOGY INCMU |
| 8.9% | 4.45% | $27.8M | 24,095 | $12.0M | 35,619 | -11,524-32.35% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.05% | 7.1% | $22.1M | 110,220 | $19.2M | 110,220 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.87% | 5.74% | $21.5M | 44,966 | $15.5M | 45,980 | -1,014-2.21% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 5.41% | 4.27% | $16.9M | 176,344 | $11.6M | 139,678 | +36,666+26.25% | Add |
 ROBINHOOD MKTS INCHOOD |
| 5.27% | 3.3% | $16.5M | 164,352 | $8.9M | 129,019 | +35,333+27.39% | Add |
 AMAZON COM INCAMZN |
| 5.11% | 5.15% | $16.0M | 67,003 | $14.0M | 67,000 | +3+0.00% | Add |
 ALPHABET INCGOOGL |
| 4.56% | 1.89% | $14.3M | 39,898 | $5.1M | 17,810 | +22,088+124.02% | Add |
 AXON ENTERPRISEAXON |
| 4.5% | 3.74% | $14.1M | 25,087 | $10.1M | 23,810 | +1,277+5.36% | Add |
 LAM RESEARCH CORPLRCX |
| 4.26% | 2.43% | $13.3M | 30,741 | $6.6M | 30,741 | 00.00% | Unchanged |
 NU HLDGS LTDNU |
| 4.15% | 4.72% | $13.0M | 972,044 | $12.8M | 889,106 | +82,938+9.33% | Add |
 TJX COS INC NEWTJX |
| 4.14% | 5.05% | $13.0M | 85,513 | $13.7M | 85,513 | 00.00% | Unchanged |
 BLOCK INCXYZ |
| 4.1% | 3.75% | $12.8M | 168,692 | $10.2M | 168,692 | 00.00% | Unchanged |
 CAMECO CORPCCJ |
| 3.84% | 4.8% | $12.0M | 117,796 | $13.0M | 119,521 | -1,725-1.44% | Reduce |
 SHOPIFY INCSHOP |
| 2.7% | 3.28% | $8.4M | 73,803 | $8.9M | 74,851 | -1,048-1.40% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.61% | 3.61% | $8.2M | 4,804 | $9.8M | 5,644 | -840-14.88% | Reduce |
 NETFLIX INCNFLX |
| 2.43% | 3.78% | $7.6M | 106,441 | $10.2M | 106,441 | 00.00% | Unchanged |
| WWINGSTOP INCWING |
| 2.24% | 1.77% | $7.0M | 40,469 | $4.8M | 30,909 | +9,560+30.93% | Add |
 MICROSOFT CORPMSFT |
| 2.21% | 3.49% | $6.9M | 18,506 | $9.4M | 25,499 | -6,993-27.42% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 2.16% | 1.98% | $6.8M | 73,282 | $5.4M | 57,082 | +16,200+28.38% | Add |
 ASML HLDG NVASML |
| 2.11% | 1.63% | $6.6M | 3,321 | $4.4M | 3,349 | -28-0.84% | Reduce |
 SERVICENOW INCNOW |
| 1.84% | 2.24% | $5.8M | 58,085 | $6.1M | 58,085 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.57% | 1.84% | $4.9M | 8,712 | $5.0M | 8,712 | 00.00% | Unchanged |
| MMEDLINE INC COM CL AMDLN |
| 1.46% | — | $4.6M | 115,917 | $0 | 0 | +115,917 | New Buy |
 INTUITINTU |
| 1.46% | 2.79% | $4.6M | 17,492 | $7.6M | 17,492 | 00.00% | Unchanged |
 NIKE INCNKE |
| 1.37% | 3.47% | $4.3M | 104,154 | $9.4M | 177,588 | -73,434-41.35% | Reduce |
 BLOOM ENERGY CORPBE |
| 1.28% | — | $4.0M | 13,245 | $0 | 0 | +13,245 | New Buy |
 QUANTA SVCS INCPWR |
| 1.25% | — | $3.9M | 5,437 | $0 | 0 | +5,437 | New Buy |
 ZILLOW GROUP INC CL AZ |
| 1.02% | 1.54% | $3.2M | 100,896 | $4.2M | 100,896 | 00.00% | Unchanged |
 AMER SPORTS INC COM SHSAS |
| 0.83% | — | $2.6M | 76,352 | $0 | 0 | +76,352 | New Buy |
 NEBIUS GROUP N VNBIS |
| 0.76% | — | $2.4M | 8,616 | $0 | 0 | +8,616 | New Buy |
 BROOKFIELD CORPBN |
| 0.7% | 0.77% | $2.2M | 51,365 | $2.1M | 51,365 | 00.00% | Unchanged |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.66% | — | $2.1M | 4,488 | $0 | 0 | +4,488 | New Buy |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 0.63% | 1.08% | $2.0M | 97,559 | $2.9M | 140,843 | -43,284-30.73% | Reduce |
 SAP SE SPON ADRSAP |
| 0.53% | 0.72% | $1.7M | 10,809 | $2.0M | 11,394 | -585-5.13% | Reduce |
| IISHARES MSCI INDIA ETFINDA |
| <0.01% | <0.01% | $8,742 | 177 | $8,291 | 177 | 00.00% | Unchanged |
| RROUNDHILL ETF TRUSTNCLD |
| <0.01% | — | $2,806 | 38 | $0 | 0 | +38 | New Buy |
