V VANGUARD INDEX FDS VOO
48.46% — $463.9M 630,000 $0 0 +630,000 New Buy TAIWAN SEMICONDUCTOR MANUFAC TSM
10.48% 18.26% $100.3M 210,000 $113.6M 336,000 -126,000 -37.50% Reduce META PLATFORMS INC META
9.27% 17.39% $88.7M 157,500 $108.1M 189,000 -31,500 -16.67% Reduce A Alphabet Inc Class C GOOG
7.86% 13.61% $75.3M 213,000 $84.6M 295,000 -82,000 -27.80% Reduce AMAZON COM INC AMZN
3.24% — $31.0M 130,000 $0 0 +130,000 New Buy F FUTU HLDGS LTD SPON ADS CL A FUTU
3.08% 2.2% $29.5M 315,000 $13.7M 100,000 +215,000 +215.00% Add ALPHABET INC GOOGL
2.61% 10.63% $25.0M 70,000 $66.1M 230,000 -160,000 -69.57% Reduce MICRON TECHNOLOGY INC MU
2.53% 5.81% $24.2M 21,000 $36.1M 107,000 -86,000 -80.37% Reduce TRIP COM GROUP LTD TCOM
2.52% 5.28% $24.1M 605,000 $32.9M 660,000 -55,000 -8.33% Reduce VISA INC V
2.51% — $24.0M 70,000 $0 0 +70,000 New Buy ROBINHOOD MKTS INC HOOD
2.2% 4.09% $21.1M 210,000 $25.4M 367,000 -157,000 -42.78% Reduce ROBLOX CORP CL A RBLX
1.79% 1.82% $17.1M 315,000 $11.3M 200,000 +115,000 +57.50% Add BWX TECHNOLOGIES INC BWXT
1.63% — $15.6M 80,000 $0 0 +80,000 New Buy A APPLOVIN CORP APP
1.08% — $10.3M 20,000 $0 0 +20,000 New Buy P PAYPAY CORP PAYP
0.75% — $7.2M 500,000 $0 0 +500,000 New Buy NVIDIA CORPORATION NVDA
— 8.83% $0 0 $54.9M 315,000 -315,000 Exit LUMENTUM HLDGS INC LITE
— 2.26% $0 0 $14.1M 20,000 -20,000 Exit D DOORDASH INC DASH
— 5.07% $0 0 $31.5M 210,000 -210,000 Exit Pdd Holdings Inc ADR PDD
— 2.46% $0 0 $15.3M 150,000 -150,000 Exit O ON HLDG AG ONON
— 1.64% $0 0 $10.2M 300,000 -300,000 Exit K KANZHUN LIMITED BZ
— 0.65% $0 0 $4.0M 300,000 -300,000 Exit 
