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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 2.26% | 2,107,240 | $2,432,366,060 | 2,107,240 | New | $1154.29 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 1.45% | 2,690,220 | $1,562,775,700 | 2,690,220 | New | $580.91 | 13F |
| SPCX | SPACE EXPLORATION TECHN CORP | 1.44% | 9,106,976 | $1,556,017,920 | 9,106,976 | New | $170.86 | 13F |
| SNDK | SANDISK CORP | 1.29% | 612,372 | $1,392,368,588 | 612,372 | New | $2273.73 | 13F |
| SPHR | SPHERE ENTERTAINMENT CO | 0.87% | 5,433,284 | $940,121,132 | 5,433,284 | New | $173.03 | 13F |
| ARM | ARM HOLDINGS PLC | 0.85% | 2,571,316 | $911,711,516 | 2,571,316 | New | $354.57 | 13F |
| WWD | WOODWARD INC | 0.24% | 614,640 | $261,492,440 | 614,640 | New | $425.44 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.03% | 40,080 | $30,586,652 | 40,080 | New | $763.14 | 13F |
| INTC | INTEL CORP | 0.02% | 156,528 | $21,856,004 | 156,528 | New | $139.63 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 0.02% | 94,500 | $17,673,388 | 94,500 | New | $187.02 | 13F |
| IWF | ISHARES TR | 0.01% | 88,800 | $11,026,296 | 88,800 | New | $124.17 | 13F |
| CBRS | CEREBRAS SYSTEMS INC | 0.00937% | 45,676 | $10,094,396 | 45,676 | New | $221 | 13F |
| TBBB | BBB FOODS INC | 0.00097% | 25,124 | $1,046,916 | 25,124 | New | $41.67 | 13F |