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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | -50,000 | Exited | 13F | ||||
| META | META PLATFORMS INC | -90,000 | Exited | 13F | ||||
| KLAC | KLA CORP | -11,000 | Exited | 13F | ||||
| LRCX | LAM RESEARCH CORP | -75,000 | Exited | 13F | ||||
| CTEV | CLARITEV CORPORATION | -44,000 | Exited | 13F | ||||
| NVDA | NVIDIA CORPORATION | -190,000 | Exited | 13F | ||||
| GLD | SPDR GOLD TR | -95,000 | Exited | 13F | ||||
| SMH | VANECK ETF TRUST | -40,000 | Exited | 13F | ||||
| SN | SHARKNINJA INC | -130,509 | Exited | 13F |