|
NVDA
|
US |
NVIDIA CORP |
290,360 |
$39M |
14.09% |
-7.2%
|
- |
|
TSLA
|
US |
TESLA INC |
47,260 |
$19M |
6.90% |
-25.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
79,910 |
$18M |
6.33% |
799000.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
71,810 |
$17M |
6.02% |
6.6%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
84,360 |
$17M |
6.02% |
27.2%
|
- |
|
ALAB
|
US |
ASTERA LABS INC |
121,350 |
$16M |
5.81% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
22,500 |
$13M |
4.76% |
-31.4%
|
- |
|
HOOD
|
US |
ROBINHOOD MARKETS INC - A |
348,310 |
$13M |
4.69% |
3483000.0%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
35,590 |
$12M |
4.16% |
355800.0%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
177,370 |
$11M |
3.90% |
22.5%
|
- |
|
DDOG
|
US |
DATADOG INC - CLASS A |
73,200 |
$10M |
3.78% |
731900.0%
|
- |
|
SOFI
|
US |
SOFI TECHNOLOGIES INC |
620,810 |
$10M |
3.45% |
6208000.0%
|
- |
|
NET
|
US |
CLOUDFLARE INC - CLASS A |
88,570 |
$10M |
3.45% |
885600.0%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
125,780 |
$10M |
3.44% |
1257700.0%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
76,950 |
$9M |
3.07% |
100.0%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
76,100 |
$8M |
3.04% |
760900.0%
|
- |
|
SHOP
|
US |
SHOPIFY INC - CLASS A |
78,680 |
$8M |
3.02% |
-46.0%
|
- |
|
RDDT
|
US |
REDDIT INC-CL A |
51,050 |
$8M |
3.01% |
100.0%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
73,150 |
$8M |
3.00% |
-44.2%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
23,730 |
$8M |
2.93% |
237200.0%
|
- |