|
SMH
|
US |
VANECK SEMICONDUCTOR ETF |
161,600 |
$39M |
6.13% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
164,718 |
$36M |
5.66% |
55.0%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
6,575 |
$33M |
5.11% |
7.7%
|
- |
|
PACK
|
US |
RANPAK HOLDINGS CORP |
4,630,292 |
$32M |
4.99% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
152,165 |
$30M |
4.70% |
44.7%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
47,519 |
$28M |
4.36% |
-2.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
206,700 |
$28M |
4.35% |
100.0%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
154,840 |
$23M |
3.61% |
28.4%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
87,586 |
$23M |
3.54% |
-7.3%
|
- |
|
CASY
|
US |
CASEY'S GENERAL STORES INC |
46,196 |
$18M |
2.87% |
67.2%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
54,500 |
$18M |
2.81% |
-
|
- |
|
NBIS
|
US |
NEBIUS GROUP NV |
630,400 |
$17M |
2.73% |
100.0%
|
- |
|
FIX
|
US |
COMFORT SYSTEMS USA INC |
39,135 |
$17M |
2.60% |
100.0%
|
- |
|
CORZ
|
US |
CORE SCIENTIFIC INC |
1,158,449 |
$16M |
2.55% |
34.4%
|
- |
|
CRM
|
US |
SALESFORCE INC |
44,000 |
$15M |
2.30% |
100.0%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
21,105 |
$15M |
2.29% |
2.6%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
220,300 |
$13M |
2.10% |
96.7%
|
- |
|
AVGO
|
US |
BROADCOM INC |
55,100 |
$13M |
2.00% |
100.0%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
69,457 |
$11M |
1.77% |
-15.4%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
33,100 |
$11M |
1.68% |
100.0%
|
- |