|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
15,100 |
$10M |
13.50% |
259.5%
|
- |
|
CRDO
|
US |
CREDO TECHNOLOGY GROUP HOLDI |
153,000 |
$10M |
13.27% |
-44.6%
|
- |
|
ESTC
|
US |
ELASTIC NV |
90,000 |
$9M |
11.50% |
-42.7%
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
66,600 |
$8M |
10.38% |
9.2%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
32,400 |
$6M |
8.25% |
90.6%
|
- |
|
IBIT
|
US |
ISHARES BITCOIN TRUST ETF |
104,400 |
$6M |
7.14% |
100.0%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
48,800 |
$5M |
6.96% |
100.0%
|
- |
|
RDW
|
US |
REDWIRE CORP |
220,000 |
$4M |
4.67% |
100.0%
|
- |
|
MSTR
|
US |
MICROSTRATEGY INC-CL A |
11,700 |
$3M |
4.37% |
-53.2%
|
- |
|
IOT
|
US |
SAMSARA INC-CL A |
70,000 |
$3M |
3.95% |
100.0%
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
18,000 |
$3M |
3.59% |
100.0%
|
- |
|
ARM
|
US |
ARM HOLDINGS PLC-ADR |
22,400 |
$3M |
3.56% |
100.0%
|
- |
|
MNDY
|
US |
MONDAY.COM LTD |
10,080 |
$2M |
3.06% |
100.0%
|
- |
|
TER
|
US |
TERADYNE INC |
15,000 |
$2M |
2.44% |
-
|
- |
|
MPWR
|
US |
MONOLITHIC POWER SYSTEMS INC |
2,400 |
$1M |
1.83% |
100.0%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
10,400 |
$1M |
1.52% |
100.0%
|
- |