| ADVANCED MICRO DEVICES INC | COM | $406.9M | 0.7% | 2,000,000 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $62.7M | 0.1% | 500,000 SH | New |
| ALPHABET INC | CAP STK CL A | $1.45B | 2.4%Prev: 1.7% | 5,058,618 SH | Increased-163,940 SH |
| ALTO NEUROSCIENCE INC | COM SHS | $5.1M | 0.0%Prev: 0.0% | 227,101 SH | Increased-250,000 SH |
| AMAZON COM INC | COM | $1.67B | 2.8%Prev: 4.9% | 8,008,299 SH | Decreased-4,361,600 SH |
| AMPHENOL CORP | CL A | $583.5M | 1.0% | 4,617,948 SH | New |
| ANALOG DEVICES INC | COM | $657.6M | 1.1%Prev: 1.0% | 2,067,083 SH | Increased-246,750 SH |
| APPLE INC | COM | $936.3M | 1.6%Prev: 0.0% | 3,689,127 SH | Increased+3,632,500 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $238.8M | 0.4% | 180,825 SH | New |
| ASTERA LABS INC | COM | $21.9M | 0.0%Prev: 0.0% | 200,000 SH | Decreased-200,000 SH |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | $4.1M | 0.0% | 475,000 SH | New |
| BOOKING HOLDINGS INC | COM | $631.5M | 1.1%Prev: 1.0% | 150,000 SH | Increased+50,000 SH |
| BROADCOM INC | COM | $756.2M | 1.3%Prev: 0.3% | 2,443,090 SH | Increased+1,463,090 SH |
| BURLINGTON STORES INC | COM | $177.3M | 0.3%Prev: 0.1% | 545,000 SH | Increased+245,000 SH |
| BWX TECHNOLOGIES INC | COM | $355.7M | 0.6% | 1,739,348 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $450.9M | 0.8%Prev: 0.9% | 1,622,874 SH | Increased |
| CANADIAN PACIFIC KANSAS CITY | COM | $157.6M | 0.3%Prev: 0.2% | 2,004,000 SH | Increased+904,000 SH |
| CARLYLE GROUP INC | COM | $287.5M | 0.5%Prev: 0.5% | 5,941,316 SH | Increased+700,000 SH |
| CATERPILLAR INC | COM | $283.4M | 0.5% | 400,000 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $16.0M | 0.0%Prev: 0.1% | 500,289 SH | Decreased-500,000 SH |
| CINTAS CORP | COM | $67.9M | 0.1%Prev: 0.1% | 401,539 SH | Increased+165,000 SH |
| CONSTELLATION ENERGY CORP | COM | $383.9M | 0.6%Prev: 0.4% | 1,374,739 SH | Increased+483,520 SH |
| CRH PLC | ORD | $215.5M | 0.4% | 2,050,000 SH | New |
| DLOCAL LTD | CLASS A COM | $10.7M | 0.0%Prev: 0.0% | 823,837 SH | Increased |
| DOORDASH INC | CL A | $417.9M | 0.7%Prev: 1.7% | 2,783,210 SH | Decreased-1,786,790 SH |
| ENTERGY CORP NEW | COM | $373.7M | 0.6%Prev: 0.4% | 3,326,012 SH | Increased+1,051,721 SH |
| EQUINIX INC | COM | $229.2M | 0.4%Prev: 0.6% | 233,775 SH | Decreased-125,000 SH |
| EXPEDIA GROUP INC | COM NEW | $571.5M | 1.0%Prev: 0.8% | 2,475,276 SH | Increased+100,000 SH |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | $73.9M | 0.1%Prev: 0.4% | 8,898,535 SH | Decreased-5,010,000 SH |
| GE AEROSPACE | COM NEW | $198.6M | 0.3%Prev: 0.3% | 700,000 SH | Increased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $48.5M | 0.1% | 920,000 SH | New |
| HILTON WORLDWIDE HLDGS INC | COM | $433.3M | 0.7%Prev: 1.4% | 1,425,000 SH | Decreased-1,425,000 SH |
| HINGE HEALTH INC | CL A | $26.6M | 0.0% | 691,104 SH | New |
| INTEL CORP | COM | $308.9M | 0.5% | 7,000,000 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $283.2M | 0.5%Prev: 0.6% | 1,800,310 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $13.55B | 22.8%Prev: 27.6% | 23,477,477 SH | Increased-4,742,300 SH |
| IREN LIMITED | ORDINARY SHARES | $17.1M | 0.0% | 500,000 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $44.3M | 0.1% | 511,000 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $102.1M | 0.2% | 310,700 SH | New |
| JFROG LTD | ORD SHS | $677K | 0.0%Prev: 0.0% | 14,425 SH | Increased |
| JOHNSON CONTROLS INTERNATION | SHS | $35.4M | 0.1% | 270,000 SH | New |
| KLA CORP | COM NEW | $1.15B | 1.9%Prev: 1.4% | 780,915 SH | Increased-224,450 SH |
| LAM RESEARCH CORP | COM NEW | $1.11B | 1.9%Prev: 1.2% | 5,185,456 SH | Increased-2,769,000 SH |
| LAS VEGAS SANDS CORP | COM | $153.6M | 0.3%Prev: 0.4% | 2,850,000 SH | Decreased-1,950,000 SH |
| LOWES COS INC | COM | $50.5M | 0.1%Prev: 0.3% | 213,594 SH | Decreased-435,000 SH |
| MADRIGAL PHARMACEUTICALS INC | COM | $41.9M | 0.1% | 80,000 SH | New |
| MARRIOTT INTL INC NEW | CL A | $515.1M | 0.9%Prev: 0.6% | 1,575,000 SH | Increased+376,300 SH |
| MARTIN MARIETTA MATLS INC | COM | $440.0M | 0.7%Prev: 0.8% | 747,351 SH | Increased-23,000 SH |
| MASTERCARD INCORPORATED | CL A | $389.0M | 0.7%Prev: 0.9% | 778,465 SH | Decreased |
| MERCADOLIBRE INC | COM | $312.1M | 0.5%Prev: 0.9% | 180,499 SH | Decreased-40,000 SH |
| META PLATFORMS INC | CL A | $1.23B | 2.1%Prev: 3.3% | 2,145,399 SH | Decreased-639,230 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $452.3M | 0.8% | 7,000,000 SH | New |
| MICROSOFT CORP | COM | $444.6M | 0.7%Prev: 3.3% | 1,201,176 SH | Decreased-3,025,000 SH |
| NAVAN INC | CL A | $35.6M | 0.1% | 2,686,828 SH | New |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | $97.9M | 0.2%Prev: 0.1% | 1,727,986 SH | Increased+638,500 SH |
| NISOURCE INC | COM | $157.0M | 0.3%Prev: 0.2% | 3,365,500 SH | Increased+904,000 SH |
| NVIDIA CORPORATION | COM | $1.86B | 3.1%Prev: 2.5% | 10,639,459 SH | Increased-291,980 SH |
| ORIC PHARMACEUTICALS INC | COM | $57.1M | 0.1%Prev: 0.0% | 4,504,096 SH | Increased+500,000 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $438.8M | 0.7% | 3,000,000 SH | New |
| PAYLOCITY HLDG CORP | COM | $2.7M | 0.0%Prev: 0.0% | 24,683 SH | Decreased |
| QUANTA SVCS INC | COM | $220.1M | 0.4%Prev: 0.4% | 400,983 SH | Increased-300,000 SH |
| ROSS STORES INC | COM | $102.4M | 0.2%Prev: 0.2% | 472,635 SH | Increased-240,000 SH |
| RTX CORPORATION | COM | $241.1M | 0.4% | 1,250,000 SH | New |
| RUBRIK INC. | CL A | $24.5M | 0.0%Prev: 0.1% | 500,000 SH | Decreased-200,000 SH |
| S&P GLOBAL INC | COM | $81.0M | 0.1%Prev: 0.2% | 190,416 SH | Decreased |
| SHERWIN WILLIAMS CO | COM | $98.3M | 0.2%Prev: 0.2% | 306,735 SH | Decreased |
| SHOPIFY INC | CL A SUB VTG SHS | $474.5M | 0.8% | 4,000,000 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $279.4M | 0.5% | 3,668,020 SH | New |
| SPDR GOLD TR | GOLD SHS | $129.1M | 0.2% | 300,000 SH | New |
| SS&C TECH HLDGS | COM | $119.3M | 0.2% | 1,764,916 SH | New |
| STANDARDAERO INC | COM | $31.0M | 0.1%Prev: 0.1% | 1,202,019 SH | Decreased-617,981 SH |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $55.4M | 0.1% | 119,700 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $13.66B | 23.0% | 21,000,000 SH | New |
| SYNOPSYS INC | COM | $622.2M | 1.0%Prev: 0.6% | 1,569,348 SH | Increased+901,070 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $3.29B | 5.5% | 9,721,668 SH | New |
| TERADYNE INC | COM | $827.0M | 1.4%Prev: 0.3% | 2,789,510 SH | Increased+1,306,600 SH |
| TESLA INC | COM | $408.9M | 0.7%Prev: 1.1% | 1,100,000 SH | Decreased-900,000 SH |
| TJX COS INC NEW | COM | $447.2M | 0.8%Prev: 0.9% | 2,799,971 SH | Increased-650,000 SH |
| TOAST INC | CL A | $32.8M | 0.1%Prev: 0.0% | 1,238,096 SH | Increased+738,096 SH |
| TRANSDIGM GROUP INC | COM | $172.8M | 0.3%Prev: 0.7% | 149,078 SH | Decreased-96,533 SH |
| TTM TECHNOLOGIES INC | COM | $102.3M | 0.2% | 1,050,000 SH | New |
| TWILIO INC | CL A | $231.5M | 0.4% | 1,840,000 SH | New |
| UBER TECHNOLOGIES INC | COM | $277.7M | 0.5%Prev: 0.5% | 3,861,005 SH | Increased+400,000 SH |
| UIPATH INC | CL A | $29.0M | 0.0%Prev: 0.1% | 2,611,276 SH | Decreased-1,450,000 SH |
| VERTIV HOLDINGS CO | COM CL A | $626.9M | 1.1% | 2,501,980 SH | New |
| VISA INC | COM CL A | $443.9M | 0.7%Prev: 1.1% | 1,468,618 SH | Decreased |
| VISTRA CORP | COM | $382.8M | 0.6%Prev: 0.1% | 2,546,357 SH | Increased+2,190,000 SH |
| VULCAN MATLS CO | COM | $402.6M | 0.7%Prev: 0.7% | 1,478,646 SH | Increased+140,300 SH |
| WYNN RESORTS LTD | COM | $146.3M | 0.2%Prev: 0.5% | 1,441,100 SH | Decreased-1,558,900 SH |
| YUM BRANDS INC | COM | $72.4M | 0.1%Prev: 0.2% | 465,603 SH | Decreased |