| SNDK Sandisk Corp. | 33.38% | 250,000 | $568.4M | No change |
| STX Seagate Technology Holdings | 16.42% | 289,774 | $279.6M | No change |
| WDC Western Digital Corp. | 11.82% | 315,000 | $201.2M | No change |
| LLY Eli Lilly & Co. | 7.04% | 100,000 | $119.9M | No change |
| LITE Lumentum Holdings Inc. | 6.80% | 135,000 | $115.8M | No change |
| CIEN Ciena Corp. | 5.76% | 200,000 | $98.1M | No change |
| APH Amphenol Corp. Class A | 3.96% | 382,716 | $67.5M | No change |
| GEV GE Vernova Inc. | 3.60% | 52,150 | $61.3M | No change |
| TER Teradyne Inc. | 3.13% | 110,000 | $53.2M | No change |
| AEIS Advanced Energy Industries | 1.86% | 85,000 | $31.7M | No change |
| GWW WW Grainger Inc. | 1.68% | 21,000 | $28.6M | No change |
| MTD Mettler-Toledo International | 0.90% | 12,000 | $15.3M | No change |
| ECHO Echostar Corp. Class A | 0.69% | 115,000 | $11.7M | No change |
| MT Arcelormittal-NY Registered | 0.52% | 148,000 | $8.9M | No change |
| EPAM Epam Systems Inc. | 0.51% | 110,000 | $8.7M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.51% | 110,000 | $8.7M | No change |
| ALB Albemarle Corp. | 0.44% | 135,000 | $7.5M | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.37% | 37,000 | $6.2M | No change |
| CVNA Carvana Co. | 0.35% | 91,462 | $6.0M | Reduce -80.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.25% | 45,000 | $4.3M | No change |