| SNDK Sandisk Corp. | 17.49% | 250,000 | $158.8M | No change |
| STX Seagate Technology Holdings | 12.50% | 289,774 | $113.5M | No change |
| LITE Lumentum Holdings Inc. | 10.45% | 135,000 | $94.9M | No change |
| LLY Eli Lilly & Co. | 10.13% | 100,000 | $92.0M | No change |
| WDC Western Digital Corp. | 9.38% | 315,000 | $85.2M | No change |
| CIEN Ciena Corp. | 8.55% | 200,000 | $77.6M | No change |
| APH Amphenol Corp. Class A | 5.32% | 382,716 | $48.4M | No change |
| GEV GE Vernova Inc. | 5.01% | 52,150 | $45.5M | No change |
| TER Teradyne Inc. | 3.59% | 110,000 | $32.6M | No change |
| CVNA Carvana Co. | 3.17% | 91,462 | $28.8M | No change |
| AEIS Advanced Energy Industries | 3.02% | 85,000 | $27.4M | No change |
| GWW WW Grainger Inc. | 2.52% | 21,000 | $22.9M | No change |
| MTD Mettler-Toledo International | 1.67% | 12,000 | $15.1M | No change |
| EPAM Epam Systems Inc. | 1.64% | 110,000 | $14.9M | No change |
| ECHO Echostar Corp. Class A | 1.48% | 115,000 | $13.5M | No change |
| ALB Albemarle Corp. | 1.07% | 135,000 | $9.7M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.87% | 110,000 | $7.9M | No change |
| MT Arcelormittal-NY Registered | 0.85% | 148,000 | $7.7M | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.84% | 37,000 | $7.6M | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.46% | 45,000 | $4.2M | No change |