| NVDA Nvidia Corp. | 14.47% | 322,105 | $64.4M | No change |
| AAPL Apple Inc. | 12.91% | 198,755 | $57.5M | No change |
| GOOGL Alphabet Inc. Class A | 11.53% | 143,665 | $51.3M | No change |
| MSFT Microsoft Corp. | 8.57% | 102,314 | $38.2M | No change |
| TSM Taiwan Semiconductor-SP ADR | 7.16% | 66,773 | $31.9M | No change |
| AMZN Amazon.com Inc. | 7.11% | 132,871 | $31.7M | No change |
| AVGO Broadcom Inc. | 5.52% | 65,028 | $24.6M | No change |
| MU Micron Technology Inc. | 4.07% | 15,704 | $18.1M | No change |
| META Meta Platforms Inc. Class A | 3.89% | 30,787 | $17.3M | No change |
| TSLA Tesla Inc. | 3.89% | 41,177 | $17.3M | No change |
| AMD Advanced Micro Devices | 2.95% | 22,624 | $13.1M | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.41% | 5,405 | $10.8M | No change |
| INTC Intel Corp. | 1.79% | 57,142 | $8.0M | No change |
| AMAT Applied Materials Inc. | 1.78% | 10,984 | $7.9M | No change |
| LRCX Lam Research Corp. | 1.69% | 17,396 | $7.5M | No change |
| CSCO Cisco Systems Inc. | 1.33% | 50,326 | $5.9M | No change |
| KLAC KLA Corp. | 1.24% | 18,250 | $5.5M | No change |
| NFLX Netflix Inc. | 0.94% | 58,670 | $4.2M | No change |
| TXN Texas Instruments Inc. | 0.85% | 12,645 | $3.8M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 13,023 | $3.7M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.81% | 30,757 | $3.6M | No change |
| ORCL Oracle Corp. | 0.78% | 23,851 | $3.5M | No change |
| QCOM Qualcomm Inc. | 0.62% | 14,838 | $2.7M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 24,660 | $2.4M | No change |
| SAP Sap SE-Sponsored ADR | 0.51% | 14,868 | $2.3M | No change |
| UBER Uber Technologies Inc. | 0.47% | 28,895 | $2.1M | No change |
| BKNG Booking Holdings Inc. | 0.44% | 11,100 | $2.0M | No change |
| CRM Salesforce Inc. | 0.44% | 12,612 | $2.0M | No change |
| ACN Accenture PLC Class A | 0.24% | 8,607 | $1.1M | No change |
| INTU Intuit Inc. | 0.22% | 3,794 | $990K | No change |