| NVDA Nvidia Corp. | 14.01% | 94,618 | $16.5M | Reduce -1.9% |
| AVGO Broadcom Inc. | 7.95% | 30,246 | $9.4M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 7.02% | 28,751 | $8.3M | Reduce -0.4% |
| AAPL Apple Inc. | 5.05% | 23,428 | $5.9M | No change |
| MSFT Microsoft Corp. | 4.98% | 15,835 | $5.9M | No change |
| AMZN Amazon.com Inc. | 4.51% | 25,492 | $5.3M | No change |
| AMD Advanced Micro Devices | 4.35% | 25,186 | $5.1M | No change |
| NET Cloudflare Inc. Class A | 3.89% | 22,198 | $4.6M | No change |
| QQQ Invesco QQQ Trust Series 1 | 3.58% | 7,299 | $4.2M | Reduce -4.7% |
| COST Costco Wholesale Corp. | 3.30% | 3,899 | $3.9M | No change |
| IVV iShares Core S&P 500 ETF | 2.67% | 4,809 | $3.1M | Add +1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.51% | 7,579 | $3.0M | No change |
| ALAB Astera Labs Inc. | 2.47% | 26,535 | $2.9M | New |
| NBIS Nebius Group NV | 2.47% | 28,000 | $2.9M | No change |
| V Visa Inc. Class A | 2.31% | 8,996 | $2.7M | No change |
| CRWV Coreweave Inc. Class A | 2.30% | 35,000 | $2.7M | No change |
| SOFI Sofi Technologies Inc. | 2.16% | 160,000 | $2.5M | No change |
| ANET Arista Networks Inc. | 2.14% | 20,499 | $2.5M | No change |
| JPM JPMorgan Chase & Co. | 2.02% | 8,067 | $2.4M | No change |
| ABBV Abbvie Inc. | 1.60% | 8,687 | $1.9M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.59% | 3,815 | $1.9M | Reduce -0.1% |
| GRAB Grab Holdings Ltd. Class A | 1.42% | 458,500 | $1.7M | Add +12.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 3,119 | $1.5M | No change |
| RDDT Reddit Inc. Class A | 1.14% | 10,000 | $1.3M | New |
| FIG Figma Inc. Class A | 1.08% | 60,000 | $1.3M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.02% | 52,800 | $1.2M | No change |
| HD Home Depot Inc. | 0.98% | 3,509 | $1.2M | Reduce -2.9% |
| ISRG Intuitive Surgical Inc. | 0.82% | 2,099 | $968K | No change |
| SOUN Soundhound AI Inc. Class A | 0.79% | 136,100 | $935K | No change |
| SYK Stryker Corp. | 0.77% | 2,762 | $908K | No change |
| CVX Chevron Corp. | 0.69% | 3,911 | $809K | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.67% | 6,121 | $788K | Reduce -4.4% |
| META Meta Platforms Inc. Class A | 0.64% | 1,323 | $757K | No change |
| BLK BlackRock Inc. | 0.59% | 727 | $699K | No change |
| ETHA iShares Ethereum Trust ETF | 0.59% | 44,000 | $697K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 13,624 | $664K | No change |
| CRM Salesforce Inc. | 0.45% | 2,862 | $534K | Reduce -4.7% |
| MA Mastercard Inc. Class A | 0.43% | 1,019 | $509K | No change |
| AMAT Applied Materials Inc. | 0.43% | 1,487 | $508K | No change |
| ATAI Ataibeckley Inc. | 0.41% | 136,400 | $483K | New |
| MRK Merck & Co. Inc. | 0.39% | 3,784 | $455K | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 3,736 | $423K | No change |
| IYW iShares Ustechnology ETF | 0.36% | 2,312 | $419K | No change |
| BSX Boston Scientific Corp. | 0.35% | 6,635 | $416K | No change |
| DUK Duke Energy Corp. | 0.25% | 2,291 | $300K | No change |
| DHR Danaher Corp. | 0.25% | 1,574 | $298K | No change |
| PG The Procter & Gamble Co. | 0.21% | 1,741 | $251K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.18% | 2,117 | $216K | New |