| Sandisk Corp. (SNDK) | $6.8B | 21.46% | 2,983,392 | +1,758,809 | Added |
| NVIDIA Corp. (NVDA) | $6.1B | 19.44% | 30,700,549 | -1,118,805 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $2.0B | 6.36% | 3,462,632 | -2,038,508 | Trimmed |
| Apple Inc. (AAPL) | $1.1B | 3.45% | 3,764,485 | -4,077 | Trimmed |
| Microsoft Corp. (MSFT) | $1.1B | 3.43% | 2,904,438 | +30,268 | Added |
| Roundhill ETF Trust (DRAM) | $1.1B | 3.38% | 14,481,133 | +14,481,133 | New position |
| Yandex N V (NBIS) | $999.4M | 3.16% | 3,618,657 | +560,067 | Added |
| Amazon.com Inc. (AMZN) | $987.9M | 3.13% | 4,144,837 | +401,522 | Added |
| Meta Platforms, Inc. (META) | $718.8M | 2.27% | 1,276,017 | -28,538 | Trimmed |
| Alphabet Inc. (GOOGL) | $716.2M | 2.27% | 2,004,159 | -6,341 | Trimmed |
| Alphabet Inc. (GOOG) | $577.0M | 1.83% | 1,633,092 | +12,642 | Added |
| Western Digital Corp. (WDC) | $522.4M | 1.65% | 817,892 | +577,142 | Added |
| Lumentum Holdings Inc. (LITE) | $502.6M | 1.59% | 585,683 | +171,515 | Added |
| Coinbase Global, Inc. (COIN) | $338.3M | 1.07% | 2,313,977 | -240,221 | Trimmed |
| Bloom Energy Corp. (BE) | $301.8M | 0.95% | 996,971 | +328,987 | Added |
| Coherent Corp. (COHR) | $291.9M | 0.92% | 739,976 | +444,501 | Added |
| CoreWeave, Inc. (CRWV) | $283.4M | 0.90% | 2,846,760 | -863,482 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $275.6M | 0.87% | 2,362,229 | +181,577 | Added |
| Credo Technology Group Holding Ltd. (CRDO) | $266.3M | 0.84% | 979,222 | +376,283 | Added |
| Astera Labs, Inc. (ALAB) | $260.5M | 0.82% | 539,212 | +39,440 | Added |
| Space Exploration Technologies Corp. (SPCX) | $217.0M | 0.69% | 1,270,022 | +1,270,022 | New position |
| AST SpaceMobile, Inc. (ASTS) | $214.6M | 0.68% | 2,415,249 | -974,155 | Trimmed |
| Applied Optoelectronics, Inc. (AAOI) | $182.4M | 0.58% | 1,231,143 | +1,231,143 | New position |
| Corning Inc. (GLW) | $175.2M | 0.55% | 685,760 | +508,316 | Added |
| Lam Research Corp. (LRCX) | $171.0M | 0.54% | 394,705 | +223,071 | Added |
| Bitmine Immersion Tecnologie (BMNR) | $169.0M | 0.54% | 12,696,423 | -1,939,646 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $153.9M | 0.49% | 516,700 | +516,700 | New position |
| Iren Ltd. (IREN) | $150.4M | 0.48% | 3,289,458 | +1,225,306 | Added |
| D-Wave Quantum Inc. (QBTS) | $148.9M | 0.47% | 6,206,861 | +497,891 | Added |
| AppLovin Corp. (APP) | $147.5M | 0.47% | 286,234 | +8,362 | Added |
| Arm Holdings plc (ARM) | $142.4M | 0.45% | 401,475 | +200,596 | Added |
| Circle Internet Group, Inc. (CRCL) | $140.1M | 0.44% | 2,237,306 | +301,291 | Added |
| Robinhood Markets, Inc. (HOOD) | $139.9M | 0.44% | 1,395,322 | -43,028 | Trimmed |
| GE Vernova Inc. (GEV) | $137.3M | 0.43% | 116,884 | +46,789 | Added |
| Strategy Inc. (MSTR) | $135.2M | 0.43% | 1,554,968 | +271,066 | Added |
| Broadcom Inc. (AVGO) | $134.0M | 0.42% | 354,694 | +107,319 | Added |
| SPDR Ser Trust (XRT) | $131.6M | 0.42% | 1,500,000 | +500,000 | Added |
| Tesla, Inc. (TSLA) | $119.2M | 0.38% | 283,458 | +8,706 | Added |
| Cerebras Systems Inc. (CBRS) | $97.8M | 0.31% | 442,691 | +442,691 | New position |
| AXT Inc. (AXTI) | $94.3M | 0.30% | 1,308,921 | +1,308,921 | New position |
| International Business Machines Corp. (IBM) | $91.8M | 0.29% | 326,538 | +326,538 | New position |
| Invesco QQQ Trust (QQQ) | $91.7M | 0.29% | 124,542 | -18,306 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $89.9M | 0.28% | 216,192 | -385,505 | Trimmed |
| Super Micro Computer, Inc. (SMCI) | $87.7M | 0.28% | 2,989,651 | +2,092,986 | Added |
| SPDR Ser Trust (XBI) | $79.1M | 0.25% | 500,000 | +500,000 | New position |
| Tempus AI, Inc. (TEM) | $77.9M | 0.25% | 1,345,069 | +389,487 | Added |
| KLA Corp. (KLAC) | $77.2M | 0.24% | 255,884 | +213,144 | Added |
| Rocket Lab Corp. (RKLB) | $73.2M | 0.23% | 720,160 | +388,113 | Added |
| Seagate Technology Holdings plc (STX) | $70.6M | 0.22% | 73,123 | +73,123 | New position |
| Oklo Inc. (OKLO) | $69.6M | 0.22% | 1,329,523 | +830,081 | Added |
| ASML Holding N.V. (ASML) | $68.0M | 0.21% | 34,180 | +7,950 | Added |
| Applied Materials Inc. (AMAT) | $66.4M | 0.21% | 91,490 | +91,490 | New position |
| IonQ, Inc. (IONQ) | $66.3M | 0.21% | 1,245,695 | -585,835 | Trimmed |
| Upstart Holdings, Inc. (UPST) | $64.8M | 0.20% | 1,829,063 | +273,857 | Added |
| Alibaba Group Holding Limited (BABA) | $64.3M | 0.20% | 669,953 | 0 | Held |
| EchoStar Corp. (ECHO) | $57.9M | 0.18% | 570,390 | +460,897 | Added |
| Adobe Inc. (ADBE) | $56.7M | 0.18% | 276,650 | +91,642 | Added |
| Tappalpha Innov 100 GR And Da In ETF (TDAQ) | $56.5M | 0.18% | 1,989,331 | +1,174,570 | Added |
| Salesforce, Inc. (CRM) | $55.0M | 0.17% | 351,308 | +213,789 | Added |
| Oracle Corp. (ORCL) | $50.4M | 0.16% | 343,708 | -112,925 | Trimmed |
| Snowflake Inc. (SNOW) | $50.0M | 0.16% | 196,579 | +95,790 | Added |
| Micron Technology Inc. (MU) | $49.0M | 0.15% | 42,466 | +42,466 | New position |
| Entrepreneurshares Series Trust (XOVR) | $48.7M | 0.15% | 2,313,060 | +2,313,060 | New position |
| Netflix Inc. (NFLX) | $48.0M | 0.15% | 672,896 | +298,449 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $47.7M | 0.15% | 99,065 | +37,458 | Added |
| Joby Aviation, Inc. (JOBY) | $46.4M | 0.15% | 5,198,381 | +814,872 | Added |
| Galaxy Digital Inc. (GLXY) | $40.1M | 0.13% | 1,467,382 | +618,500 | Added |
| Constellation Energy Corp. (CEG) | $38.4M | 0.12% | 154,714 | +98,609 | Added |
| Mara Holdings, Inc. (MARA) | $36.9M | 0.12% | 2,653,400 | +304,100 | Added |
| Rigetti Computing, Inc. (RGTI) | $36.7M | 0.12% | 1,898,533 | +297,593 | Added |
| Nokia Corporation (NOK) | $34.8M | 0.11% | 2,617,423 | +2,543,622 | Added |
| Hims & Hers Health, Inc. (HIMS) | $34.3M | 0.11% | 989,913 | -320,186 | Trimmed |
| Futu Hldgs Ltd (FUTU) | $31.6M | 0.10% | 336,869 | +249,799 | Added |
| Ciena Corp. (CIEN) | $29.8M | 0.09% | 60,716 | +60,716 | New position |
| Celestica Inc. (CLS) | $28.0M | 0.09% | 76,703 | +15,582 | Added |
| Corgi ETF Trust I (FDRS) | $26.6M | 0.08% | 1,144,317 | +516,024 | Added |
| SoFi Technologies, Inc. (SOFI) | $26.0M | 0.08% | 1,448,780 | +337,988 | Added |
| Nuscale Power Corp. (SMR) | $25.7M | 0.08% | 2,564,927 | +787,590 | Added |
| GameStop Corp. (GME) | $25.0M | 0.08% | 1,130,881 | +447,721 | Added |
| Trade Desk, Inc. (TTD) | $24.8M | 0.08% | 1,370,030 | +669,746 | Added |
| Ondas Inc. (ONDS) | $24.7M | 0.08% | 3,003,419 | -385,042 | Trimmed |
| Eli Lilly & Co. (LLY) | $22.3M | 0.07% | 18,606 | -95 | Trimmed |
| PayPal Holdings, Inc. (PYPL) | $19.9M | 0.06% | 461,029 | -314,343 | Trimmed |
| Teradyne, Inc. (TER) | $19.2M | 0.06% | 39,598 | +14,819 | Added |
| Figma, Inc. (FIG) | $18.2M | 0.06% | 1,007,718 | +407,002 | Added |
| ETF Opportunities Trust (TSPY) | $17.5M | 0.06% | 689,516 | +135,467 | Added |
| Novo Nordisk A/S (NVO) | $16.4M | 0.05% | 342,213 | +45,152 | Added |
| Intuitive Surgical Inc. (ISRG) | $14.3M | 0.04% | 35,928 | +23,430 | Added |
| iShares Ethereum Trust ETF (ETHA) | $14.3M | 0.04% | 1,199,995 | -466,957 | Trimmed |
| Quantum Computing Inc. (QUBT) | $13.9M | 0.04% | 1,427,999 | +585,780 | Added |
| Cloudflare, Inc. (NET) | $13.5M | 0.04% | 55,080 | +36,034 | Added |
| Figure Technology Solutions, Inc. (FIGR) | $13.3M | 0.04% | 431,883 | +274,366 | Added |
| Trump Media & Technology Group Corp. (DJT) | $12.5M | 0.04% | 1,620,709 | +531,408 | Added |
| Intuitive Machines, Inc. (LUNR) | $12.2M | 0.04% | 570,749 | +213,558 | Added |
| Fabrinet (FN) | $12.1M | 0.04% | 21,522 | +21,522 | New position |
| IPG Photonics Corp. (IPGP) | $12.0M | 0.04% | 102,540 | +102,540 | New position |
| Palo Alto Networks Inc. (PANW) | $11.8M | 0.04% | 34,721 | +1,156 | Added |
| Archer Aviation Inc. (ACHR) | $11.4M | 0.04% | 2,399,817 | -453,261 | Trimmed |
| Planet Labs PBC (PL) | $11.0M | 0.04% | 330,773 | +178,450 | Added |
| Glass Hse Brands Inc. F Class A (GLAS) | $10.2M | 0.03% | 825,000 | +825,000 | New position |