| Sandisk Corp. (SNDK) | $681.6M | 5.07% | 299,792 | -254,646 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $575.9M | 4.28% | 1,933,202 | +602,787 | Added |
| AST SpaceMobile, Inc. (ASTS) | $552.7M | 4.11% | 6,220,357 | +3,579,695 | Added |
| Broadcom Inc. (AVGO) | $494.0M | 3.67% | 1,307,872 | +3,676 | Added |
| Lumentum Holdings Inc. (LITE) | $456.9M | 3.40% | 532,513 | -324,658 | Trimmed |
| NVIDIA Corp. (NVDA) | $453.7M | 3.37% | 2,267,444 | +781,309 | Added |
| Applied Optoelectronics, Inc. (AAOI) | $419.3M | 3.12% | 2,830,272 | +2,541,105 | Added |
| ServiceNow, Inc. (NOW) | $376.1M | 2.80% | 3,787,986 | +3,778,921 | Added |
| Space Exploration Technologies Corp. (SPCX) | $369.7M | 2.75% | 2,163,897 | +2,163,897 | New position |
| Microsoft Corp. (MSFT) | $364.3M | 2.71% | 976,668 | +551,981 | Added |
| Coinshares Valkyrie Bitcoin (BRRR) | $300.2M | 2.23% | 18,140,000 | +1,200,000 | Added |
| Eli Lilly & Co. (LLY) | $299.1M | 2.22% | 249,397 | +103,723 | Added |
| UnitedHealth Group Inc. (UNH) | $269.3M | 2.00% | 648,005 | -169,594 | Trimmed |
| AXT Inc. (AXTI) | $256.9M | 1.91% | 3,563,896 | +3,555,887 | Added |
| Roundhill ETF Trust (DRAM) | $244.7M | 1.82% | 3,313,558 | +3,313,558 | New position |
| Alphabet Inc. (GOOGL) | $224.3M | 1.67% | 627,630 | +328,839 | Added |
| Alphabet Inc. (GOOG) | $216.1M | 1.61% | 611,471 | +608,106 | Added |
| Yandex N V (NBIS) | $214.2M | 1.59% | 775,567 | +62,504 | Added |
| IonQ, Inc. (IONQ) | $197.5M | 1.47% | 3,707,611 | -298,301 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $193.3M | 1.44% | 191,136 | -34,563 | Trimmed |
| Vertiv Holdings Co. (VRT) | $179.1M | 1.33% | 535,002 | +297,781 | Added |
| Corning Inc. (GLW) | $173.8M | 1.29% | 680,452 | +564,678 | Added |
| iShares Bitcoin Trust ETF (IBIT) | $171.3M | 1.27% | 5,145,734 | -247,938 | Trimmed |
| Amazon.com Inc. (AMZN) | $164.4M | 1.22% | 689,749 | +564,374 | Added |
| Robinhood Markets, Inc. (HOOD) | $162.0M | 1.20% | 1,615,572 | +272,863 | Added |
| Tesla, Inc. (TSLA) | $153.6M | 1.14% | 365,126 | -283,650 | Trimmed |
| GE Vernova Inc. (GEV) | $146.5M | 1.09% | 124,694 | +20,120 | Added |
| Micron Technology Inc. (MU) | $137.0M | 1.02% | 118,678 | +35,425 | Added |
| Strategy Inc. (MSTR) | $127.9M | 0.95% | 1,471,629 | -1,940,044 | Trimmed |
| Nuscale Power Corp. (SMR) | $127.5M | 0.95% | 12,711,180 | +3,613,002 | Added |
| Reddit, Inc. (RDDT) | $116.2M | 0.86% | 669,443 | -109,746 | Trimmed |
| Vanguard S&P 500 (VOO) | $110.8M | 0.82% | 161,357 | +35,915 | Added |
| Mara Holdings, Inc. (MARA) | $110.5M | 0.82% | 7,953,008 | -361,889 | Trimmed |
| Invesco QQQ Trust (QQQ) | $105.7M | 0.79% | 143,578 | -195,711 | Trimmed |
| Iren Ltd. (IREN) | $102.7M | 0.76% | 2,245,595 | -1,673,151 | Trimmed |
| Adobe Inc. (ADBE) | $102.6M | 0.76% | 500,225 | +442,373 | Added |
| Arm Holdings plc (ARM) | $94.5M | 0.70% | 266,382 | +235,343 | Added |
| Cerebras Systems Inc. (CBRS) | $93.4M | 0.69% | 422,732 | +422,732 | New position |
| Bloom Energy Corp. (BE) | $88.7M | 0.66% | 292,906 | +262,341 | Added |
| Oracle Corp. (ORCL) | $87.4M | 0.65% | 596,634 | -153,253 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $86.1M | 0.64% | 172,132 | +153,788 | Added |
| CoreWeave, Inc. (CRWV) | $84.5M | 0.63% | 849,390 | +4,456 | Added |
| Travelers Companies, Inc. (TRV) | $82.7M | 0.61% | 250,653 | +250,653 | New position |
| Super Micro Computer, Inc. (SMCI) | $76.2M | 0.57% | 2,597,473 | +352,855 | Added |
| Redwire Corp. (RDW) | $75.1M | 0.56% | 6,142,044 | +6,018,512 | Added |
| Amgen Inc. (AMGN) | $71.6M | 0.53% | 197,671 | +195,389 | Added |
| Rocket Lab Corp. (RKLB) | $71.3M | 0.53% | 701,211 | +297,268 | Added |
| Mastercard Inc. (MA) | $65.7M | 0.49% | 127,917 | -423,697 | Trimmed |
| SPDR Ser Trust (BIL) | $64.6M | 0.48% | 704,593 | +315,563 | Added |
| Circle Internet Group, Inc. (CRCL) | $64.5M | 0.48% | 1,030,223 | +360,768 | Added |
| Oklo Inc. (OKLO) | $63.2M | 0.47% | 1,207,636 | +617,772 | Added |
| Meta Platforms, Inc. (META) | $61.1M | 0.45% | 108,526 | +47,323 | Added |
| Credo Technology Group Holding Ltd. (CRDO) | $60.5M | 0.45% | 222,362 | +211,911 | Added |
| Ondas Inc. (ONDS) | $56.1M | 0.42% | 6,807,921 | +1,885,210 | Added |
| Intuit Inc. (INTU) | $54.1M | 0.40% | 207,421 | +18,160 | Added |
| Intel Corp. (INTC) | $46.4M | 0.34% | 332,512 | -69,662 | Trimmed |
| USA Rare Earth, Inc. (USAR) | $46.2M | 0.34% | 2,142,369 | +697,144 | Added |
| iShares Trust (SGOV) | $45.3M | 0.34% | 450,074 | -758,920 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $44.5M | 0.33% | 76,529 | -28,823 | Trimmed |
| International Business Machines Corp. (IBM) | $44.2M | 0.33% | 157,154 | +152,061 | Added |
| D-Wave Quantum Inc. (QBTS) | $43.7M | 0.33% | 1,820,485 | +827,295 | Added |
| Kaspi KZ JSC (KSPI) | $43.6M | 0.32% | 502,940 | -45,354 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $41.1M | 0.31% | 86,109 | -9,591 | Trimmed |
| PDD Holdings Inc. (PDD) | $40.8M | 0.30% | 535,181 | +140,892 | Added |
| ASML Holding N.V. (ASML) | $40.1M | 0.30% | 20,134 | +11,162 | Added |
| Critical Metals Corp. (CRML) | $37.0M | 0.28% | 3,607,198 | +2,080,630 | Added |
| Applied Materials Inc. (AMAT) | $35.8M | 0.27% | 49,498 | -300,522 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $35.0M | 0.26% | 300,106 | -22,633 | Trimmed |
| Core Scientific, Inc. (CORZ) | $34.9M | 0.26% | 1,364,505 | +371,499 | Added |
| MongoDB, Inc. (MDB) | $34.1M | 0.25% | 101,453 | +100,403 | Added |
| Hims & Hers Health, Inc. (HIMS) | $33.8M | 0.25% | 973,771 | -365,043 | Trimmed |
| Nokia Corporation (NOK) | $33.2M | 0.25% | 2,503,711 | +2,421,813 | Added |
| SPDR Gold Trust (GLD) | $32.0M | 0.24% | 86,897 | +6,504 | Added |
| Trulieve Cannabis Corp. (TRLV) | $31.9M | 0.24% | 3,250,000 | +3,250,000 | New position |
| Rivian Automotive, Inc. (RIVN) | $30.9M | 0.23% | 1,778,716 | +689,289 | Added |
| iShares Trust (TLT) | $30.5M | 0.23% | 352,364 | -105,011 | Trimmed |
| Opendoor Technologies Inc. (OPEN) | $30.2M | 0.23% | 6,543,144 | +1,616,716 | Added |
| GameStop Corp. (GME) | $29.2M | 0.22% | 1,323,738 | +307,643 | Added |
| Firefly Aerospace Inc. (FLY) | $28.4M | 0.21% | 964,348 | +502,140 | Added |
| SoFi Technologies, Inc. (SOFI) | $28.3M | 0.21% | 1,580,559 | +621,793 | Added |
| Tempus AI, Inc. (TEM) | $27.9M | 0.21% | 481,854 | -339,473 | Trimmed |
| Cigna Group (CI) | $27.9M | 0.21% | 101,224 | -19,220 | Trimmed |
| Salesforce, Inc. (CRM) | $26.7M | 0.20% | 170,216 | +90,026 | Added |
| Apple Inc. (AAPL) | $25.7M | 0.19% | 88,784 | -60,118 | Trimmed |
| MercadoLibre, Inc. (MELI) | $25.3M | 0.19% | 14,877 | +6,236 | Added |
| EchoStar Corp. (ECHO) | $25.0M | 0.19% | 246,171 | +213,690 | Added |
| Novo Nordisk A/S (NVO) | $24.8M | 0.18% | 518,286 | -185,215 | Trimmed |
| Stellantis N.V. (STLA) | $24.7M | 0.18% | 4,299,837 | -160,500 | Trimmed |
| Energy Fuels Inc. (UUUU) | $24.2M | 0.18% | 1,665,909 | +429,273 | Added |
| Futu Hldgs Ltd (FUTU) | $23.4M | 0.17% | 249,630 | +232,881 | Added |
| Quantum Computing Inc. (QUBT) | $22.3M | 0.17% | 2,302,359 | -2,186,553 | Trimmed |
| SPDR S&P 500 (SPY) | $19.6M | 0.15% | 26,312 | +19,089 | Added |
| ProShares Trust (SPCF) | $19.2M | 0.14% | 750,000 | +750,000 | New position |
| Bitmine Immersion Tecnologie (BMNR) | $19.1M | 0.14% | 1,431,778 | -7,743,648 | Trimmed |
| Etoro Group Ltd (ETOR) | $18.7M | 0.14% | 473,853 | -100,433 | Trimmed |
| Sprott Asset Management LP (PHYS) | $18.5M | 0.14% | 613,413 | -21,643 | Trimmed |
| Star Bulk Carriers Corp. (SBLK) | $18.2M | 0.14% | 728,022 | +601,998 | Added |
| Berkshire Hathaway Inc. Del | $18.0M | 0.13% | 24 | 0 | Held |
| iShares Ethereum Trust ETF (ETHA) | $16.6M | 0.12% | 1,399,546 | -982,996 | Trimmed |
| Alibaba Group Holding Limited (BABA) | $16.4M | 0.12% | 170,414 | +508 | Added |