$838Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAOI | APPLIED OPTOELECTRONICS INC | 1.37 | 831,200 | 11,520,000 | ADDED | 30.45 | |
ADBE | ADOBE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AMD | ADVANCED MICRO DEVICES INC | 6.33 | 294,000 | 53,064,000 | REDUCED | -65.17 | |
AMZN | AMAZON COM INC | 7.45 | 346,400 | 62,484,000 | ADDED | 330 | |
ANET | ARISTA NETWORKS INC | 2.21 | 64,000 | 18,559,000 | NEW | ||
APH | AMPHENOL CORP NEW | 0.84 | 61,400 | 7,082,000 | NEW | ||
ASML | ASML HOLDING N V | 0.12 | 1,000 | 970,000 | REDUCED | -25.93 | |
AVGO | BROADCOM INC | 5.01 | 31,700 | 42,015,000 | NEW | ||
CAN | CANAAN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CDNS | CADENCE DESIGN SYSTEM INC | 0.26 | 6,884 | 2,143,000 | NEW | ||
CFLT | CONFLUENT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CLS | CELESTICA INC | 0.09 | 16,890 | 759,000 | NEW | ||
COIN | COINBASE GLOBAL INC | 4.80 | 152,000 | 40,298,000 | REDUCED | -37.45 | |
CRM | SALESFORCE INC | 0.04 | 1,000 | 301,000 | REDUCED | -97.37 | |
CRWD | CROWDSTRIKE HLDGS INC | 0.04 | 1,000 | 321,000 | REDUCED | -97.5 | |
CW | CURTISS WRIGHT CORP | 0.31 | 10,100 | 2,585,000 | NEW | ||
DDOG | DATADOG INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
DELL | DELL TECHNOLOGIES INC | 2.91 | 214,000 | 24,420,000 | NEW | ||
DRN | DIREXION SHS ETF TR | 5.14 | 926,000 | 43,087,000 | NEW | ||
ESTC | ELASTIC N V | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ETN | EATON CORP PLC | 0.36 | 9,710 | 3,036,000 | NEW | ||
GFS | GLOBALFOUNDRIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GTLB | GITLAB INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
HCP | HASHICORP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
HPE | HEWLETT PACKARD ENTERPRISE C | 0.59 | 278,000 | 4,929,000 | NEW | ||
INTC | INTEL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
LITE | LUMENTUM HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MARA | MARATHON DIGITAL HOLDINGS IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MDB | MONGODB INC | 0.04 | 1,000 | 359,000 | REDUCED | -96.06 | |
META | META PLATFORMS INC | 9.35 | 161,500 | 78,421,000 | ADDED | 230 | |
MSFT | MICROSOFT CORP | 7.19 | 143,300 | 60,289,000 | ADDED | 365 | |
MU | MICRON TECHNOLOGY INC | 4.16 | 295,900 | 34,884,000 | NEW | ||
NOW | SERVICENOW INC | 0.09 | 1,000 | 762,000 | REDUCED | -93.57 | |
NVDA | NVIDIA CORPORATION | 14.40 | 133,706 | 120,811,000 | ADDED | 104 | |
ORCL | ORACLE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
PANW | PALO ALTO NETWORKS INC | 0.03 | 1,000 | 284,000 | REDUCED | -97.01 | |
SMCI | SUPER MICRO COMPUTER INC | 0.96 | 8,000 | 8,080,000 | NEW | ||
SNOW | SNOWFLAKE INC | 1.19 | 62,000 | 10,019,000 | REDUCED | -34.53 | |
TER | TERADYNE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TSLA | TESLA INC | 10.11 | 482,229 | 84,771,000 | ADDED | 19.68 | |
U | UNITY SOFTWARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
VRT | VERTIV HOLDINGS CO | 1.74 | 178,900 | 14,611,000 | NEW | ||
WDC | WESTERN DIGITAL CORP. | 0.66 | 81,300 | 5,548,000 | NEW | ||
ZM | ZOOM VIDEO COMMUNICATIONS IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ZS | ZSCALER INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ARM HOLDINGS PLC | 0.12 | 8,000 | 1,000,000 | NEW | |||
BITDEER TECHNOLOGIES GROUP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |