$66.13Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAOI | APPLIED OPTOELECTRONICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AAPL | APPLE INC | 2.07 | 8,000 | 1,371,840 | NEW | ||
ACTX | GLOBAL X FDS | 1.31 | 30,000 | 864,900 | UNCHANGED | 0.00 | |
AMD | ADVANCED MICRO DEVICES INC | 1.36 | 5,000 | 902,450 | NEW | ||
AMZN | AMAZON COM INC | 9.41 | 34,500 | 6,223,110 | NEW | ||
ANET | ARISTA NETWORKS INC | 3.51 | 8,000 | 2,319,840 | NEW | ||
APLD | APPLIED DIGITAL CORP | 1.13 | 175,000 | 749,000 | NEW | ||
APP | APPLOVIN CORP | 4.23 | 40,400 | 2,796,490 | NEW | ||
APPS | DIGITAL TURBINE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AVGO | BROADCOM INC | 2.00 | 1,000 | 1,325,410 | NEW | ||
BILL | BILL HOLDINGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CAMT | CAMTEK LTD | 6.62 | 52,266 | 4,378,320 | ADDED | 86.66 | |
CCJ | CAMECO CORP | 0.85 | 13,000 | 563,160 | NEW | ||
CEG | CONSTELLATION ENERGY CORP | 2.80 | 10,000 | 1,848,500 | NEW | ||
CFLT | CONFLUENT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CLS | CELESTICA INC | 5.08 | 74,756 | 3,359,540 | ADDED | 9.28 | |
DOCU | DOCUSIGN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
DV | DOUBLEVERIFY HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ESTC | ELASTIC N V | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GEO | GEO GROUP INC NEW | 3.22 | 150,696 | 2,127,830 | REDUCED | -10.83 | |
GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
HAS | HASBRO INC | 1.71 | 20,000 | 1,130,400 | NEW | ||
INTC | INTEL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MASI | MASIMO CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MAXN | MAXEON SOLAR TECHNOLOGIES LT | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
META | META PLATFORMS INC | 4.41 | 6,000 | 2,913,480 | NEW | ||
MOD | MODINE MFG CO | 1.73 | 12,000 | 1,142,280 | NEW | ||
MP | MP MATERIALS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MRVL | MARVELL TECHNOLOGY INC | 5.04 | 47,000 | 3,331,360 | NEW | ||
MU | MICRON TECHNOLOGY INC | 3.92 | 22,000 | 2,593,580 | ADDED | 15.79 | |
MXL | MAXLINEAR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
NEE | NEXTERA ENERGY INC | 1.93 | 20,000 | 1,278,200 | ADDED | 66.67 | |
NTES | NETEASE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
NVDA | NVIDIA CORPORATION | 4.78 | 3,500 | 3,162,460 | NEW | ||
QCOM | QUALCOMM INC | 4.86 | 19,000 | 3,216,700 | ADDED | 322 | |
QRVO | QORVO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
RBLX | ROBLOX CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ROKU | ROKU INC | 0.79 | 8,000 | 521,360 | NEW | ||
SIMO | SILICON MOTION TECHNOLOGY CO | 2.78 | 23,900 | 1,838,870 | NEW | ||
SKIN | THE BEAUTY HEALTH COMPANY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SMTC | SEMTECH CORP | 2.91 | 70,000 | 1,924,300 | REDUCED | -36.36 | |
SWKS | SKYWORKS SOLUTIONS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TREE | LENDINGTREE INC NEW | 2.85 | 44,502 | 1,884,220 | NEW | ||
TSLA | TESLA INC | 3.72 | 14,000 | 2,461,060 | NEW | ||
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.67 | 3,000 | 445,470 | NEW | ||
VRT | VERTIV HOLDINGS CO | 9.11 | 73,795 | 6,026,840 | NEW | ||
VST | VISTRA CORP | 1.05 | 10,000 | 696,500 | NEW | ||
WDC | WESTERN DIGITAL CORP. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ZI | ZOOMINFO TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GE VERNOVA LLC | 4.14 | 20,000 | 2,735,000 | NEW |