| NVDA | 15.05% | 209.66 | -1.59% | 380,092 | |
| GOOGL | 13.72% | 342.00 | -1.43% | 218,624 | |
| MRVL | 11.29% | 245.11 | +1.97% | 261,431 | |
| PLTR | 5.84% | 177.50 | +2.76% | 183,158 | |
| MSFT | 5.44% | 496.37 | +0.95% | 61,721 | |
| ANET | 4.95% | 202.25 | +5.92% | 145,916 | |
| AMZN | 4.85% | 260.28 | -0.30% | 100,290 | |
| 485690 | 4.69% | 22,145 | +2.19% | 1,635,000 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.19% | - | - | 55,898 |
| AVGO | 4.13% | 355.59 | -0.32% | 62,631 |