| NVDA | 15.73% | 212.17 | +0.57% | 383,338 | |
| GOOGL | 13.57% | 344.98 | -1.26% | 220,500 | |
| MRVL | 9.89% | 221.70 | +1.32% | 263,663 | |
| PLTR | 6.06% | 172.56 | -0.43% | 184,732 | |
| MSFT | 5.71% | 497.12 | -1.64% | 62,250 | |
| ANET | 5.06% | 192.84 | +2.68% | 147,168 | |
| AMZN | 4.70% | 248.42 | -2.02% | 101,150 | |
| 485690 | 4.65% | 21,270 | +1.02% | 1,635,000 | |
| META | 4.60% | 670.24 | +0.70% | 41,930 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.22% | - | - | 56,378 |