| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 15, 2626 new7 added20 reduced16 exited | ||||
| ≡ | TSM – TAIWAN SEMICONDUCTOR MANUFAC | Add 8.00% | 654,023 | 4.24 |
| ≡ | EQIX – EQUINIX INC | Buy | 1,090,886 | 3.68 |
| ≡ | ASML HLDG NV | Buy | 496,234 | 2.26 |
| ≡ | V – VISA INC | Buy | 718,753 | 0.75 |
| ≡ | QCOM – QUALCOMM INC | Buy | 1,387,312 | 0.61 |
| ≡ | VRT – VERTIV HOLDINGS CO | Add 18.00% | 152,686 | 0.51 |
| ≡ | SOLSTICE ADVANCED MATLS INC | Buy | 1,654,589 | 0.43 |
| ≡ | ENPH – ENPHASE ENERGY INC | Buy | 1,647,893 | 0.21 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Add 6.00% | 47,991 | 0.21 |
| ≡ | SFM – SPROUTS FMRS MKT INC | Add 100.00% | 601,887 | 0.20 |
| ≡ | MU – MICRON TECHNOLOGY INC | Buy | 165,931 | 0.19 |
| ≡ | CHRW – C H ROBINSON WORLDWIDE IN | Add 68.00% | 231,986 | 0.19 |
| ≡ | GNRC – GENERAC HLDGS INC | Add 6.00% | 21,303 | 0.14 |
| ≡ | ABR – ARBOR REALTY TRUST INC | Buy | 4,196,885 | 0.11 |
| ≡ | TTD – THE TRADE DESK INC | Buy | 1,387,089 | 0.11 |
| ≡ | NVAX – NOVAVAX INC | Buy | 3,836,986 | 0.11 |
| ≡ | PINS – PINTEREST INC | Buy | 1,678,764 | 0.11 |
| ≡ | Z – ZILLOW GROUP INC | Buy | 739,700 | 0.11 |
| ≡ | PATH – UIPATH INC | Buy | 2,269,557 | 0.09 |
| ≡ | UPST – UPSTART HLDGS INC | Buy | 870,947 | 0.08 |
| ≡ | RNG – RINGCENTRAL INC | Buy | 411,351 | 0.05 |
| ≡ | ZG – ZILLOW GROUP INC | Buy | 328,189 | 0.05 |
| ≡ | PTON – PELOTON INTERACTIVE INC | Buy | 2,500,000 | 0.04 |
| ≡ | PLUG PWR INC | Buy | 2,545,243 | 0.02 |
| ≡ | LCID – LUCID GROUP INC | Buy | 295,393 | 0.01 |
| ≡ | OLAPLEX HLDGS INC | Buy | 1,264,968 | 0.01 |
| ≡ | SFIX – STITCH FIX INC | Buy | 735,373 | 0.01 |
| ≡ | HERTZ GLOBAL HLDGS INC | Buy | 468,814 | 0.00 |
| ≡ | CHARGEPOINT HOLDINGS INC | Buy | 154,086 | 0.00 |
| ≡ | QS – QUANTUMSCAPE CORP | Add 16.00% | 600,000 | −0.00 |
| ≡ | HTZ – HERTZ GLOBAL HLDGS INC | Buy | 106,823 | 0.00 |
| ≡ | BYND – BEYOND MEAT INC | Buy | 343,393 | 0.00 |
| ≡ | AMC – AMC ENTMT HLDGS INC | Buy | 228,136 | 0.00 |
| Q4 2025filed May 15, 2614 new10 added14 reduced35 exited | ||||
| ≡ | AMAT – APPLIED MATLS INC | Add 79.00% | 2,635,284 | 2.17 |
| ≡ | NTRA – NATERA INC | Add 1446.00% | 2,463,008 | 1.44 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Buy | 807,234 | 1.14 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MANUFAC | Add 7.00% | ||
| Q3 2025filed Nov 14, 2510 new15 added11 reduced7 exited | ||||
| ≡ | GOOGL – ALPHABET INC | Add 259.00% | 5,210,434 | 3.32 |
| ≡ | APP – APPLOVIN CORP | Add 25.00% | 452,040 | 2.22 |
| ≡ | SNPS – SYNOPSYS INC | Buy | 1,809,127 | 2.19 |
| ≡ | AMAT – APPLIED MATLS INC | Buy | 3,349,048 | |
| Q2 2025filed Aug 14, 2513 new16 added14 reduced13 exited | ||||
| ≡ | CRWV – COREWEAVE INC | Add 24.00% | 3,394,574 | 5.73 |
| ≡ | ORCL – ORACLE CORP | Buy | 3,857,262 | 2.35 |
| ≡ | ARM – ARM HOLDINGS PLC | Buy | 4,633,454 | 2.09 |
| ≡ | AVGO – BROADCOM INC | Add 58.00% | 2,075,267 | |
| Q1 2025filed May 15, 2524 new12 added21 reduced22 exited | ||||
| ≡ | CRWV – COREWEAVE INC | Buy | 14,402,999 | 2.35 |
| ≡ | BABA – ALIBABA GROUP HLDG LTD | Add 1873.00% | 3,608,975 | 2.16 |
| ≡ | SPOTIFY TECHNOLOGY S A | Add 22.00% | 273,658 | 1.83 |
| ≡ | LRCX – LAM RESEARCH CORP | Add 103.00% | 4,163,199 | |
| Q4 2024filed Feb 14, 2515 new11 added19 reduced28 exited | ||||
| ≡ | RDDT – REDDIT INC | Buy | 6,530,236 | 3.60 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Add 613.00% | 3,039,668 | 2.61 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Buy | 972,878 | 1.71 |
| ≡ | APP – APPLOVIN CORP | Add 15.00% | 304,342 | |
| Q3 2024filed Nov 14, 2416 new17 added18 reduced8 exited | ||||
| ≡ | CEG – CONSTELLATION ENERGY CORP | Add 57.00% | 2,818,223 | 3.64 |
| ≡ | INTUITIVE SURGICAL INC | Buy | 1,094,176 | 2.00 |
| ≡ | GEV – GE VERNOVA INC | Add 18.00% | 611,126 | 1.51 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Buy | 1,326,099 | |
| Q2 2024filed Aug 14, 247 new14 added25 reduced24 exited | ||||
| ≡ | CEG – CONSTELLATION ENERGY CORP | Add 139.00% | 2,858,192 | 2.34 |
| ≡ | GEV – GE VERNOVA INC | Buy | 3,332,031 | 2.22 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Add 10.00% | 1,053,684 | 2.19 |
| ≡ | DELL – DELL TECHNOLOGIES INC | Add 73.00% | ||
| Q1 2024filed May 15, 2422 new34 added21 reduced32 exited | ||||
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Add 3209.00% | 10,027,552 | 5.38 |
| ≡ | CRM – SALESFORCE INC | Add 119.00% | 2,556,774 | 3.19 |
| ≡ | QCOM – QUALCOMM INC | Buy | 3,663,166 | 2.43 |
| ≡ | AVGO – BROADCOM INC | Buy | ||
| Q4 2023filed Feb 14, 2431 new12 added38 reduced16 exited | ||||
| ≡ | CRM – SALESFORCE INC | Buy | 2,144,062 | 2.37 |
| ≡ | AAPL – APPLE INC | Buy | 2,444,368 | 1.97 |
| ≡ | INTUITIVE SURGICAL INC | Buy | 1,301,595 | 1.84 |
| ≡ | DPZ – DOMINOS PIZZA INC | Buy | 783,202 | |
| Q3 2023filed Nov 14, 239 new20 added25 reduced15 exited | ||||
| ≡ | INTU – INTUIT | Add 305.00% | 1,722,424 | 3.79 |
| ≡ | ETN – EATON CORP PLC | Add 113.00% | 2,012,103 | 2.35 |
| ≡ | NU HLDGS LTD | Add 986.00% | 50,059,354 | 1.83 |
| ≡ | VRT – VERTIV HOLDINGS CO | Add 152.00% | 6,974,033 | 1.63 |
| Q2 2023filed Aug 14, 2323 new20 added24 reduced6 exited | ||||
| ≡ | AMZN – AMAZON COM INC | Add 125.00% | 6,918,217 | 4.15 |
| ≡ | MSFT – MICROSOFT CORP | Add 68.00% | 2,135,750 | 2.78 |
| ≡ | ORCL – ORACLE CORP | Buy | 4,363,761 | 2.55 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Add 64.00% | 5,467,454 | |
| 556,988 |
| 1.03 |
| ≡ | AMZN – AMAZON COM INC | Add 14.00% | 1,189,170 | 1.03 |
| ≡ | DASH – DOORDASH INC | Add 78.00% | 1,910,488 | 0.84 |
| ≡ | NFLX – NETFLIX INC. | Add 1655.00% | 10,242,620 | 0.73 |
| ≡ | SPOTIFY TECHNOLOGY S A | Add 36.00% | 647,708 | 0.48 |
| ≡ | MTZ – MASTEC INC | Buy | 677,909 | 0.37 |
| ≡ | MSFT – MICROSOFT CORP | Add 11.00% | 528,926 | 0.36 |
| ≡ | VRT – VERTIV HOLDINGS CO | Buy | 828,947 | 0.34 |
| ≡ | RKT – ROCKET COS INC | Buy | 6,747,052 | 0.33 |
| ≡ | SNOW – SNOWFLAKE INC | Add 27.00% | 524,515 | 0.28 |
| ≡ | ADBE – ADOBE INC | Add 43.00% | 263,529 | 0.24 |
| ≡ | AXON – AXON ENTERPRISE INC | Buy | 155,387 | 0.22 |
| ≡ | INFY – INFOSYS LTD | Buy | 4,574,706 | 0.20 |
| ≡ | CHRW – C H ROBINSON WORLDWIDE IN | Buy | 341,024 | 0.14 |
| ≡ | EXPD – EXPEDITORS INTL WASH INC | Buy | 365,987 | 0.14 |
| ≡ | GNRC – GENERAC HLDGS INC | Buy | 369,210 | 0.13 |
| ≡ | SFM – SPROUTS FMRS MKT INC | Buy | 601,886 | 0.12 |
| ≡ | SPGI – S&P GLOBAL INC | Buy | 63,451 | 0.08 |
| ≡ | MCO – MOODYS CORP | Buy | 64,260 | 0.08 |
| ≡ | NAVN – NAVAN INC | Buy | 599,280 | 0.03 |
| ≡ | MRNA – MODERNA INC | Buy | 200,000 | 0.01 |
| 1.68 |
| ≡ | GOOG – ALPHABET INC | Buy | 2,091,574 | 1.25 |
| ≡ | SNOW – SNOWFLAKE INC | Buy | 1,956,448 | 1.08 |
| ≡ | ORCL – ORACLE CORP | Add 24.00% | 938,895 | 0.96 |
| ≡ | BABA – ALIBABA GROUP HLDG LTD | Add 130.00% | 1,128,826 | 0.60 |
| ≡ | MSFT – MICROSOFT CORP | Add 18.00% | 710,653 | 0.45 |
| ≡ | FIG – FIGMA INC | Buy | 3,232,969 | 0.41 |
| ≡ | SPOTIFY TECHNOLOGY S A | Add 13.00% | 212,006 | −0.32 |
| ≡ | META – META PLATFORMS INC | Add 10.00% | 355,090 | −0.30 |
| ≡ | MRVL – MARVELL TECHNOLOGY INC | Add 245.00% | 1,476,657 | 0.30 |
| ≡ | CVNA – CARVANA CO | Add 11.00% | 203,153 | 0.16 |
| ≡ | DASH – DOORDASH INC | Add 12.00% | 268,069 | 0.14 |
| ≡ | INTU – INTUIT | Add 48.00% | 504,013 | −0.11 |
| ≡ | NTRA – NATERA INC | Buy | 170,326 | 0.07 |
| ≡ | ENPH – ENPHASE ENERGY INC | Add 95.00% | 803,945 | 0.05 |
| ≡ | TTD – THE TRADE DESK INC | Add 39.00% | 388,100 | −0.03 |
| ≡ | KLAR – KLARNA GROUP PLC | Buy | 330,000 | 0.03 |
| ≡ | JOYY – JOYY INC | Buy | 155,705 | 0.02 |
| ≡ | IBIT – ISHARES BITCOIN TRUST ETF | Add 135.00% | 76,132 | 0.01 |
| ≡ | VST – VISTRA CORP | Add 8.00% | 36,642 | −0.01 |
| ≡ | FUTU – FUTU HLDGS LTD | Buy | 24,105 | 0.01 |
| ≡ | CHARGEPOINT HOLDINGS INC | Buy | 154,086 | 0.00 |
| 1.70 |
| ≡ | CVNA – CARVANA CO | Add 236.00% | 1,264,722 | 1.20 |
| ≡ | CHYM – CHIME FINL INC | Buy | 10,821,992 | 1.04 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 34.00% | 2,942,694 | 0.97 |
| ≡ | CAI – CARIS LIFE SCIENCES INC | Buy | 10,142,198 | 0.75 |
| ≡ | HNGE – HINGE HEALTH INC | Buy | 4,702,208 | 0.68 |
| ≡ | INTU – INTUIT | Add 59.00% | 387,232 | 0.51 |
| ≡ | CHA – CHAGEE HLDGS LTD | Buy | 6,174,115 | 0.45 |
| ≡ | RDDT – REDDIT INC | Add 31.00% | 1,463,094 | 0.41 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Add 6.00% | 39,512 | −0.41 |
| ≡ | KKR – KKR & CO INC | Add 7.00% | 256,815 | −0.39 |
| ≡ | BULL – WEBULL CORP | Buy | 11,448,149 | 0.38 |
| ≡ | VST – VISTRA CORP | Buy | 476,169 | 0.26 |
| ≡ | LRCX – LAM RESEARCH CORP | Add 28.00% | 2,297,923 | 0.22 |
| ≡ | TTD – THE TRADE DESK INC | Buy | 998,989 | 0.20 |
| ≡ | DASH – DOORDASH INC | Add 32.00% | 534,615 | 0.17 |
| ≡ | MRVL – MARVELL TECHNOLOGY INC | Buy | 602,389 | 0.13 |
| ≡ | ENPH – ENPHASE ENERGY INC | Buy | 843,948 | 0.09 |
| ≡ | TSLA – TESLA INC | Add 24.00% | 397,022 | −0.07 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 33.00% | 1,732,838 | −0.06 |
| ≡ | MSFT – MICROSOFT CORP | Add 20.00% | 663,073 | 0.04 |
| ≡ | YUMC – YUM CHINA HLDGS INC | Buy | 231,346 | 0.03 |
| ≡ | MPT – MEDICAL PPTYS TRUST INC | Add 173.00% | 5,731,911 | 0.02 |
| ≡ | GNRC – GENERAC HLDGS INC | Add 81.00% | 96,814 | 0.02 |
| ≡ | LX – LEXINFINTECH HLDGS LTD | Add 309.00% | 1,053,387 | 0.01 |
| ≡ | IBIT – ISHARES BITCOIN TRUST ETF | Buy | 56,508 | 0.01 |
| 1.65 |
| ≡ | PM – PHILIP MORRIS INTL INC | Buy | 1,555,900 | 1.09 |
| ≡ | INTU – INTUIT | Add 20.00% | 110,926 | 0.62 |
| ≡ | MPWR – MONOLITHIC PWR SYS INC | Buy | 193,432 | 0.49 |
| ≡ | CVNA – CARVANA CO | Buy | 535,333 | 0.49 |
| ≡ | KKR – KKR & CO INC | Add 31.00% | 836,279 | 0.46 |
| ≡ | SWKS – SKYWORKS SOLUTIONS INC | Buy | 1,272,952 | 0.36 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Add 21.00% | 169,201 | 0.28 |
| ≡ | PINS – PINTEREST INC | Buy | 1,678,764 | 0.23 |
| ≡ | TEM – TEMPUS AI INC | Buy | 935,562 | 0.20 |
| ≡ | ALAB – ASTERA LABS INC | Buy | 676,586 | 0.18 |
| ≡ | Z – ZILLOW GROUP INC | Add 100.00% | 369,850 | 0.13 |
| ≡ | NVAX – NOVAVAX INC | Buy | 3,836,986 | 0.11 |
| ≡ | UPST – UPSTART HLDGS INC | Add 150.00% | 521,887 | 0.10 |
| ≡ | MPT – MEDICAL PPTYS TRUST INC | Buy | 3,318,885 | 0.09 |
| ≡ | QS – QUANTUMSCAPE CORP | Buy | 4,294,995 | 0.08 |
| ≡ | PTON – PELOTON INTERACTIVE INC | Buy | 2,500,000 | 0.07 |
| ≡ | GNRC – GENERAC HLDGS INC | Buy | 119,628 | 0.07 |
| ≡ | ZG – ZILLOW GROUP INC | Add 52.00% | 164,095 | 0.07 |
| ≡ | TCOM – TRIP COM GROUP LTD | Buy | 222,892 | 0.06 |
| ≡ | RNG – RINGCENTRAL INC | Buy | 411,351 | 0.04 |
| ≡ | LCID – LUCID GROUP INC | Buy | 2,953,931 | 0.03 |
| ≡ | PLUG POWER INC | Buy | 4,098,713 | 0.02 |
| ≡ | MBLY – MOBILEYE GLOBAL INC | Buy | 226,558 | 0.01 |
| ≡ | SFIX – STITCH FIX INC | Buy | 790,167 | 0.01 |
| ≡ | QFIN – QIFU TECHNOLOGY INC | Add 74.00% | 33,677 | 0.01 |
| ≡ | CHPT – CHARGEPOINT HOLDINGS INC | Buy | 3,081,752 | 0.01 |
| ≡ | OLAPLEX HLDGS INC | Buy | 1,264,968 | 0.01 |
| ≡ | CPNG – COUPANG INC | Add 14.00% | 20,617 | 0.01 |
| ≡ | HERTZ GLOBAL HLDGS INC | Add 267.00% | 468,814 | 0.01 |
| ≡ | BYND – BEYOND MEAT INC | Buy | 343,393 | 0.00 |
| ≡ | AMC – AMC ENTMT HLDGS INC | Buy | 228,136 | 0.00 |
| ≡ | HTZ – HERTZ GLOBAL HLDGS INC | Buy | 106,823 | 0.00 |
| 1.54 |
| ≡ | NOW – SERVICENOW INC | Buy | 369,342 | 1.32 |
| ≡ | SCHW – SCHWAB CHARLES CORP | Buy | 4,510,020 | 1.12 |
| ≡ | HUBS – HUBSPOT INC | Buy | 373,280 | 0.88 |
| ≡ | SMCI – SUPER MICRO COMPUTER INC | Add 36599.00% | 8,842,574 | 0.87 |
| ≡ | SPOTIFY TECHNOLOGY S A | Add 67.00% | 508,075 | 0.87 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Add 6.00% | 596,342 | 0.59 |
| ≡ | AFRM – AFFIRM HLDGS INC | Buy | 2,633,442 | 0.54 |
| ≡ | NFLX – NETFLIX INC | Add 14.00% | 83,203 | 0.48 |
| ≡ | DASH – DOORDASH INC | Add 32.00% | 633,662 | 0.43 |
| ≡ | NU HLDGS LTD | Add 27.00% | 16,968,600 | −0.40 |
| ≡ | OKTA – OKTA INC | Buy | 1,254,080 | 0.33 |
| ≡ | DDOG – DATADOG INC | Buy | 669,972 | 0.32 |
| ≡ | FCNCA – FIRST CTZNS BANCSHARES INC N | Add 18.00% | 33,235 | 0.29 |
| ≡ | LRCX – LAM RESEARCH CORP | Add 900.00% | 3,641,733 | −0.24 |
| ≡ | MNDY – MONDAY COM LTD | Buy | 293,474 | 0.23 |
| ≡ | TTAN – SERVICETITAN INC | Buy | 631,258 | 0.22 |
| ≡ | FUTU – FUTU HLDGS LTD | Buy | 129,835 | 0.03 |
| ≡ | MRNA – MODERNA INC | Buy | 191,074 | 0.03 |
| ≡ | LX – LEXINFINTECH HLDGS LTD | Buy | 1,245,168 | 0.02 |
| ≡ | CPNG – COUPANG INC | Buy | 150,936 | 0.01 |
| ≡ | INTU – INTUIT | Add 10.00% | 47,549 | 0.01 |
| ≡ | QFIN – QIFU TECHNOLOGY INC | Buy | 45,447 | 0.01 |
| 1.34 |
| ≡ | KKR – KKR & CO INC | Buy | 2,719,255 | 1.32 |
| ≡ | JD – JD.COM INC | Add 33490.00% | 8,223,493 | 1.22 |
| ≡ | PDD – PDD HOLDINGS INC | Add 741.00% | 2,279,835 | 1.14 |
| ≡ | SPOTIFY TECHNOLOGY S A | Buy | 760,249 | 1.04 |
| ≡ | DASH – DOORDASH INC | Buy | 1,958,333 | 1.04 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 36.00% | 2,192,418 | 1.02 |
| ≡ | AVGO – BROADCOM INC | Add 1425.00% | 4,039,590 | 1.00 |
| ≡ | BABA – ALIBABA GROUP HLDG LTD | Add 895.00% | 2,441,557 | 0.99 |
| ≡ | CMG – CHIPOTLE MEXICAN GRILL INC | Buy | 4,575,054 | 0.98 |
| ≡ | KWEB – KRANESHARES TRUST | Buy | 7,257,156 | 0.92 |
| ≡ | TSLA – TESLA INC | Add 36.00% | 595,836 | 0.91 |
| ≡ | FXI – ISHARES TR | Buy | 4,932,011 | 0.58 |
| ≡ | ETN – EATON CORP PLC | Add 9.00% | 363,764 | 0.49 |
| ≡ | RMD – RESMED INC | Buy | 473,179 | 0.43 |
| ≡ | GOOGL – ALPHABET INC | Add 33.00% | 917,720 | 0.31 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Buy | 496,131 | 0.29 |
| ≡ | NU HLDGS LTD | Add 6.00% | 3,658,025 | 0.22 |
| ≡ | NVO – NOVO-NORDISK A S | Add 892.00% | 293,467 | 0.13 |
| ≡ | BX – BLACKSTONE INC | Buy | 195,969 | 0.11 |
| ≡ | LLY – ELI LILLY & CO | Add 20.00% | 40,904 | 0.09 |
| ≡ | NEE – NEXTERA ENERGY INC | Add 7.00% | 75,517 | 0.06 |
| ≡ | SMCI – SUPER MICRO COMPUTER INC | Buy | 24,161 | 0.04 |
| ≡ | NTES – NETEASE INC | Buy | 94,336 | 0.03 |
| ≡ | GOOG – ALPHABET INC | Add 8.00% | 46,312 | −0.03 |
| ≡ | PWR – QUANTA SVCS INC | Add 9.00% | 10,836 | 0.03 |
| ≡ | TAL – TAL EDUCATION GROUP | Buy | 434,673 | 0.02 |
| ≡ | EDU – NEW ORIENTAL ED & TECHNOLOGY | Buy | 59,316 | 0.02 |
| ≡ | BEYOND MEAT INC | Buy | 343,393 | 0.01 |
| ≡ | BZ – KANZHUN LIMITED | Add 53.00% | 88,310 | 0.00 |
| 3,090,934 |
| 2.04 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 893.00% | 12,369,306 | 1.71 |
| ≡ | QCOM – QUALCOMM INC | Add 43.00% | 1,579,974 | 1.63 |
| ≡ | APH – AMPHENOL CORP NEW | Buy | 6,211,919 | 1.63 |
| ≡ | ADBE – ADOBE INC | Add 29.00% | 412,619 | 1.15 |
| ≡ | AMZN – AMAZON COM INC | Add 7.00% | 702,235 | 0.98 |
| ≡ | VST – VISTRA CORP | Add 24.00% | 768,799 | 0.46 |
| ≡ | APP – APPLOVIN CORP | Add 98.00% | 1,134,983 | 0.43 |
| ≡ | UNH – UNITEDHEALTH GROUP INC | Buy | 97,435 | 0.19 |
| ≡ | PARAMOUNT GLOBAL | Buy | 3,678,056 | 0.15 |
| ≡ | NVAX – NOVAVAX INC | Add 73.00% | 1,105,321 | 0.10 |
| ≡ | NEE – NEXTERA ENERGY INC | Add 36.00% | 282,544 | 0.10 |
| ≡ | GNRC – GENERAC HLDGS INC | Add 17.00% | 82,803 | 0.05 |
| ≡ | FSLR – FIRST SOLAR INC | Buy | 34,984 | 0.03 |
| ≡ | SFIX – STITCH FIX INC | Add 31.00% | 186,400 | 0.01 |
| ≡ | 8NI0 – NIKOLA CORP | Buy | 173,915 | 0.01 |
| ≡ | SEDG – SOLAREDGE TECHNOLOGIES INC | Buy | 43,500 | 0.00 |
| ≡ | API – AGORA INC | Add 23.00% | 82,157 | 0.00 |
| 416,460 |
| 2.17 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 29499.00% | 8,014,159 | 2.11 |
| ≡ | DELL – DELL TECHNOLOGIES INC | Buy | 4,220,918 | 1.89 |
| ≡ | GOOGL – ALPHABET INC | Add 138.00% | 2,597,338 | 1.55 |
| ≡ | CEG – CONSTELLATION ENERGY CORP | Buy | 2,049,693 | 1.49 |
| ≡ | INTU – INTUIT | Add 132.00% | 1,021,819 | 1.29 |
| ≡ | VST – VISTRA CORP | Buy | 3,216,578 | 0.88 |
| ≡ | ASML HOLDING N V | Buy | 184,927 | 0.70 |
| ≡ | XYZ – BLOCK INC | Add 327.00% | 1,754,408 | 0.59 |
| ≡ | GOOG – ALPHABET INC | Add 247.00% | 834,594 | 0.50 |
| ≡ | ENPH – ENPHASE ENERGY INC | Buy | 989,200 | 0.47 |
| ≡ | DKNG – DRAFTKINGS INC NEW | Buy | 2,296,623 | 0.41 |
| ≡ | BURL – BURLINGTON STORES INC | Add 102.00% | 406,183 | 0.41 |
| ≡ | LI – LI AUTO INC | Buy | 2,218,425 | 0.26 |
| ≡ | LLY – ELI LILLY & CO | Add 14.00% | 30,770 | 0.22 |
| ≡ | PWR – QUANTA SVCS INC | Buy | 194,386 | 0.20 |
| ≡ | FXI – ISHARES TR | Buy | 2,067,034 | 0.20 |
| ≡ | PLTR – PALANTIR TECHNOLOGIES INC | Add 40.00% | 1,368,832 | 0.19 |
| ≡ | DASH – DOORDASH INC | Buy | 305,376 | 0.16 |
| ≡ | SE – SEA LTD | Buy | 678,308 | 0.14 |
| ≡ | MNDY – MONDAY COM LTD | Buy | 142,182 | 0.13 |
| ≡ | GNRC – GENERAC HLDGS INC | Add 102.00% | 241,197 | 0.11 |
| ≡ | ON – ON SEMICONDUCTOR CORP | Add 154.00% | 340,019 | 0.08 |
| ≡ | NEE – NEXTERA ENERGY INC | Add 45.00% | 242,689 | 0.06 |
| ≡ | RNG – RINGCENTRAL INC | Buy | 411,351 | 0.06 |
| ≡ | KWEB – KRANESHARES TRUST | Add 40.00% | 667,594 | 0.05 |
| ≡ | JD – JD.COM INC | Add 2702.00% | 443,920 | 0.05 |
| ≡ | PLUG POWER INC | Buy | 3,439,975 | 0.05 |
| ≡ | PTON – PELOTON INTERACTIVE INC | Buy | 2,500,000 | 0.04 |
| ≡ | ZG – ZILLOW GROUP INC | Add 147.00% | 272,900 | 0.04 |
| ≡ | PDD – PDD HOLDINGS INC | Add 22.00% | 163,958 | −0.04 |
| ≡ | BABA – ALIBABA GROUP HLDG LTD | Add 93.00% | 146,584 | 0.04 |
| ≡ | HASHICORP INC | Add 149.00% | 306,004 | 0.03 |
| ≡ | LCID – LUCID GROUP INC | Buy | 2,953,931 | 0.03 |
| ≡ | BIDU – BAIDU INC | Add 1351.00% | 74,939 | 0.03 |
| ≡ | TME – TENCENT MUSIC ENTMT GROUP | Add 372.00% | 664,592 | 0.03 |
| ≡ | UPST – UPSTART HLDGS INC | Add 27.00% | 186,155 | −0.03 |
| ≡ | CHPT – CHARGEPOINT HOLDINGS INC | Buy | 3,081,752 | 0.02 |
| ≡ | PATH – UIPATH INC | Add 8.00% | 181,389 | −0.02 |
| ≡ | NXPI – NXP SEMICONDUCTORS N V | Add 10.00% | 16,676 | 0.02 |
| ≡ | NIKOLA CORP | Add 329.00% | 4,002,641 | 0.02 |
| ≡ | NVCR – NOVOCURE LTD | Add 75.00% | 260,553 | 0.02 |
| ≡ | QS – QUANTUMSCAPE CORP | Add 36.00% | 1,208,690 | 0.01 |
| ≡ | BYND – BEYOND MEAT INC | Buy | 343,393 | 0.01 |
| ≡ | Z – ZILLOW GROUP INC | Add 19.00% | 112,500 | −0.01 |
| ≡ | HERTZ GLOBAL HLDGS INC | Add 447.00% | 526,493 | 0.01 |
| ≡ | OLAPLEX HLDGS INC | Add 733.00% | 1,113,126 | 0.01 |
| ≡ | PINS – PINTEREST INC | Add 11.00% | 153,176 | −0.01 |
| ≡ | SFIX – STITCH FIX INC | Add 359.00% | 472,161 | 0.00 |
| ≡ | AMC – AMC ENTMT HLDGS INC | Buy | 228,136 | 0.00 |
| ≡ | HTZ – HERTZ GLOBAL HLDGS INC | Buy | 106,823 | 0.00 |
| ≡ | BZ – KANZHUN LIMITED | Add 6.00% | 23,173 | 0.00 |
| ≡ | API – AGORA INC | Add 28.00% | 77,926 | 0.00 |
| 1.35 |
| ≡ | DOCU – DOCUSIGN INC | Buy | 4,849,014 | 1.21 |
| ≡ | NFLX – NETFLIX INC | Add 14.00% | 283,898 | 0.83 |
| ≡ | NOW – SERVICENOW INC | Buy | 238,102 | 0.71 |
| ≡ | BILL – BILL HOLDINGS INC | Buy | 2,000,466 | 0.68 |
| ≡ | F – FORD MTR CO DEL | Buy | 12,235,585 | 0.63 |
| ≡ | VRT – VERTIV HOLDINGS CO | Add 19.00% | 2,249,353 | 0.60 |
| ≡ | 8QR – CONFLUENT INC | Buy | 5,732,133 | 0.56 |
| ≡ | GTM – ZOOMINFO TECHNOLOGIES INC | Buy | 6,523,489 | 0.51 |
| ≡ | ADBE – ADOBE INC | Add 20.00% | 243,218 | 0.50 |
| ≡ | ILMN – ILLUMINA INC | Buy | 856,689 | 0.50 |
| ≡ | CROX – CROCS INC | Add 837.00% | 919,835 | 0.35 |
| ≡ | BURL – BURLINGTON STORES INC | Buy | 399,709 | 0.33 |
| ≡ | GM – GENERAL MTRS CO | Buy | 1,596,001 | 0.24 |
| ≡ | UBS – UBS GROUP AG | Buy | 1,778,323 | 0.23 |
| ≡ | NTES – NETEASE INC | Buy | 563,890 | 0.22 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Buy | 186,048 | 0.21 |
| ≡ | SNPS – SYNOPSYS INC | Buy | 95,058 | 0.21 |
| ≡ | BEKE – KE HLDGS INC | Add 170.00% | 3,155,995 | 0.19 |
| ≡ | PLTR – PALANTIR TECHNOLOGIES INC | Add 286.00% | 2,553,432 | 0.18 |
| ≡ | NU HLDGS LTD | Add 14.00% | 7,886,538 | 0.17 |
| ≡ | INTC – INTEL CORP | Buy | 817,955 | 0.17 |
| ≡ | NEE – NEXTERA ENERGY INC | Buy | 540,850 | 0.14 |
| ≡ | ALLY – ALLY FINL INC | Buy | 473,161 | 0.07 |
| ≡ | IGV – ISHARES TR | Buy | 39,497 | 0.07 |
| ≡ | AFRM – AFFIRM HLDGS INC | Buy | 305,104 | 0.06 |
| ≡ | TAL – TAL EDUCATION GROUP | Buy | 1,061,714 | 0.06 |
| ≡ | TCOM – TRIP COM GROUP LTD | Add 312.00% | 389,557 | 0.06 |
| ≡ | AI – C3 AI INC | Add 25.00% | 568,369 | 0.05 |
| ≡ | SYM – SYMBOTIC INC | Buy | 216,010 | 0.05 |
| ≡ | BE – BLOOM ENERGY CORP | Add 28.00% | 978,053 | 0.04 |
| ≡ | NVAX – NOVAVAX INC | Buy | 1,519,594 | 0.03 |
| ≡ | MPT – MEDICAL PPTYS TRUST INC | Add 18.00% | 1,060,830 | −0.02 |
| ≡ | INVESCO EXCH TRADED FD TR II | Buy | 47,291 | 0.01 |
| ≡ | NXPI – NXP SEMICONDUCTORS N V | Add 11.00% | 17,032 | 0.01 |
| ≡ | FUTU – FUTU HLDGS LTD | Buy | 30,161 | 0.01 |
| ≡ | TME – TENCENT MUSIC ENTMT GROUP | Buy | 178,670 | 0.01 |
| ≡ | GME – GAMESTOP CORP NEW | Buy | 75,000 | 0.01 |
| ≡ | BEYOND MEAT INC | Buy | 147,247 | 0.01 |
| ≡ | BIDU – BAIDU INC | Buy | 5,545 | 0.00 |
| ≡ | SHOP – SHOPIFY INC | Buy | 5,616,241 | 1.55 |
| ≡ | CART – MAPLEBEAR INC | Buy | 10,277,443 | 1.55 |
| ≡ | META – META PLATFORMS INC | Add 9.00% | 496,278 | 1.42 |
| ≡ | GOOG – ALPHABET INC | Buy | 1,294,258 | 0.87 |
| ≡ | ADBE – ADOBE INC | Add 23.00% | 234,439 | 0.80 |
| ≡ | LLY – ELI LILLY & CO | Add 101.00% | 175,734 | 0.55 |
| ≡ | EQIX – EQUINIX INC | Add 28.00% | 138,841 | 0.44 |
| ≡ | FCNCA – FIRST CTZNS BANCSHARES INC N | Add 6.00% | 19,269 | 0.36 |
| ≡ | SEDG – SOLAREDGE TECHNOLOGIES INC | Add 431.00% | 549,091 | 0.28 |
| ≡ | KWEB – KRANESHARES TR | Buy | 1,659,177 | 0.23 |
| ≡ | PDD – PDD HOLDINGS INC | Add 8.00% | 64,687 | 0.16 |
| ≡ | MPT – MEDICAL PPTYS TRUST INC | Buy | 5,745,671 | 0.16 |
| ≡ | NVO – NOVO-NORDISK A S | Add 263.00% | 355,402 | 0.12 |
| ≡ | BABA – ALIBABA GROUP HLDG LTD | Add 171.00% | 227,851 | 0.10 |
| ≡ | BEKE – KE HLDGS INC | Add 190.00% | 1,219,093 | 0.10 |
| ≡ | EDU – NEW ORIENTAL ED & TECHNOLOGY | Buy | 288,126 | 0.09 |
| ≡ | QS – QUANTUMSCAPE CORP | Add 95.00% | 2,920,922 | 0.08 |
| ≡ | PLTR – PALANTIR TECHNOLOGIES INC | Buy | 893,931 | 0.07 |
| ≡ | NXPI – NXP SEMICONDUCTORS N V | Add 74.00% | 65,769 | 0.07 |
| ≡ | PSA – PUBLIC STORAGE | Buy | 22,606 | 0.03 |
| ≡ | AI – C3 AI INC | Add 54.00% | 789,430 | 0.03 |
| ≡ | HTHT – H WORLD GROUP LTD | Add 50.00% | 102,858 | 0.02 |
| ≡ | CROX – CROCS INC | Add 89.00% | 51,881 | 0.02 |
| ≡ | AMC – AMC ENTMT HLDGS INC | Buy | 228,136 | 0.01 |
| ≡ | TCOM – TRIP COM GROUP LTD | Add 26.00% | 25,697 | 0.01 |
| 2.25 |
| ≡ | EQIX – EQUINIX INC | Buy | 490,646 | 1.88 |
| ≡ | ETN – EATON CORP PLC | Buy | 1,778,533 | 1.75 |
| ≡ | FCNCA – FIRST CTZNS BANCSHARES INC N | Add 149.00% | 192,223 | 1.18 |
| ≡ | ULTA – ULTA BEAUTY INC | Buy | 459,983 | 1.06 |
| ≡ | DHR – DANAHER CORPORATION | Buy | 654,515 | 0.77 |
| ≡ | ALB – ALBEMARLE CORP | Buy | 691,853 | 0.76 |
| ≡ | VRT – VERTIV HOLDINGS CO | Buy | 4,588,462 | 0.56 |
| ≡ | LLY – LILLY ELI & CO | Buy | 173,916 | 0.40 |
| ≡ | BE – BLOOM ENERGY CORP | Buy | 4,097,271 | 0.33 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Add 15.00% | 857,828 | −0.31 |
| ≡ | PARAMOUNT GLOBAL | Add 364.00% | 3,839,849 | 0.22 |
| ≡ | PLUG POWER INC | Add 940.00% | 4,463,374 | 0.21 |
| ≡ | GOOGL – ALPHABET INC | Add 11.00% | 545,070 | −0.20 |
| ≡ | NU HLDGS LTD | Buy | 5,076,055 | 0.20 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Add 15.00% | 887,614 | 0.19 |
| ≡ | NVCR – NOVOCURE LTD | Buy | 885,675 | 0.18 |
| ≡ | GAP – GAP INC | Buy | 4,097,135 | 0.18 |
| ≡ | SEDG – SOLAREDGE TECHNOLOGIES INC | Buy | 127,384 | 0.17 |
| ≡ | CHPT – CHARGEPOINT HOLDINGS INC | Add 629.00% | 4,108,180 | 0.16 |
| ≡ | LCID – LUCID GROUP INC | Add 378.00% | 5,194,936 | 0.15 |
| ≡ | ROKU – ROKU INC | Buy | 428,806 | 0.13 |
| ≡ | CEG – CONSTELLATION ENERGY CORP | Buy | 261,358 | 0.12 |
| ≡ | RCI – ROGERS COMMUNICATIONS INC | Buy | 481,319 | 0.11 |
| ≡ | NVO – NOVO-NORDISK A S | Buy | 135,314 | 0.11 |
| ≡ | UNH – UNITEDHEALTH GROUP INC | Add 25.00% | 127,130 | −0.10 |
| ≡ | INTU – INTUIT | Add 25.00% | 113,056 | −0.07 |
| ≡ | PATH – UIPATH INC | Add 20.00% | 572,541 | −0.06 |
| ≡ | QS – QUANTUMSCAPE CORP | Add 117.00% | 1,656,208 | 0.04 |
| ≡ | OLAPLEX HLDGS INC | Buy | 2,123,510 | 0.04 |
| ≡ | ZTO – ZTO EXPRESS CAYMAN INC | Buy | 262,184 | 0.03 |
| ≡ | CROX – CROCS INC | Buy | 58,049 | 0.03 |
| ≡ | BIDU – BAIDU INC | Buy | 40,105 | 0.03 |
| ≡ | BTDR – BITDEER TECHNOLOGIES GROUP | Buy | 446,579 | 0.02 |
| ≡ | NIKOLA CORP | Add 246.00% | 3,738,326 | 0.02 |
| ≡ | FISKER INC | Add 28.00% | 526,309 | −0.01 |
| ≡ | GDS – GDS HLDGS LTD | Buy | 140,044 | 0.01 |
| ≡ | RIVN – RIVIAN AUTOMOTIVE INC | Add 23.00% | 615,829 | −0.01 |
| ≡ | TCOM – TRIP COM GROUP LTD | Add 144.00% | 58,449 | 0.01 |
| ≡ | ZG – ZILLOW GROUP INC | Add 24.00% | 94,382 | 0.00 |