| NVDA | 15.05% | 213.05 | +2.19% | 380,092 | |
| GOOGL | 13.72% | 346.96 | -0.32% | 218,624 | |
| MRVL | 11.29% | 240.38 | +4.84% | 261,431 | |
| PLTR | 5.84% | 172.73 | -1.80% | 183,158 | |
| MSFT | 5.44% | 491.71 | +0.90% | 61,721 | |
| ANET | 4.95% | 190.94 | +1.48% | 145,916 | |
| AMZN | 4.85% | 261.06 | -0.39% | 100,290 | |
| 485690 | 4.69% | 21,670 | +0.39% | 1,635,000 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.19% | - | - | 55,898 |
| AVGO | 4.13% | 356.74 | -0.56% | 62,631 |