| NVDA | 14.36% | 239.24 | +0.14% | 384,508 | |
| GOOGL | 13.24% | 347.68 | +0.35% | 221,171 | |
| MRVL | 10.61% | 287.01 | +5.81% | 264,468 | |
| PLTR | 5.64% | 192.07 | +1.41% | 185,296 | |
| MSFT | 5.34% | 529.30 | +0.78% | 62,439 | |
| ANET | 5.09% | 215.36 | +4.09% | 147,621 | |
| META | 4.94% | 738.88 | -0.41% | 42,059 | |
| 485690 | 4.50% | 23,445 | +1.49% | 1,635,000 | |
| AMZN | 4.36% | 256.29 | +1.95% | 101,460 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.12% | - | - | 56,550 |