| NVDA | 15.73% | 215.06 | +1.36% | 383,338 | |
| GOOGL | 13.57% | 345.07 | +0.02% | 220,500 | |
| MRVL | 9.89% | 233.00 | +5.10% | 263,663 | |
| PLTR | 6.06% | 170.35 | -1.28% | 184,732 | |
| MSFT | 5.71% | 492.91 | -0.85% | 62,250 | |
| ANET | 5.06% | 196.98 | +2.15% | 147,168 | |
| AMZN | 4.70% | 247.31 | -0.45% | 101,150 | |
| 485690 | 4.65% | 21,270 | +1.02% | 1,635,000 | |
| META | 4.60% | 679.54 | +1.39% | 41,930 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.22% | - | - | 56,378 |