| NVDA | 13.45% | 212.42 | +1.89% | 1,876,977 | |
| AVGO | 9.09% | 359.05 | +0.08% | 739,186 | |
| MU | 8.78% | 925.71 | +1.68% | 272,139 | |
| MRVL | 5.10% | 242.82 | +5.90% | 644,550 | |
ASML Holding NV ADR | - | 4.83% | - | - | 82,070 |
| AMAT | 4.82% | 482.98 | -0.25% | 293,489 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.42% | - | - | 315,774 |
| LRCX | 4.35% | 309.81 | -0.12% | 415,129 | |
| KLAC | 4.22% | 181.64 | +0.04% | 687,380 | |
| AMD | 4.04% | 473.32 | +3.63% | 255,989 |