| NVDA | 13.45% | 208.48 | -2.91% | 1,876,977 | |
| AVGO | 9.09% | 358.76 | -2.63% | 739,186 | |
| MU | 8.78% | 910.43 | -5.83% | 272,139 | |
| MRVL | 5.10% | 229.29 | -3.27% | 644,550 | |
ASML Holding NV ADR | - | 4.83% | - | - | 82,070 |
| AMAT | 4.82% | 484.19 | -1.65% | 293,489 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.42% | - | - | 315,774 |
| LRCX | 4.35% | 310.17 | -1.22% | 415,129 | |
| KLAC | 4.22% | 181.57 | -1.32% | 687,380 | |
| AMD | 4.04% | 456.75 | -3.49% | 255,989 |