| NVDA | 11.35% | 195.62 | +0.41% | 1,489,047 | |
| AVGO | 8.27% | 373.90 | +3.73% | 586,426 | |
| MU | 8.24% | 984.31 | +0.91% | 215,859 | |
| AMAT | 5.49% | 592.79 | -1.70% | 232,854 | |
| KLAC | 5.03% | 233.38 | -0.92% | 545,340 | |
| MRVL | 4.91% | 249.29 | +1.63% | 511,220 | |
| LRCX | 4.53% | 350.20 | -0.34% | 329,369 | |
ASML Holding NV ADR | - | 4.50% | - | - | 64,985 |
| INTC | 4.30% | 122.22 | +1.55% | 913,845 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.26% | - | - | 250,449 |