| MSFT | 9.92% | 390.57 | +2.32% | 52,011 | |
| GOOGL | 7.45% | 328.82 | +2.84% | 46,256 | |
| AVGO | 6.94% | 381.71 | -0.06% | 36,657 | |
| CRDO | 4.77% | 201.00 | -5.70% | 47,658 | |
| META | 4.76% | 599.64 | +0.75% | 17,770 | |
| MA | 3.30% | 552.42 | +2.37% | 15,792 | |
| RPRX | 2.89% | 58.96 | +0.22% | 122,368 | |
Thornburg Capital Management | - | 2.87% | - | - | 677,903 |
| SITM | 2.81% | 516.46 | -6.85% | 9,339 | |
| AGX | 2.76% | 527.97 | -7.20% | 9,783 |