Investor

• Advanced Micro Devices IncAMD

  Added

  Mark $26.1M · flow $836.8M

  1.44M sh

• Sandisk CorpSNDK

  Cut

  Mark $977.4M · flow −$129M

  −203K sh

• Astera Labs, Inc.ALAB

  New

  $757.3M

  1.57M sh

• Ttm Technologies IncTTMI

  Added

  Mark $314.9M · flow $133.9M

  716K sh

• Advanced Energy Inds

  Sold

  −$329.8M

  −1.02M sh

• Mks IncMKSI

  Cut

  Mark $273.3M · flow −$8.12M

  −35.4K sh

• Bloom Energy CorpBE

  Cut

  Mark $268.9M · flow −$6.16M

  −45.5K sh

• Corning Inc

  Cut

  Mark $266.9M · flow −$8.62M

  −63.4K sh

• Coherent Corp.COHR

  Added

  Mark $152.4M · flow $97.4M

  247K sh

• Snowflake Inc.SNOW

  New

  $225.2M

  884.7K sh

• Sitime CorpSITM

  Cut

  Mark $224.4M · flow −$5.61M

  −16.2K sh

• Viavi Solutions Inc.VIAV

  Added

  Mark $50.3M · flow $162.5M

  3.4M sh

• Broadcom Inc.AVGO

  Cut

  Mark $4.08M · flow −$209.7M

  −677.4K sh

• Amazon Com IncAMZN

  Added

  Mark $54.7M · flow $149.7M

  628.3K sh

• Roblox CorpRBLX

  Sold

  −$199.8M

  −3.53M sh

• Tower Semiconductor LtdTSEM

  Sold

  −$187.2M

  −1.07M sh

• Twilio IncTWLO

  New

  $169.6M

  821.8K sh

• Western Digital CorpWDC

  Cut

  Mark $147.5M · flow −$3.06M

  −11.3K sh

• Seagate Technology Hldngs Pl

  New

  $143.3M

  148.5K sh

• Jfrog LtdFROG

  Cut

  Mark $195.9M · flow −$73.3M

  −1.56M sh

• Lam Research CorpLRCX

  Cut

  Mark $163.1M · flow −$46M

  −215.2K sh

• Macom Tech Solutions Hldgs I

  Cut

  Mark $156.5M · flow −$41.4M

  −186.2K sh

• Celestica IncCLS

  Cut

  Mark $122.7M · flow −$11.8M

  −41.8K sh

• Nvidia CorpNVDA

  Cut

  Mark $9.69M · flow −$115.8M

  −663.9K sh

• FabrinetFN

  Added

  Mark $24.8M · flow $75M

  133.5K sh

• Ciena CorpCIEN

  Sold

  −$89.8M

  −231.3K sh

• Alphabet Inc

  Cut

  Mark $167.3M · flow −$79.2M

  −275.5K sh

• Arm Holdings Plc

  Sold

  −$68.4M

  −452.4K sh

• Klaviyo, Inc.KVYO

  Cut

  Mark −$24.1M · flow −$25.2M

  −1.3M sh

• Applovin CorpAPP

  Cut

  Mark $54.1M · flow −$93.1M

  −233.9K sh

• Meta Platforms, Inc.META

  Cut

  Mark −$4.03M · flow −$32.4M

  −56.6K sh

• Intel CorpINTC

  New

  $36.3M

  259.9K sh

• Space Exploration Techn Corp

  New

  $26.1M

  152.5K sh

• Microsoft CorpMSFT

  Sold

  −$19.9M

  −53.9K sh

• Netflix IncNFLX

  Sold

  −$12.7M

  −132K sh

• Cerebras Systems Inc.CBRS

  New

  $11.2M

  50.7K sh

• Carvana Co.CVNA

  Added

  Mark −$218.1M · flow $223.1M

  3.39M sh

• Taiwan Semiconductor Mfg Ltd

  Cut

  Mark $82.4M · flow −$77.6M

  −229.5K sh

• Apple Inc.AAPL

  Added

  Mark $3.44M · flow $912.4K

  3.15K sh