Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TESLA INC(TSLA) | 57,180 | 272,613 | +215,433 | 14,819 | 86,598 | 40.85% | +71,779 |
| NVIDIA CORP(NVDA) | 358,055 | 537,742 | +179,687 | 38,806 | 84,958 | 40.07% | +46,152 |
| VISTRA CORP(VST) | 208,747 | 208,747 | 0 | 24,515 | 40,457 | 19.08% | +15,942 |
| MICROSOFT CORP(MSFT) | 78,720 | 0 | -78,720 | 29,551 | 0 | — | -29,551 |
| ASML HOLDING N V N Y REGISTRY SHS | 68,435 | 0 | -68,435 | 45,347 | 0 | — | -45,347 |