Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VISTRA CORP(VST) | 0 | 753,250 | +753,250 | 0 | 145,987 | 58.25% | +145,987 |
| WYNN RESORTS LTD(WYNN) | 0 | 1,117,000 | +1,117,000 | 0 | 104,629 | 41.75% | +104,629 |
| NVIDIA CORPORATION(NVDA) | 698,955 | 0 | -698,955 | 75,753 | 0 | — | -75,753 |
| AMAZON COM INC(AMZN) | 1,132,300 | 0 | -1,132,300 | 215,431 | 0 | — | -215,431 |