|
NVIDIA Corporation
(NVDA)
|
8.0 |
$10M |
|
59k |
174.40 |
|
Meta Platforms Cl A
(META)
|
5.9 |
$7.6M |
|
13k |
572.13 |
|
Netflix
(NFLX)
|
5.2 |
$6.7M |
|
69k |
96.15 |
|
Apple
(AAPL)
|
4.7 |
$6.1M |
|
24k |
253.79 |
|
Tesla Motors
(TSLA)
|
4.4 |
$5.7M |
|
15k |
371.75 |
|
Amazon
(AMZN)
|
4.4 |
$5.7M |
|
27k |
208.27 |
|
Applovin Corp Com Cl A
(APP)
|
4.0 |
$5.1M |
|
13k |
398.00 |
|
Broadcom
(AVGO)
|
3.4 |
$4.3M |
|
14k |
309.51 |
|
Palantir Technologies Cl A
(PLTR)
|
3.2 |
$4.1M |
|
28k |
146.28 |
|
Bloom Energy Corp Com Cl A
(BE)
|
3.1 |
$3.9M |
|
29k |
135.49 |
|
Spotify Technology S A SHS
(SPOT)
|
3.0 |
$3.9M |
|
8.0k |
484.91 |
|
Micron Technology
(MU)
|
2.4 |
$3.0M |
|
9.0k |
337.84 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
2.3 |
$3.0M |
|
7.6k |
390.41 |
|
Vertiv Holdings Com Cl A
(VRT)
|
2.2 |
$2.9M |
|
12k |
250.58 |
|
Servicenow
(NOW)
|
2.2 |
$2.8M |
|
27k |
104.55 |
|
Axon Enterprise
(AXON)
|
2.1 |
$2.7M |
|
6.5k |
424.69 |
|
Comfort Systems USA
(FIX)
|
2.0 |
$2.6M |
|
1.9k |
1378.99 |
|
Microsoft Corporation
(MSFT)
|
1.9 |
$2.4M |
|
6.5k |
370.17 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.9 |
$2.4M |
|
8.3k |
287.56 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
1.8 |
$2.4M |
|
8.2k |
286.86 |
|
Lumentum Hldgs
(LITE)
|
1.5 |
$1.9M |
|
2.7k |
702.76 |
|
Strategy Cl A New
(MSTR)
|
1.4 |
$1.8M |
|
15k |
124.80 |
|
Carvana Cl A
(CVNA)
|
1.4 |
$1.7M |
|
5.5k |
314.38 |
|
Lumentum Hldgs Call Call Option (Principal)
|
1.3 |
$1.7M |
|
57.00 |
30382.88 |
|
Vistra Energy
(VST)
|
1.3 |
$1.6M |
|
11k |
150.33 |
|
Robinhood Mkts Com Cl A
(HOOD)
|
1.2 |
$1.5M |
|
22k |
69.30 |
|
Mastercard Incorporated Cl A
(MA)
|
1.0 |
$1.3M |
|
2.7k |
499.66 |
|
Constellation Energy
(CEG)
|
1.0 |
$1.3M |
|
4.6k |
279.25 |
|
Celestica
(CLS)
|
0.9 |
$1.2M |
|
4.3k |
281.68 |
|
Micron Technology Call Call Option (Principal)
|
0.8 |
$1.1M |
|
83.00 |
13073.88 |
|
Argan
(AGX)
|
0.8 |
$1.1M |
|
2.0k |
544.65 |
|
Sterling Construction Company
(STRL)
|
0.8 |
$1.1M |
|
2.6k |
407.27 |
|
Oklo Com Cl A
(OKLO)
|
0.8 |
$991k |
|
20k |
49.59 |
|
Bloom Energy Corp Call Call Option (Principal)
|
0.8 |
$990k |
|
155.00 |
6386.19 |
|
Taiwan Semiconductor Manufac Sponsored Ads
(TSM)
|
0.8 |
$985k |
|
2.9k |
337.95 |
|
Intuitive Surgical Com New
(ISRG)
|
0.7 |
$922k |
|
2.0k |
460.99 |
|
Advanced Micro Devices
(AMD)
|
0.7 |
$889k |
|
4.4k |
203.43 |
|
Booking Holdings
(BKNG)
|
0.7 |
$846k |
|
201.00 |
4210.32 |
|
4068594 Enphase Energy
(ENPH)
|
0.7 |
$844k |
|
22k |
37.81 |
|
Lam Research Corp Com New
(LRCX)
|
0.6 |
$833k |
|
3.9k |
213.66 |
|
Celestica Call Call Option (Principal)
|
0.6 |
$818k |
|
68.00 |
12031.57 |
|
United Rentals
(URI)
|
0.6 |
$801k |
|
1.1k |
728.56 |
|
Solaris Energy Infras Com Cl A
(SEI)
|
0.6 |
$744k |
|
242.00 |
3074.59 |
|
Nebius Group Shs Class A
(NBIS)
|
0.6 |
$733k |
|
7.1k |
103.76 |
|
Western Digital Corp Call Call Option (Principal)
|
0.5 |
$660k |
|
62.00 |
10643.82 |
|
Applied Materials
(AMAT)
|
0.5 |
$639k |
|
1.9k |
341.79 |
|
Shopify Cl A Sub Vtg Shs
(SHOP)
|
0.5 |
$621k |
|
5.2k |
118.62 |
|
Iren Ordinary Shares
(IREN)
|
0.5 |
$616k |
|
18k |
34.28 |
|
Advanced Energy Inds Call Call Option (Principal)
|
0.5 |
$601k |
|
48.00 |
12519.69 |
|
Eli Lilly & Co.
(LLY)
|
0.5 |
$601k |
|
653.00 |
919.77 |
|
Kla Corp Com New
(KLAC)
|
0.5 |
$589k |
|
400.00 |
1472.41 |
|
Lucid Group Com New
(LCID)
|
0.5 |
$583k |
|
61k |
9.53 |
|
Corning Call Call Option (Principal)
|
0.4 |
$548k |
|
102.00 |
5376.16 |
|
Fastly Call Call Option (Principal)
|
0.3 |
$450k |
|
289.00 |
1555.53 |
|
Monolithic Power Systems
(MPWR)
|
0.3 |
$437k |
|
400.00 |
1093.35 |
|
Home Depot
(HD)
|
0.3 |
$428k |
|
1.3k |
328.89 |
|
D-wave Quantum
(QBTS)
|
0.3 |
$380k |
|
26k |
14.43 |
|
Netflix Call Call Option (Principal)
|
0.3 |
$359k |
|
104.00 |
3449.45 |
|
Applovin Corp Call Call Option (Principal)
|
0.3 |
$358k |
|
24.00 |
14899.46 |
|
Hecla Mining Company Call Call Option (Principal)
|
0.3 |
$331k |
|
521.00 |
635.11 |
|
Alphabet Call Call Option (Principal)
|
0.3 |
$325k |
|
48.00 |
6762.12 |
|
Primoris Services
(PRIM)
|
0.2 |
$300k |
|
2.1k |
143.04 |
|
Sterling Infrastructure Call Call Option (Principal)
|
0.2 |
$300k |
|
19.00 |
15788.05 |
|
Medpace Hldgs
(MEDP)
|
0.2 |
$293k |
|
610.00 |
480.19 |
|
Hca Holdings
(HCA)
|
0.2 |
$284k |
|
600.00 |
473.24 |
|
Centrus Energy Corp Cl A
(LEU)
|
0.2 |
$281k |
|
1.6k |
173.59 |
|
Hecla Mining Company
(HL)
|
0.2 |
$279k |
|
15k |
18.63 |
|
Snowflake Com Shs
(SNOW)
|
0.2 |
$273k |
|
1.8k |
150.82 |
|
Fabrinet Call Call Option (Principal)
|
0.2 |
$255k |
|
10.00 |
25488.90 |
|
Astera Labs
(ALAB)
|
0.2 |
$253k |
|
2.3k |
109.60 |
|
Wheaton Precious Metals Corp
(WPM)
|
0.2 |
$249k |
|
1.9k |
131.01 |
|
Coreweave Com Cl A
(CRWV)
|
0.2 |
$243k |
|
3.1k |
77.47 |
|
Astera Labs Call Call Option (Principal)
|
0.2 |
$220k |
|
48.00 |
4584.77 |
|
Coreweave Call Call Option (Principal)
|
0.2 |
$214k |
|
72.00 |
2978.12 |
|
Solaris Energy Infras Call Call Option (Principal)
|
0.2 |
$212k |
|
76.00 |
2784.26 |
|
Axon Enterprise Call Call Option (Principal)
|
0.2 |
$210k |
|
15.00 |
13986.53 |
|
Ulta Salon, Cosmetics & Fragrance
(ULTA)
|
0.2 |
$209k |
|
400.00 |
522.71 |
|
Northrop Grumman Corporation
(NOC)
|
0.2 |
$205k |
|
300.00 |
682.24 |
|
Arista Networks Com Shs
(ANET)
|
0.2 |
$203k |
|
1.7k |
122.78 |
|
Joby Aviation Common Stock
(JOBY)
|
0.1 |
$89k |
|
11k |
8.26 |