| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
AMDAdvanced Micro Devices | 5.65% | â–¼5.09% | 4 | Buy | Oct 30, 2026 | |
VOOVanguard S&P 500 ETF | 15.75% | â–¼0.28% | 7 | Buy | Oct 30, 2026 | |
PANWPalo Alto Networks | 0.94% | â–²9.18% | 2 | Buy | Oct 16, 2026 | |
CRWDCrowdStrike Holdings | 0.43% | â–²2.24% | 2 | Buy | Oct 16, 2026 | |
ANETArista Networks | 2.33% | â–¼8.10% | 7 | Buy | Oct 15, 2026 | |
MRVLMarvell | 1.18% | â–¼14.81% | 2 | Buy | Oct 14, 2026 | |
BEBloom Energy | 2.62% | â–¼18.34% | 4 | Buy | Oct 14, 2026 | |
NBISNebius Group | 0.13% | â–¼33.72% | 1 | Open | Oct 05, 2026 | |
VLOValero Energy | 0.69% | â–²3.37% | 2 | Buy | Sep 14, 2026 | |
DYDycom | 0.2% | â–¼21.62% | 1 | Open | Sep 09, 2026 | |
COHRCoherent Corp | 0.18% | â–¼30.70% | 1 | Open | Sep 09, 2026 | |
VRTVertiv Holdings | 0.4% | â–¼11.54% | 1 | Open | Sep 09, 2026 | |
ABVXAbivax SA Sponsored ADR | — | ▼12.60% | 2 | Close | Jul 29, 2026 | |
MUMicron | 17.52% | â–¼1.16% | 4 | Sell | Jul 29, 2026 | |
SNDKSanDisk Corp | 1.98% | â–¼19.89% | 1 | Open | Jul 24, 2026 | |
ARMARM Holdings PLC ADR | 2.48% | â–¼28.93% | 2 | Buy | Jul 14, 2026 | |
RLAYRelay Therapeutics | 1.58% | â–¼2.03% | 1 | Open | Jul 13, 2026 | |
QQQMInvesco NASDAQ 100 ETF | 5.95% | â–¼2.87% | 1 | Open | Jul 13, 2026 | |
NVDANvidia | 3.52% | â–²0.66% | 1 | Open | Jul 13, 2026 | |
NFLXNetflix | 0.8% | â–¼15.91% | 1 | Open | Jul 13, 2026 |