Ardmore Road Asset Management LP Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NTNX	NUTANIX INC	677,284	$35,009	2.7%	$61.10	0.0%	CL A	67059N108
COHR	COHERENT CORP	140,881	$26,002	2.0%	$149.58	0.0%	COM	19247G107
HUBS	HUBSPOT INC	60,391	$24,235	1.8%	$414.24	0.0%	COM	443573100
AMZN	AMAZON COM INC	104,235	$24,060	1.8%	$228.79	0.0%	COM	023135106
AVGO	BROADCOM INC	67,762	$23,452	1.8%	$357.00	0.0%	COM	11135F101
VZ	VERIZON COMMUNICATIONS INC	547,616	$22,304	1.7%	$40.48	0.0%	COM	92343V104
MRVL	MARVELL TECHNOLOGY INC	260,524	$22,139	1.7%	$87.46	0.0%	COM	573874104
GLW	CORNING INC	252,352	$22,096	1.7%	$85.98	0.0%	COM	219350105
OMC	OMNICOM GROUP INC	236,949	$19,134	1.5%	$75.76	0.0%	COM	681919106
AMKR	AMKOR TECHNOLOGY INC	469,121	$18,521	1.4%	$35.54	0.0%	COM	031652100
WMG	WARNER MUSIC GROUP CORP	521,196	$15,985	1.2%	$30.24	0.0%	COM CL A	934550203
PCOR	PROCORE TECHNOLOGIES INC	217,256	$15,803	1.2%	$73.96	0.0%	COM	74275K108
MNDY	MONDAY COM LTD	100,466	$14,825	1.1%	$168.41	0.0%	SHS	M7S64H106
MCHP	MICROCHIP TECHNOLOGY INC.	208,457	$13,283	1.0%	$61.35	0.0%	COM	595017104
ONTO	ONTO INNOVATION INC	78,101	$12,329	0.9%	$142.02	0.0%	COM	683344105
SATS	ECHOSTAR CORP	110,498	$12,011	0.9%	$81.43	0.0%	CL A	278768106
MU	MICRON TECHNOLOGY INC	41,640	$11,884	0.9%	$229.35	0.0%	COM	595112103
WBD	WARNER BROS DISCOVERY INC	368,587	$10,623	0.8%	$23.37	0.0%	COM SER A	934423104
GRAB	GRAB HOLDINGS LIMITED	2,083,583	$10,397	0.8%	$5.53	0.0%	CLASS A ORD	G4124C109
CWAN	CLEARWATER ANALYTICS HLDGS I	421,242	$10,160	0.8%	$20.03	0.0%	CL A	185123106
SNAP	SNAP INC	1,146,509	$9,252	0.7%	$7.91	0.0%	CL A	83304A106
GTM	ZOOMINFO TECHNOLOGIES INC	827,658	$8,417	0.6%	$10.30	0.0%	COMMON STOCK	98980F104
STX	SEAGATE TECHNOLOGY HLDNGS PL	26,049	$7,174	0.5%	$258.92	0.0%	ORD SHS	G7997R103
CVLT	COMMVAULT SYS INC	29,551	$3,705	0.3%	$140.69	0.0%	COM	204166102
WDC	WESTERN DIGITAL CORP	20,850	$3,592	0.3%	$151.55	0.0%	COM	958102105
FISV	FISERV INC	52,090	$3,499	0.3%	$83.87	0.0%	COM	337738108
BILL	BILL HOLDINGS INC	31,593	$1,723	0.1%	$51.37	0.0%	COM	090043100
DELL	DELL TECHNOLOGIES INC	10,000	$1,259	0.1%	$140.75	0.0%	CL C	24703L202
ARM	ARM HOLDINGS PLC	10,000	$1,093	0.1%	$109.31	—	SPONSORED ADS	042068205
IREN	IREN LIMITED	25,000	$944	0.1%	$51.59	0.0%	ORDINARY SHARES	Q4982L109
VRT	VERTIV HOLDINGS CO	5,000	$810	0.1%	$173.58	0.0%	COM CL A	92537N108
DLR	DIGITAL RLTY TR INC	5,000	$774	0.1%	$163.13	0.0%	COM	253868103

Increased Positions (14)

TMUS T-MOBILE US INC 3.4%

Value ($000) $44,903 (+1775.8%) Shares 221,152 (+2111.5%) Est. Cost $212.63 Unrealized -0.6%

UBER UBER TECHNOLOGIES INC 3.9%

Value ($000) $51,100 (+421.6%) Shares 625,381 (+525.4%) Est. Cost $87.17 Unrealized +3.3%

NFLX NETFLIX INC 1.5%

Value ($000) $19,548 (-60.2%) Shares 208,485 (+408.5%) Est. Cost $110.61 Unrealized -2.5%

TEAM ATLASSIAN CORPORATION 3.3%

Value ($000) $43,146 (+93.0%) Shares 266,101 (+90.1%) Est. Cost $169.55 Unrealized -7.5%

EBAY EBAY INC. 2.1%

Value ($000) $28,149 (+206.4%) Shares 323,181 (+220.0%) Est. Cost $86.87 Unrealized -0.6%

MSFT MICROSOFT CORP 3.4%

Value ($000) $44,863 (+69.8%) Shares 92,765 (+81.9%) Est. Cost $463.91 Unrealized +7.9%

CART MAPLEBEAR INC 2.9%

Value ($000) $37,645 (+85.2%) Shares 836,929 (+51.3%) Est. Cost $44.31 Unrealized -7.6%

SNPS SYNOPSYS INC 2.8%

Value ($000) $36,725 (+48.9%) Shares 78,184 (+56.4%) Est. Cost $521.65 Unrealized -14.8%

FOX FOX CORP 3.6%

Value ($000) $47,375 (+32.3%) Shares 729,627 (+16.7%) Est. Cost $53.43 Unrealized +9.3%

BKNG BOOKING HOLDINGS INC 1.7%

Value ($000) $22,321 (+31.0%) Shares 4,168 (+32.1%) Est. Cost $4602.42 Unrealized +11.6%

DIS DISNEY WALT CO 3.4%

Value ($000) $44,929 (+12.1%) Shares 394,915 (+12.8%) Est. Cost $103.57 Unrealized +5.8%

DKNG DRAFTKINGS INC NEW 2.7%

Value ($000) $35,923 (+6.7%) Shares 1,042,460 (+15.8%) Est. Cost $38.75 Unrealized -15.1%

FTNT FORTINET INC 1.6%

Value ($000) $21,580 (+2.7%) Shares 271,748 (+8.7%) Est. Cost $88.73 Unrealized -6.5%

STUB STUBHUB HLDGS INC 0.0%

Value ($000) $338 (+0.4%) Shares 25,000 (+25.0%) Est. Cost $17.81 Unrealized -11.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TMUS	T-MOBILE US INC	221,152 (+2111.5%)	$44,903 (+1775.8%)	3.4%	$212.63	-0.6%	COM	872590104
UBER	UBER TECHNOLOGIES INC	625,381 (+525.4%)	$51,100 (+421.6%)	3.9%	$87.17	+3.3%	COM	90353T100
NFLX	NETFLIX INC	208,485 (+408.5%)	$19,548 (-60.2%)	1.5%	$110.61	-2.5%	COM	64110L106
TEAM	ATLASSIAN CORPORATION	266,101 (+90.1%)	$43,146 (+93.0%)	3.3%	$169.55	-7.5%	CL A	049468101
EBAY	EBAY INC.	323,181 (+220.0%)	$28,149 (+206.4%)	2.1%	$86.87	-0.6%	COM	278642103
MSFT	MICROSOFT CORP	92,765 (+81.9%)	$44,863 (+69.8%)	3.4%	$463.91	+7.9%	COM	594918104
CART	MAPLEBEAR INC	836,929 (+51.3%)	$37,645 (+85.2%)	2.9%	$44.31	-7.6%	COM	565394103
SNPS	SYNOPSYS INC	78,184 (+56.4%)	$36,725 (+48.9%)	2.8%	$521.65	-14.8%	COM	871607107
FOX	FOX CORP	729,627 (+16.7%)	$47,375 (+32.3%)	3.6%	$53.43	+9.3%	CL B COM	35137L204
BKNG	BOOKING HOLDINGS INC	4,168 (+32.1%)	$22,321 (+31.0%)	1.7%	$4602.42	+11.6%	COM	09857L108
DIS	DISNEY WALT CO	394,915 (+12.8%)	$44,929 (+12.1%)	3.4%	$103.57	+5.8%	COM	254687106
DKNG	DRAFTKINGS INC NEW	1,042,460 (+15.8%)	$35,923 (+6.7%)	2.7%	$38.75	-15.1%	COM CL A	26142V105
FTNT	FORTINET INC	271,748 (+8.7%)	$21,580 (+2.7%)	1.6%	$88.73	-6.5%	COM	34959E109
STUB	STUBHUB HLDGS INC	25,000 (+25.0%)	$338 (+0.4%)	0.0%	$17.81	-11.7%	CL A	86384P109

Exited Positions (29)

BABA ALIBABA GROUP HLDG LTD 3.4%

Value ($000) $44,683 Shares 250,000 Est. Cost $178.73 Unrealized —

TTD THE TRADE DESK INC 2.8%

Value ($000) $36,758 Shares 750,000 Est. Cost $63.45 Unrealized -30.1%

RBLX ROBLOX CORP 2.6%

Value ($000) $34,630 Shares 250,000 Est. Cost $101.42 Unrealized +4.7%

T AT&T INC 2.6%

Value ($000) $33,888 Shares 1,200,000 Est. Cost $26.96 Unrealized -6.2%

META META PLATFORMS INC 2.2%

Value ($000) $29,375 Shares 40,000 Est. Cost $608.91 Unrealized +9.6%

PINS PINTEREST INC 2.2%

Value ($000) $28,953 Shares 900,000 Est. Cost $31.66 Unrealized -9.1%

PDD PDD HOLDINGS INC 2.0%

Value ($000) $26,434 Shares 200,000 Est. Cost $132.17 Unrealized —

JD JD.COM INC 1.3%

Value ($000) $17,490 Shares 500,000 Est. Cost $30.30 Unrealized —

GDS GDS HLDGS LTD 1.2%

Value ($000) $15,519 Shares 401,000 Est. Cost $38.70 Unrealized —

HSAI HESAI GROUP 1.0%

Value ($000) $12,645 Shares 450,000 Est. Cost $28.10 Unrealized —

PRKS UNITED PARKS & RESORTS INC 0.9%

Value ($000) $11,633 Shares 225,000 Est. Cost $50.42 Unrealized -17.6%

EA ELECTRONIC ARTS INC 0.8%

Value ($000) $10,267 Shares 50,900 Est. Cost $165.25 Unrealized +22.1%

CHWY CHEWY INC 0.8%

Value ($000) $10,113 Shares 250,000 Est. Cost $39.84 Unrealized -12.8%

APP APPLOVIN CORP 0.6%

Value ($000) $7,545 Shares 10,500 Est. Cost $324.21 Unrealized +94.4%

DASH DOORDASH INC 0.4%

Value ($000) $5,440 Shares 20,000 Est. Cost $140.46 Unrealized +67.0%

TCOM TRIP COM GROUP LTD 0.2%

Value ($000) $3,008 Shares 40,000 Est. Cost $58.64 Unrealized —

ORCL ORACLE CORP 0.2%

Value ($000) $2,812 Shares 10,000 Est. Cost $254.17 Unrealized -6.3%

CHTR CHARTER COMMUNICATIONS INC N 0.2%

Value ($000) $2,751 Shares 10,000 Est. Cost $302.19 Unrealized -25.6%

ABNB AIRBNB INC 0.2%

Value ($000) $2,428 Shares 20,000 Est. Cost $129.37 Unrealized -3.7%

CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%

Value ($000) $1,456 Shares 10,000 Est. Cost $122.39 Unrealized +25.7%

HIMS HIMS & HERS HEALTH INC 0.1%

Value ($000) $1,134 Shares 20,000 Est. Cost $51.24 Unrealized -16.4%

FIG FIGMA INC 0.1%

Value ($000) $1,037 Shares 20,000 Est. Cost $68.66 Unrealized -34.2%

UPST UPSTART HLDGS INC 0.1%

Value ($000) $1,016 Shares 20,000 Est. Cost $70.35 Unrealized -34.5%

CABO CABLE ONE INC 0.1%

Value ($000) $885 Shares 5,000 Est. Cost $150.25 Unrealized -9.2%

RCI ROGERS COMMUNICATIONS INC 0.1%

Value ($000) $689 Shares 20,000 Est. Cost $34.43 Unrealized +8.9%

SOFI SOFI TECHNOLOGIES INC 0.0%

Value ($000) $528 Shares 20,000 Est. Cost $23.73 Unrealized +17.4%

PSKY PARAMOUNT SKYDANCE CORP 0.0%

Value ($000) $378 Shares 20,000 Est. Cost $14.51 Unrealized +7.3%

TU TELUS CORPORATION 0.0%

Value ($000) $315 Shares 20,000 Est. Cost $16.22 Unrealized -13.2%

FUBO FUBOTV INC 0.0%

Value ($000) $83 Shares 20,000 Est. Cost $3.78 Unrealized -12.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	250,000	$44,683	3.4%	$178.73	—	—	01609W102
TTD	THE TRADE DESK INC	750,000	$36,758	2.8%	$63.45	-30.1%	—	88339J105
RBLX	ROBLOX CORP	250,000	$34,630	2.6%	$101.42	+4.7%	—	771049103
T	AT&T INC	1,200,000	$33,888	2.6%	$26.96	-6.2%	—	00206R102
META	META PLATFORMS INC	40,000	$29,375	2.2%	$608.91	+9.6%	—	30303M102
PINS	PINTEREST INC	900,000	$28,953	2.2%	$31.66	-9.1%	—	72352L106
PDD	PDD HOLDINGS INC	200,000	$26,434	2.0%	$132.17	—	—	722304102
JD	JD.COM INC	500,000	$17,490	1.3%	$30.30	—	—	47215P106
GDS	GDS HLDGS LTD	401,000	$15,519	1.2%	$38.70	—	—	36165L108
HSAI	HESAI GROUP	450,000	$12,645	1.0%	$28.10	—	—	428050108
PRKS	UNITED PARKS & RESORTS INC	225,000	$11,633	0.9%	$50.42	-17.6%	—	81282V100
EA	ELECTRONIC ARTS INC	50,900	$10,267	0.8%	$165.25	+22.1%	—	285512109
CHWY	CHEWY INC	250,000	$10,113	0.8%	$39.84	-12.8%	—	16679L109
APP	APPLOVIN CORP	10,500	$7,545	0.6%	$324.21	+94.4%	—	03831W108
DASH	DOORDASH INC	20,000	$5,440	0.4%	$140.46	+67.0%	—	25809K105
TCOM	TRIP COM GROUP LTD	40,000	$3,008	0.2%	$58.64	—	—	89677Q107
ORCL	ORACLE CORP	10,000	$2,812	0.2%	$254.17	-6.3%	—	68389X105
CHTR	CHARTER COMMUNICATIONS INC N	10,000	$2,751	0.2%	$302.19	-25.6%	—	16119P108
ABNB	AIRBNB INC	20,000	$2,428	0.2%	$129.37	-3.7%	—	009066101
CRDO	CREDO TECHNOLOGY GROUP HOLDI	10,000	$1,456	0.1%	$122.39	+25.7%	—	G25457105
HIMS	HIMS & HERS HEALTH INC	20,000	$1,134	0.1%	$51.24	-16.4%	—	433000106
FIG	FIGMA INC	20,000	$1,037	0.1%	$68.66	-34.2%	—	316841105
UPST	UPSTART HLDGS INC	20,000	$1,016	0.1%	$70.35	-34.5%	—	91680M107
CABO	CABLE ONE INC	5,000	$885	0.1%	$150.25	-9.2%	—	12685J105
RCI	ROGERS COMMUNICATIONS INC	20,000	$689	0.1%	$34.43	+8.9%	—	775109200
SOFI	SOFI TECHNOLOGIES INC	20,000	$528	0.0%	$23.73	+17.4%	—	83406F102
PSKY	PARAMOUNT SKYDANCE CORP	20,000	$378	0.0%	$14.51	+7.3%	—	69932A204
TU	TELUS CORPORATION	20,000	$315	0.0%	$16.22	-13.2%	—	87971M103
FUBO	FUBOTV INC	20,000	$83	0.0%	$3.78	-12.0%	—	35953D104

Decreased Positions (28)

XYZ BLOCK INC 0.8%

Value ($000) $10,190 (-83.4%) Shares 156,546 (-81.6%) Est. Cost $74.72 Unrealized -7.7%

CRWV COREWEAVE INC 0.1%

Value ($000) $716 (-98.5%) Shares 10,000 (-97.1%) Est. Cost $118.31 Unrealized -14.3%

GOOGL ALPHABET INC 2.0%

Value ($000) $26,095 (-64.2%) Shares 83,372 (-72.2%) Est. Cost $163.29 Unrealized +74.9%

AMD ADVANCED MICRO DEVICES INC 2.5%

Value ($000) $33,463 (-54.1%) Shares 156,250 (-65.4%) Est. Cost $109.45 Unrealized +105.2%

NVDA NVIDIA CORPORATION 4.4%

Value ($000) $58,242 (-37.6%) Shares 312,289 (-37.5%) Est. Cost $142.21 Unrealized +30.9%

SE SEA LTD 0.5%

Value ($000) $6,781 (-81.1%) Shares 53,155 (-73.6%) Est. Cost $178.73 Unrealized —

ETSY ETSY INC 0.8%

Value ($000) $10,990 (-69.9%) Shares 198,232 (-64.0%) Est. Cost $54.25 Unrealized +12.5%

FLUT FLUTTER ENTMT PLC 2.5%

Value ($000) $33,637 (-41.1%) Shares 156,422 (-30.5%) Est. Cost $241.96 Unrealized -7.0%

NBIS NEBIUS GROUP N.V. 0.1%

Value ($000) $837 (-96.3%) Shares 10,000 (-95.0%) Est. Cost $69.43 Unrealized +49.3%

CPNG COUPANG INC 0.1%

Value ($000) $944 (-95.5%) Shares 40,000 (-93.8%) Est. Cost $30.23 Unrealized -5.9%

INTU INTUIT 1.1%

Value ($000) $14,649 (-57.1%) Shares 22,115 (-55.8%) Est. Cost $719.44 Unrealized -8.2%

ROKU ROKU INC 0.4%

Value ($000) $5,656 (-76.5%) Shares 52,130 (-78.3%) Est. Cost $73.13 Unrealized +38.8%

IBIT ISHARES BITCOIN TRUST ETF 1.1%

Value ($000) $13,863 (-46.7%) Shares 279,219 (-30.2%) Est. Cost $48.65 Unrealized —

SPOT SPOTIFY TECHNOLOGY S A 2.3%

Value ($000) $30,259 (-27.7%) Shares 52,107 (-13.2%) Est. Cost $699.24 Unrealized -10.6%

TWLO TWILIO INC 1.1%

Value ($000) $14,367 (-42.6%) Shares 101,002 (-59.6%) Est. Cost $112.58 Unrealized +10.0%

AFRM AFFIRM HLDGS INC 0.4%

Value ($000) $4,703 (-67.8%) Shares 63,186 (-68.4%) Est. Cost $49.94 Unrealized +44.1%

PYPL PAYPAL HLDGS INC 0.1%

Value ($000) $876 (-91.3%) Shares 15,000 (-90.0%) Est. Cost $67.98 Unrealized -4.6%

TSM TAIWAN SEMICONDUCTOR MFG LTD 3.6%

Value ($000) $47,509 (-14.9%) Shares 156,335 (-21.8%) Est. Cost $279.29 Unrealized —

PTON PELOTON INTERACTIVE INC 0.2%

Value ($000) $3,209 (-64.3%) Shares 520,942 (-47.9%) Est. Cost $7.77 Unrealized -9.4%

LITE LUMENTUM HLDGS INC 2.6%

Value ($000) $34,540 (+17.9%) Shares 93,708 (-47.9%) Est. Cost $124.70 Unrealized +106.0%

CVNA CARVANA CO 2.2%

Value ($000) $29,002 (-14.6%) Shares 68,721 (-23.6%) Est. Cost $357.61 Unrealized +3.9%

EQIX EQUINIX INC 2.7%

Value ($000) $35,800 (-8.6%) Shares 46,726 (-6.5%) Est. Cost $784.85 Unrealized -0.5%

MDB MONGODB INC 1.0%

Value ($000) $13,112 (-15.5%) Shares 31,242 (-37.5%) Est. Cost $257.06 Unrealized +41.5%

COIN COINBASE GLOBAL INC 0.1%

Value ($000) $1,131 (-66.5%) Shares 5,000 (-50.0%) Est. Cost $339.07 Unrealized -12.1%

CRCL CIRCLE INTERNET GROUP INC 0.1%

Value ($000) $793 (-70.1%) Shares 10,000 (-50.0%) Est. Cost $158.24 Unrealized -34.7%

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value ($000) $1,481 (-47.5%) Shares 5,000 (-50.0%) Est. Cost $259.55 Unrealized +15.1%

ALAB ASTERA LABS INC 0.1%

Value ($000) $832 (-57.5%) Shares 5,000 (-50.0%) Est. Cost $164.44 Unrealized +1.7%

ANET ARISTA NETWORKS INC 0.0%

Value ($000) $655 (-55.0%) Shares 5,000 (-50.0%) Est. Cost $128.77 Unrealized +6.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
XYZ	BLOCK INC	156,546 (-81.6%)	$10,190 (-83.4%)	0.8%	$74.72	-7.7%	CL A	852234103
CRWV	COREWEAVE INC	10,000 (-97.1%)	$716 (-98.5%)	0.1%	$118.31	-14.3%	COM CL A	21873S108
GOOGL	ALPHABET INC	83,372 (-72.2%)	$26,095 (-64.2%)	2.0%	$163.29	+74.9%	CAP STK CL A	02079K305
AMD	ADVANCED MICRO DEVICES INC	156,250 (-65.4%)	$33,463 (-54.1%)	2.5%	$109.45	+105.2%	COM	007903107
NVDA	NVIDIA CORPORATION	312,289 (-37.5%)	$58,242 (-37.6%)	4.4%	$142.21	+30.9%	COM	67066G104
SE	SEA LTD	53,155 (-73.6%)	$6,781 (-81.1%)	0.5%	$178.73	—	SPONSORD ADS	81141R100
ETSY	ETSY INC	198,232 (-64.0%)	$10,990 (-69.9%)	0.8%	$54.25	+12.5%	COM	29786A106
FLUT	FLUTTER ENTMT PLC	156,422 (-30.5%)	$33,637 (-41.1%)	2.5%	$241.96	-7.0%	SHS	G3643J108
NBIS	NEBIUS GROUP N.V.	10,000 (-95.0%)	$837 (-96.3%)	0.1%	$69.43	+49.3%	SHS CLASS A	N97284108
CPNG	COUPANG INC	40,000 (-93.8%)	$944 (-95.5%)	0.1%	$30.23	-5.9%	CL A	22266T109
INTU	INTUIT	22,115 (-55.8%)	$14,649 (-57.1%)	1.1%	$719.44	-8.2%	COM	461202103
ROKU	ROKU INC	52,130 (-78.3%)	$5,656 (-76.5%)	0.4%	$73.13	+38.8%	COM CL A	77543R102
IBIT	ISHARES BITCOIN TRUST ETF	279,219 (-30.2%)	$13,863 (-46.7%)	1.1%	$48.65	—	SHS BEN INT	46438F101
SPOT	SPOTIFY TECHNOLOGY S A	52,107 (-13.2%)	$30,259 (-27.7%)	2.3%	$699.24	-10.6%	SHS	L8681T102
TWLO	TWILIO INC	101,002 (-59.6%)	$14,367 (-42.6%)	1.1%	$112.58	+10.0%	CL A	90138F102
AFRM	AFFIRM HLDGS INC	63,186 (-68.4%)	$4,703 (-67.8%)	0.4%	$49.94	+44.1%	COM CL A	00827B106
PYPL	PAYPAL HLDGS INC	15,000 (-90.0%)	$876 (-91.3%)	0.1%	$67.98	-4.6%	COM	70450Y103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	156,335 (-21.8%)	$47,509 (-14.9%)	3.6%	$279.29	—	SPONSORED ADS	874039100
PTON	PELOTON INTERACTIVE INC	520,942 (-47.9%)	$3,209 (-64.3%)	0.2%	$7.77	-9.4%	CL A COM	70614W100
LITE	LUMENTUM HLDGS INC	93,708 (-47.9%)	$34,540 (+17.9%)	2.6%	$124.70	+106.0%	COM	55024U109
CVNA	CARVANA CO	68,721 (-23.6%)	$29,002 (-14.6%)	2.2%	$357.61	+3.9%	CL A	146869102
EQIX	EQUINIX INC	46,726 (-6.5%)	$35,800 (-8.6%)	2.7%	$784.85	-0.5%	COM	29444U700
MDB	MONGODB INC	31,242 (-37.5%)	$13,112 (-15.5%)	1.0%	$257.06	+41.5%	CL A	60937P106
COIN	COINBASE GLOBAL INC	5,000 (-50.0%)	$1,131 (-66.5%)	0.1%	$339.07	-12.1%	COM CL A	19260Q107
CRCL	CIRCLE INTERNET GROUP INC	10,000 (-50.0%)	$793 (-70.1%)	0.1%	$158.24	-34.7%	COM CL A	172573107
IBM	INTERNATIONAL BUSINESS MACHS	5,000 (-50.0%)	$1,481 (-47.5%)	0.1%	$259.55	+15.1%	COM	459200101
ALAB	ASTERA LABS INC	5,000 (-50.0%)	$832 (-57.5%)	0.1%	$164.44	+1.7%	COM	04626A103
ANET	ARISTA NETWORKS INC	5,000 (-50.0%)	$655 (-55.0%)	0.0%	$128.77	+6.9%	COM SHS	040413205