New positions this quarter: - AeroVironment

$AVAV

: 161,675 shares, $29.6M - Akamai

$AKAM

: 682,837 shares, $78.4M - BitGo

$BTGO

: 29,106 shares, $0.2M - Credo Technology

$CRDO

: 1,091,233 shares, $102.4M - EquipmentShare $EQSH: 213,431 shares, $4.3M - GlobalFoundries

$GFS

: 474,593 shares, $21.1M - HubSpot

$HUBS

: 232,115 shares, $56.7M - Nebius Group

$NBIS

: 63,068 shares, $6.5M - Nokia

$NOK

: 2,481,947 shares, $20.0M - Palo Alto Networks

$PANW

: 561,797 shares, $90.1M - Synopsys

$SNPS

: 136,925 shares, $54.3M - Veeco Instruments

$VECO

: 233,923 shares, $7.9M - Visa

$V

: 71,641 shares, $21.7M - Vistra

$VST

: 523,788 shares, $78.7M - Zoom Communications

$ZM

: 1,315,605 shares, $105.8M Fully exited: - American Superconductor

$AMSC

: was 1,044,193 shares, $30.1M - Atlassian

$TEAM

: was 398,230 shares, $64.6M - AutoZone

$AZO

: was 11,620 shares, $39.4M - Generac Holdings

$GNRC

: was 182,765 shares, $24.9M - GitLab

$GTLB

: was 4,177,083 shares combined, $156.8M - MercadoLibre

$MELI

: was 4,501 shares, $9.1M - Microsoft

$MSFT

: was 181,468 shares, $87.8M - Nu Holdings

$NU

: was 3,272,998 shares, $54.8M - Performance Food Group

$PFGC

: was 125,901 shares, $11.3M - Philip Morris Intl

$PM

: was 405,759 shares, $65.1M - Pure Storage $PSTG: was 5,677,675 shares combined, $380.5M - Sea

$SE

: was 275,439 shares, $35.1M - ServiceTitan

$TTAN

: was 792,433 shares, $84.4M Biggest trims: - NVIDIA

$NVDA

: 5,425,231 to 1,248,592 shares, cut roughly 77% - Micron

$MU

: 1,438,916 to 760,426 shares, cut roughly 47% - Invesco QQQ

$QQQ

: 3,500,000 to 1,400,000 shares, cut 60% - Coherent

$COHR

: 2,135,246 to 631,159 shares, cut roughly 70% - Ciena

$CIEN

: 1,428,230 to 676,807 shares, cut roughly 53% - Wix

$WIX

: 1,247,457 to 650,414 shares, cut roughly 48% - Snowflake

$SNOW

: 478,754 to 144,818 shares, cut roughly 70% - Compass

$COMP

: 8,723,434 to 5,561,998 shares, cut roughly 36% - ACV Auctions

$ACVA

: 12,411,800 to 9,734,467 shares, cut roughly 22% Biggest adds: - Unity Software

$U

: 10,325,439 to 13,885,322 shares, up roughly 34% - Roblox

$RBLX

: 389,571 to 2,383,703 shares, up over 500% - Rocket Companies

$RKT

: 3,602,563 to 6,114,947 shares, up roughly 70% - Astera Labs

$ALAB

: 1,611,194 to 3,365,787 shares, up roughly 109% - Wayfair

$W

: 870,864 to 1,430,997 shares, up roughly 64% - Warby Parker

$WRBY

: 393,085 to 686,995 shares, up roughly 75% - Amazon

$AMZN

: 687,799 to 953,560 shares, up roughly 39%

https://x.com/StockMKTNewz/status/2088260650980061304