NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,213 shares; 2025Q3: 151,713 shares; 2025Q4: 150,186 shares; 2026Q1: 201,591 shares; 2026Q2: 268,586 shares 268,586 $53.7M 19.72% +66,995 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707,013 shares; 2024Q4: 632,013 shares; 2025Q1: 632,013 shares; 2025Q2: 744,513 shares; 2025Q3: 1,370,511 shares; 2025Q4: 1,370,511 shares; 2026Q1: 1,370,511 shares; 2026Q2: 1,370,511 shares 1,370,511 $26.2M 9.62% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,331 shares; 2026Q1: 91,355 shares; 2026Q2: 177,370 shares 177,370 $26M 9.54% +86,015 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,190 shares; 2024Q4: 70,730 shares; 2025Q1: 155,842 shares; 2025Q2: 301,497 shares; 2025Q3: 301,497 shares; 2025Q4: 203,511 shares; 2026Q1: 170,560 shares; 2026Q2: 170,560 shares 170,560 $23.9M 8.76% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,265 shares; 2024Q4: 93,511 shares; 2025Q1: 92,714 shares; 2025Q2: 41,259 shares; 2025Q3: 51,297 shares; 2025Q4: 75,549 shares; 2026Q1: 76,778 shares; 2026Q2: 139,624 shares 139,624 $22.1M 8.13% +62,846 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,514 shares; 2025Q3: 120,270 shares; 2025Q4: 69,899 shares; 2026Q1: 157,646 shares; 2026Q2: 40,046 shares 40,046 $17.3M 6.34% -117,600 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,400 shares; 2026Q1: 63,213 shares; 2026Q2: 63,213 shares 63,213 $15.1M 5.53% 0 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 982,900 shares; 2025Q4: 1,075,500 shares; 2026Q1: 922,950 shares; 2026Q2: 1,438,600 shares 1,438,600 $11.6M 4.24% +515,650 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,765 shares; 2026Q2: 40,315 shares 40,315 $11.1M 4.09% +23,550 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,419 shares; 2024Q4: 130,192 shares; 2025Q1: 101,059 shares; 2025Q2: 22,330 shares; 2025Q3: not reported; 2025Q4: 50,140 shares; 2026Q1: 139,072 shares; 2026Q2: 139,072 shares 139,072 $10M 3.68% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,700 shares; 2026Q2: 80,300 shares 80,300 $9.28M 3.4% +59,600 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,691 shares; 2024Q4: 72,892 shares; 2025Q1: 41,282 shares; 2025Q2: 69,374 shares; 2025Q3: 52,974 shares; 2025Q4: 76,674 shares; 2026Q1: 47,180 shares; 2026Q2: 95,100 shares 95,100 $9.13M 3.35% +47,920 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,575 shares 77,575 $9.05M 3.32% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,255 shares 40,255 $7.1M 2.6% new Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 217,846 shares; 2025Q1: 217,846 shares; 2025Q2: 195,505 shares; 2025Q3: 195,505 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554,300 shares 554,300 $5.94M 2.18% new Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171,775 shares 171,775 $5.16M 1.89% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,900 shares 50,900 $5.07M 1.86% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,876 shares; 2024Q4: 195,876 shares; 2025Q1: 195,876 shares; 2025Q2: 288,376 shares; 2025Q3: 370,076 shares; 2025Q4: 461,576 shares; 2026Q1: 331,584 shares; 2026Q2: 331,584 shares 331,584 $3.11M 1.14% 0 Timeline XZO EXZEO GROUP INC More: the full row for EXZEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,507 shares; 2026Q1: 98,005 shares; 2026Q2: 98,005 shares 98,005 $1.65M 0.61% 0 Timeline