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: 80,000 shares; 2024Q4: 86,843 shares; 2025Q1: 55,000 shares; 2025Q2: 120,000 shares; 2025Q3: 95,000 shares; 2025Q4: 100,000 shares; 2026Q1: 109,700 shares; 2026Q2: 134,700 shares 134,700 $32.1M 5.22% +25,000 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,000 shares; 2024Q4: 154,800 shares; 2025Q1: 85,000 shares; 2025Q2: 190,000 shares; 2025Q3: 132,500 shares; 2025Q4: 100,000 shares; 2026Q1: 145,000 shares; 2026Q2: 150,000 shares 150,000 $30M 4.88% +5,000 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 42,500 shares; 2025Q3: 50,000 shares; 2025Q4: 55,000 shares; 2026Q1: 31,400 shares; 2026Q2: 66,400 shares 66,400 $24.8M 4.03% +35,000 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 40,000 shares; 2025Q1: 35,000 shares; 2025Q2: 50,000 shares; 2025Q3: 35,000 shares; 2025Q4: 50,000 shares; 2026Q1: 40,000 shares; 2026Q2: 50,000 shares 50,000 $23.9M 3.88% +10,000 Timeline INTC INTEL CORP More: the full row for INTEL 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: 150,000 shares; 2025Q4: 200,000 shares; 2026Q1: 300,000 shares; 2026Q2: 150,000 shares 150,000 $20.9M 3.4% -150,000 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares; 2026Q2: 80,000 shares 80,000 $20M 3.25% +50,000 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 30,000 shares; 2025Q3: not reported; 2025Q4: 90,000 shares; 2026Q1: 40,000 shares; 2026Q2: 50,000 shares 50,000 $19M 3.09% +10,000 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,000 shares; 2024Q4: 100,000 shares; 2025Q1: 140,000 shares; 2025Q2: 111,700 shares; 2025Q3: 100,000 shares; 2025Q4: 65,000 shares; 2026Q1: 257,469 shares; 2026Q2: 100,000 shares 100,000 $16.2M 2.63% -157,469 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 50,000 shares; 2025Q4: 30,000 shares; 2026Q1: 25,000 shares; 2026Q2: 20,000 shares 20,000 $14.5M 2.35% -5,000 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 50,000 shares; 2025Q2: 500,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,305 shares; 2026Q2: 530,000 shares 530,000 $13.6M 2.2% +331,695 Timeline HPQ HP INC More: the full row for HP 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: 600,000 shares 600,000 $13.2M 2.14% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 30,000 shares; 2025Q4: 50,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $13M 2.11% 0 Timeline MMM 3M CO More: the full row for 3M CO 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: 80,000 shares 80,000 $13M 2.11% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $12.7M 2.06% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 20,000 shares; 2025Q1: 12,500 shares; 2025Q2: 20,000 shares; 2025Q3: 15,000 shares; 2025Q4: 40,000 shares; 2026Q1: 10,500 shares; 2026Q2: 20,500 shares 20,500 $11.5M 1.88% +10,000 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,000 shares; 2024Q4: 110,000 shares; 2025Q1: 100,000 shares; 2025Q2: 250,000 shares; 2025Q3: 100,000 shares; 2025Q4: 300,000 shares; 2026Q1: 150,000 shares; 2026Q2: 100,000 shares 100,000 $11.5M 1.88% -50,000 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares; 2026Q2: 150,000 shares 150,000 $11.4M 1.85% +100,000 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 8,000 shares; 2026Q2: 5,000 shares 5,000 $11.4M 1.85% -3,000 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516,432 shares 516,432 $10.4M 1.68% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $9.65M 1.57% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 325,000 shares; 2025Q2: 625,000 shares; 2025Q3: 700,000 shares; 2025Q4: 700,000 shares; 2026Q1: 575,000 shares; 2026Q2: 575,000 shares 575,000 $9.06M 1.47% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $8.94M 1.45% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 30,000 shares 30,000 $8.77M 1.43% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,000 shares; 2024Q4: 350,000 shares; 2025Q1: 150,000 shares; 2025Q2: 469,100 shares; 2025Q3: 150,000 shares; 2025Q4: 320,000 shares; 2026Q1: 350,000 shares; 2026Q2: 350,000 shares 350,000 $8.64M 1.41% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 20,000 shares; 2026Q1: 22,444 shares; 2026Q2: 80,000 shares 80,000 $8.6M 1.4% +57,556 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400,000 shares; 2025Q3: 140,000 shares; 2025Q4: 90,000 shares; 2026Q1: 100,000 shares; 2026Q2: 182,500 shares 182,500 $8.35M 1.36% +82,500 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 13,000 shares; 2025Q4: 6,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $7.96M 1.29% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 15,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 40,000 shares; 2025Q4: 10,000 shares; 2026Q1: 30,000 shares; 2026Q2: 20,000 shares 20,000 $7.55M 1.23% -10,000 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 50,000 shares; 2025Q3: 65,000 shares; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 13,000 shares 13,000 $7.55M 1.23% -27,000 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: 8,010 shares; 2025Q4: 5,000 shares; 2026Q1: 6,000 shares; 2026Q2: 25,000 shares 25,000 $7.54M 1.23% +19,000 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350,000 shares; 2026Q1: 500,000 shares; 2026Q2: 500,000 shares 500,000 $7.28M 1.18% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 100,000 shares 100,000 $7.24M 1.18% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 20,500 shares 20,500 $6.99M 1.14% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 400,000 shares; 2025Q4: 200,000 shares; 2026Q1: 650,000 shares; 2026Q2: 1,500,000 shares 1,500,000 $6.93M 1.13% +850,000 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 17,000 shares; 2025Q1: 10,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,500 shares; 2025Q4: 70,000 shares; 2026Q1: 122,500 shares; 2026Q2: 95,500 shares 95,500 $6.82M 1.11% -27,000 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 40,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $6.39M 1.04% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 10,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,000 shares 125,000 $6.37M 1.04% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,000 shares; 2024Q4: 175,000 shares; 2025Q1: 150,000 shares; 2025Q2: 200,000 shares; 2025Q3: 320,000 shares; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares; 2026Q2: 255,000 shares 255,000 $6.25M 1.02% -45,000 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,000 shares; 2024Q4: 175,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,000 shares; 2026Q1: 100,000 shares; 2026Q2: 165,800 shares 165,800 $6.18M 1.01% +65,800 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 350,000 shares; 2025Q1: not reported; 2025Q2: 380,000 shares; 2025Q3: 300,000 shares; 2025Q4: 600,000 shares; 2026Q1: 600,000 shares; 2026Q2: 225,000 shares 225,000 $6.16M 1% -375,000 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $6.11M 0.99% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS 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: not reported; 2026Q2: 80,000 shares 80,000 $5.99M 0.97% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: 60,000 shares; 2025Q2: 20,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $5.77M 0.94% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 200,000 shares; 2025Q2: 150,000 shares; 2025Q3: 125,000 shares; 2025Q4: 50,000 shares; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000 $5.72M 0.93% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 200,000 shares 200,000 $5.71M 0.93% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180,000 shares; 2025Q3: 200,000 shares; 2025Q4: 50,000 shares; 2026Q1: 20,000 shares; 2026Q2: 100,000 shares 100,000 $5.33M 0.87% +80,000 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,500 shares; 2025Q3: 15,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 5,000 shares 5,000 $5.32M 0.87% -5,000 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL 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: 100,000 shares; 2026Q2: 40,000 shares 40,000 $5.31M 0.86% -60,000 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 9,500 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 20,000 shares; 2026Q1: 10,000 shares; 2026Q2: 15,000 shares 15,000 $5.04M 0.82% +5,000 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000 $5.01M 0.81% 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: 30,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000 $4.98M 0.81% new Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 60,000 shares 60,000 $4.94M 0.8% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,000 shares; 2024Q4: 250,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $4.51M 0.73% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO 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: 13,000 shares 13,000 $4.33M 0.7% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 100,000 shares; 2026Q1: 105,000 shares; 2026Q2: 75,000 shares 75,000 $4.16M 0.68% -30,000 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 50,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,000 shares 35,000 $4M 0.65% new Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 100,000 shares; 2026Q1: 700,000 shares; 2026Q2: 300,000 shares 300,000 $3.98M 0.65% -400,000 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $3.78M 0.61% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 17,500 shares; 2025Q1: 5,000 shares; 2025Q2: 10,000 shares; 2025Q3: 13,000 shares; 2025Q4: 9,000 shares; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $3.65M 0.59% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 5,000 shares; 2026Q2: 10,000 shares 10,000 $3.65M 0.59% +5,000 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 40,000 shares; 2025Q1: 10,000 shares; 2025Q2: 42,500 shares; 2025Q3: 45,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,000 shares 14,000 $3.65M 0.59% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 10,000 shares; 2026Q1: 7,000 shares; 2026Q2: 12,000 shares 12,000 $3.63M 0.59% +5,000 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 600,000 shares 600,000 $3.44M 0.56% new Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION 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: 650,000 shares; 2025Q4: 800,000 shares; 2026Q1: 1,925,000 shares; 2026Q2: 1,500,000 shares 1,500,000 $3.44M 0.56% -425,000 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY 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: 300,000 shares 300,000 $2.84M 0.46% new 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: 200,000 shares; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: 45,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $2.76M 0.45% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $2.63M 0.43% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,000 shares; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 50,000 shares; 2025Q4: 30,000 shares; 2026Q1: 15,000 shares; 2026Q2: 10,000 shares 10,000 $2.55M 0.42% -5,000 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 100,000 shares 100,000 $2.49M 0.4% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 10,000 shares 10,000 $2.45M 0.4% +5,000 Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY 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: 50,000 shares 50,000 $1.8M 0.29% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,000 shares; 2024Q4: 40,000 shares; 2025Q1: 25,000 shares; 2025Q2: 70,000 shares; 2025Q3: 35,000 shares; 2025Q4: 49,500 shares; 2026Q1: 20,000 shares; 2026Q2: 10,000 shares 10,000 $1.57M 0.25% -10,000 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 10,000 shares; 2025Q1: 5,000 shares; 2025Q2: 8,000 shares; 2025Q3: 6,000 shares; 2025Q4: 25,000 shares; 2026Q1: 15,000 shares; 2026Q2: 10,000 shares 10,000 $993K 0.16% -5,000 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 50,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $778K 0.13% new Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT 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: 325,000 shares; 2025Q4: 150,000 shares; 2026Q1: 108,167 shares; 2026Q2: 150,000 shares 150,000 $546K 0.09% +41,833 Timeline OPENW OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 50,000 shares; 2026Q1: 450,000 shares; 2026Q2: 450,000 shares 450,000 $223K 0.04% 0 Timeline