| NVDA | 12.87% | 200.75 | +2.93% | 1,559,685 | |
| AVGO | 9.36% | 389.28 | +0.37% | 614,242 | |
| MU | 8.31% | 823.03 | -5.90% | 226,107 | |
| AMAT | 5.22% | 507.67 | +1.18% | 243,895 | |
| KLAC | 4.80% | 182.82 | +1.38% | 571,204 | |
ASML Holding NV ADR | - | 4.77% | - | - | 68,096 |
| AMD | 4.43% | 476.15 | -1.90% | 212,697 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.22% | - | - | 262,344 |
| LRCX | 4.20% | 293.02 | -1.58% | 344,985 | |
| MRVL | 4.15% | 187.56 | +2.32% | 535,498 |