| NVDA | 12.87% | 197.50 | +1.26% | 1,559,685 | |
| AVGO | 9.36% | 387.04 | -0.21% | 614,242 | |
| MU | 8.31% | 843.32 | -3.58% | 226,107 | |
| AMAT | 5.22% | 512.82 | +2.20% | 243,895 | |
| KLAC | 4.80% | 185.15 | +2.67% | 571,204 | |
ASML Holding NV ADR | - | 4.77% | - | - | 68,096 |
| AMD | 4.43% | 491.90 | +1.34% | 212,697 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.22% | - | - | 262,344 |
| LRCX | 4.20% | 300.74 | +1.01% | 344,985 | |
| MRVL | 4.15% | 192.04 | +4.77% | 535,498 |