| NVDA | NVIDIA CORP USD 0.001 | -- | -- | 2.06M | 14.62% | $463.68M |
| MSFT | MICROSOFT COM USD0.00000625 | -- | -- | 497.35K | 8.10% | $256.72M |
| GOOG | ALPHABET INC CLASS C | -- | -- | 569.04K | 6.12% | $194.09M |
| TSM | TAIWAN SEMICONDUCTOR M TWD 10.0 ADR | -- | -- | 417.80K | 5.94% | $188.26M |
| AAPL | APPLE INC USD 0.00001 | -- | -- | 484.44K | 5.21% | $165.23M |
| -- | DREYFUS TRSY OBLIG CASH MGMT CL INS | -- | -- | -- | 5.18% | $164.13M |
| AVGO | BROADCOM INC NPV | -- | -- | 418.54K | 4.66% | $147.67M |
| NBIS | NEBIUS GROUP N.V. | -- | -- | 621.99K | 4.66% | $147.62M |
| AMZN | AMAZON COM INC USD 0.01 | -- | -- | 527.67K | 4.16% | $131.74M |
| WDC | WESTERN DIGITAL CORP USD 0.01 | -- | -- | 286.94K | 4.13% | $131.07M |
| META | META PLATFORMS INC USD 0.000006 | -- | -- | 166.12K | 3.94% | $124.87M |
| MU | MICRON TECHNOLOGY INC USD 0.1 | -- | -- | 100.43K | 3.43% | $108.70M |
| TSLA | TESLA INC USD 0.001 | -- | -- | 236.56K | 2.78% | $88.03M |
| TLN | TALEN ENERGY CORP NEW USD 0.001 | -- | -- | 268.27K | 2.58% | $81.67M |
| GEV | GE VERNOVA INC USD 0.01 | -- | -- | 84.42K | 2.55% | $80.84M |
| SE | SEA LTD USD 0.0005 ADR | -- | -- | 739.24K | 2.32% | $73.59M |
| NTRA | NATERA INC USD 0.0001 | -- | -- | 173.75K | 2.26% | $71.68M |
| QXO | QXO INC USD 0.00001 | -- | -- | 5.45M | 2.13% | $67.69M |
| AMD | ADVANCED MICRO DEVICES INC USD 0.01 | -- | -- | 106.87K | 2.13% | $67.40M |
| SPCX | SPACE EXPL TECHNOLOGIES C USD 0.001 | -- | -- | 410.65K | 1.93% | $61.06M |
| HEI-A | HEICO CORP NEW USD 0.01 | -- | -- | 248.41K | 1.82% | $57.64M |
| LLY | LILLY ELI + CO NPV | -- | -- | 43.98K | 1.64% | $52.05M |
| -- | ANTHROPIC PBC | -- | -- | 65.62K | 1.54% | $48.97M |
| ALAB | ASTERA LABS INC USD 0.0001 | -- | -- | 125.53K | 1.44% | $45.77M |
| APP | APPLOVIN CORP USD 0.00003 | -- | -- | 143.28K | 1.40% | $44.53M |
| FIGR | FIGURE TECHNOLOGY SOLUTI USD 0.0001 | -- | -- | 1.23M | 1.24% | $39.22M |
| GFL | GFL ENVIRONMENTAL INC NPV | -- | -- | 924.51K | 1.23% | $39.08M |
| -- | FIGURE AI | -- | -- | 76.25K | 0.47% | $14.86M |
| -- | 2026 VDC LP | -- | -- | 108.73K | 0.37% | $11.65M |
| -- | Cash | -- | -- | 1.32M | 0.04% | $1.32M |