| Nvidia Corp.(NVDA) | COM | 67066G104 | $76.1M | 380,500 | 22.0% |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | ADS | 874039100 | $47.3M | 99,000 | 13.7% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $29.4M | 24,500 | 8.5% |
| Amazon(AMZN) | COM | 023135106 | $23.2M | 97,500 | 6.7% |
| Apple, Inc.(AAPL) | COM | 037833100 | $15.5M | 53,500 | 4.5% |
| Goldman Sachs Group, Inc.(GS) | COM | 38141G104 | $15.2M | 15,000 | 4.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $15.0M | 8,850 | 4.3% |
| Federal Agric Mtg Corp(AGM/A) | CLA | 313148108 | $15.0M | 102,000 | 4.3% |
| Coherent Corp.(COHR) | COM | 19247G107 | $14.0M | 35,500 | 4.1% |
| Tesla, Inc.(TSLA) | COM | 88160R101 | $13.7M | 32,500 | 4.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $13.7M | 41,750 | 4.0% |
| Palantir Technologies Inc.(PLTR) | CLA | 69608A108 | $12.5M | 107,500 | 3.6% |
| Park Hotels & Resorts Inc.(PK) | COM | 700517105 | $11.8M | 830,000 | 3.4% |
| Berkshire Hathaway Inc. Class A(BRK/A) | CLA | 084670108 | $10.5M | 14 | 3.0% |
| East West Bancorp, Inc.(EWBC) | COM | 27579R104 | $9.4M | 72,500 | 2.7% |
| KKR & Co. LP(KKR) | CLA | 48251W104 | $9.2M | 100,000 | 2.7% |
| Circle Internet Group, Inc.(CRCL) | COM | 172573107 | $5.2M | 83,000 | 1.5% |
| Solstice Advanced Materials Inc.(SOLS) | COM | 83443Q103 | $3.9M | 44,000 | 1.1% |
| Federal National Mortgage Association(FNMA) | COM | 313586109 | $2.8M | 423,000 | 0.8% |
| Federal Agric Mtg Corp(AGM) | CLC | 313148306 | $2.2M | 11,000 | 0.6% |