| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| $META · META PLATFORMS INC | 10.3% | +92% | +13% | Med | Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies. | NASDAQS&PCitriniSerenityBitget → |
| $ASML · ASML HLDG NV | 6.3% | +39% | +32% | Med | ASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips. | NASDAQSerenityBitget → |
| $ISRG · INTUITIVE SURGICAL INC | 4.1% | +31% | -25% | Low | Develops, manufactures and markets the da Vinci robotic-assisted surgical systems and the Ion endoluminal system, along with related instruments and services. | NASDAQS&PBitget → |
| $AXON · AXON ENTERPRISE INC | 3.0% | +50% | +20% | Low | Axon Enterprise develops public-safety technology, including Taser conducted-energy devices, body-worn cameras, and cloud software for evidence management and dispatch. | NASDAQS&PBitget → |
| Issuer | % book | Since entry | Business | Tags |
|---|
| $TSLA · TESLA INC | 13.7% | +85% ≥Q2 '21 | Tesla designs, manufactures and sells electric vehicles along with energy generation and storage products, and develops related software, charging and autonomous-driving technology. | NASDAQS&PCitriniSerenityBitget → |
| $GOOGL · ALPHABET INC | 11.3% | +21% Q1 '26 | Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses. | NASDAQS&PCitriniSerenityBitget → |
| $META · META PLATFORMS INC | 10.3% | +4173% ≥Q2 '21 | Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies. | NASDAQS&PCitriniSerenityBitget → |
| $AMZN · AMAZON COM INC | 9.8% | +46% ≥Q2 '21 | Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices. | NASDAQS&PSerenityBitget → |
| $ARM · ARM HOLDINGS PLC | 7.7% | +89% Q3 '25 | Arm Holdings designs and licenses energy-efficient processor architectures and intellectual property used in most smartphones and a wide range of other computing devices. | NASDAQSerenityBitget → |
| $NVDA · NVIDIA CORPORATION | 7.1% | +28% Q2 '25 | NVIDIA designs graphics processing units (GPUs), AI accelerators, and computing platforms used for artificial intelligence, data centers, gaming, professional visualization, and automotive systems. | NASDAQS&PCitriniSerenityBitget → |
| $ASML · ASML HLDG NV | 6.3% | +131% Q4 '23 | ASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips. | NASDAQSerenityBitget → |
| $MSFT · MICROSOFT CORP | 5.2% | +52% ≥Q2 '21 | Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings. | NASDAQS&PSerenityBitget → |
| $XYZ · BLOCK INC | 4.8% | -11% ≥Q1 '25 | Square merchant payments and Cash App | S&P |
| $PLTR · PALANTIR TECHNOLOGIES INC | 4.6% | +1360% Q2 '22 | Palantir Technologies builds data-integration and analytics software platforms (Gotham, Foundry, and AIP) used by government agencies and commercial enterprises for decision-making and AI applications. | NASDAQS&PCitriniSerenityBitget → |