ASSET | QUARTER | % RETURN |
---|---|---|
Palantir Technologies Inc Class A Common Stock (PLTR) | Q2 2025 | 54.39% |
Astera Labs, Inc Common Stock (ALAB) | Q2 2025 | 52.64% |
Credo Technology (CRDO) | Q2 2025 | 50.33% |
Celestica (CLS) | Q2 2025 | 43.3% |
First Solar (FSLR) | Q2 2025 | 41.51% |
Ubiquiti Networks (UI) | Q2 2025 | 40.29% |
Trade Desk (TTD) | Q2 2025 | 39.92% |
Rubrik (RBRK) | Q2 2025 | 39.85% |
Cloudflare (NET) | Q2 2025 | 37.69% |
Broadcom (AVGO) | Q2 2025 | 37.41% |
Applovin (APP) | Q2 2025 | 37.14% |
MicroStrategy (MSTR) | Q2 2025 | 36.2% |
Super Micro Computer (SMCI) | Q2 2025 | 34.74% |
Ciena (CIEN) | Q2 2025 | 34.26% |
Amphenol (APH) | Q2 2025 | 32.5% |
CACI International (CACI) | Q2 2025 | 30.51% |
ServiceNow (NOW) | Q2 2025 | 30.31% |
Arm Holdings plc American Depositary Shares (ARM) | Q2 2025 | 28.6% |
Flex (FLEX) | Q2 2025 | 27.99% |
Seagate Technology (STX) | Q2 2025 | 27.41% |
Cadence Design Systems (CDNS) | Q2 2025 | 27.28% |
Pure Storage (PSTG) | Q2 2025 | 26.45% |
Microchip Technology (MCHP) | Q2 2025 | 26.43% |
Dell Technologies (DELL) | Q2 2025 | 25.9% |
Zscaler (ZS) | Q2 2025 | 25.75% |