| 1 |  TeslaTSLA | $22.2B | −0.2% | +85 | None | 4,287 13F filers hold it · +85 against the quarter before · shares held +5.1% |
| 2 |  NvidiaNVDA | $18.5B | −0.3% | +92 | −$6.8M | $1.1B of planned sales filed in 30 days · under 0.1% of the units outstanding |
| 3 |  AlphabetGOOGL | $8.9B | +0.8% | +129 | None | 11 members of Congress traded it in 90 days · 11 purchases · 12 sales |
| 8 |  AppleAAPL | $5.1B | −0.2% | −1 | −$1.6M | Koreans hold $3.1B more through 11 ETFs · 61.4% of the direct holding |
| 9 |  Micron TechnologyMU | $5.1B | −1.5% | +877 | None | Koreans hold $3.6B more through 13 ETFs · 71.5% of the direct holding |
| 10 |  Palantir TechnologiesPLTR | $4.5B | −0.9% | −157 | None | 2,841 13F filers hold it · −157 against the quarter before · shares held +6.9% |
| 12 |  MicrosoftMSFT | $3.8B | −2.6% | −4 | None | Koreans hold $2.2B more through 11 ETFs · 58.3% of the direct holding |
| 14 |  IonQIONQ | $3.6B | −0.4% | +151 | None | 783 13F filers hold it · +151 against the quarter before · shares held −1.6% |
| 17 |  BroadcomAVGO | $2.9B | +0.9% | +134 | −$250M | Koreans hold $2.6B more through 14 ETFs · 90.9% of the direct holding |
| 18 |  SandiskSNDK | $2.9B | +0.3% | +638 | None | 1,818 13F filers hold it · +638 against the quarter before · shares held −2.3% |
| 19 |  Space Exploration TechnologiesSPCX | $2.6B | +2.2% | None | −$52.5M | Mirae Asset Global Investments Co., Ltd. opened a position |
| 20 |  AmazonAMZN | $2.4B | +1.2% | +109 | None | Koreans hold $1.9B more through 11 ETFs · 80.0% of the direct holding |
| 22 |  Advanced Micro DevicesAMD | $1.9B | +0.6% | +787 | None | Koreans hold $3.1B more through 14 ETFs · 157.7% of the direct holding |
| 23 |  IntelINTC | $1.9B | +0.8% | +965 | None | Koreans hold $2.3B more through 13 ETFs · 117.8% of the direct holding |
| 24 |  Taiwan Semiconductor ManufacturingTSM | $1.8B | 0.0% | +283 | None | 3,560 13F filers hold it · +283 against the quarter before · shares held −0.1% |
| 26 |  Meta PlatformsMETA | $1.6B | +2.4% | −39 | −$52.1M | $83M of planned sales filed in 30 days · under 0.1% of the units outstanding |
| 28 | AlphabetGOOG | $1.5B | +1.2% | None | None | None |
| 31 |  IrenIREN | $1.3B | +0.1% | None | None | Citadel Securities GP holds 4.7% · −0.3pp on the report before |
| 32 |  Marvell TechnologyMRVL | $1.3B | +1.2% | +666 | −$2.6M | Koreans hold $1.4B more through 13 ETFs · 106.8% of the direct holding |
| 33 |  Bitmine Immersion TechnologiesBMNR | $1.1B | +0.7% | +19 | None | 437 13F filers hold it · +19 against the quarter before · shares held +24.7% |
SK hynix file
Strategy file
Bloom Energy file