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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Berkshire Hathaway	BRK-A	856,700.00	869300.75	602	-1.45%	-12600.75
MercadoLibre, Inc. - Common Stock	MELI	1,530.28	1739.88	2,146,140	-12.05%	-209.60
Sandisk Corporation - Common Stock When-Issued	SNDK	844.67	1037.40	25,536,412	-18.58%	-192.73
Biglari Holdings Inc Cl A	BH-A	1,608.20	1784.00	22,962	-9.85%	-175.80
ASML Holding N.V. - New York Registry Shares	ASML	1,356.65	1496.30	3,987,781	-9.33%	-139.65
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,131.43	1261.08	2,521,446	-10.28%	-129.65
Comfort Systems USA, Inc. Common Stock	FIX	964.94	1091.31	1,730,064	-11.58%	-126.37
Lumentum Holdings Inc. - Common Stock	LITE	509.70	626.75	9,851,647	-18.68%	-117.05
Micron Technology	MU	679.62	795.23	63,025,019	-14.54%	-115.61
Seagate Technology Plc	STX	466.53	557.06	9,574,517	-16.25%	-90.53
White Mountains Insurance Group, Ltd. Common Stock	WTM	2,294.16	2376.30	31,425	-3.46%	-82.14
United Rentals	URI	1,043.78	1123.79	862,222	-7.12%	-80.01
Advanced Micro Devices, Inc. - Common Stock	AMD	415.73	488.78	53,976,923	-14.95%	-73.05
Quanta Services	PWR	509.06	580.44	4,892,753	-12.30%	-71.38
Rockwell Automation	ROK	381.05	443.88	2,741,149	-14.15%	-62.83
GE Vernova Inc. Common Stock	GEV	770.51	832.83	7,558,168	-7.48%	-62.32
Dave Inc. - Class A Common Stock	DAVE	275.34	336.22	1,471,066	-18.11%	-60.88
Goldman Sachs Group	GS	868.95	928.00	3,861,067	-6.36%	-59.05
Dell Technologies Inc. Class C Common Stock	DELL	316.91	372.36	14,067,080	-14.89%	-55.45
BlackRock	BLK	1,170.67	1224.37	905,323	-4.39%	-53.70
Eli Lilly	LLY	1,364.73	1417.99	4,754,353	-3.76%	-53.26
Elbit Systems Ltd. - Ordinary Shares	ESLT	651.31	703.46	110,345	-7.41%	-52.15
Equinix, Inc. - Common Stock	EQIX	1,002.63	1054.09	682,764	-4.88%	-51.46
Applied Materials	AMAT	319.25	369.40	16,901,744	-13.58%	-50.15
Fabrinet Ordinary Shares	FN	292.97	341.64	2,018,623	-14.25%	-48.67
SiTime Corporation - Common Stock	SITM	355.00	403.27	3,038,719	-11.97%	-48.27
Western Digital	WDC	275.76	323.83	14,014,354	-14.84%	-48.07
Ubiquiti Inc. Common Stock	UI	514.20	561.00	127,072	-8.34%	-46.80
Mettler-Toledo International, Inc. Common Stock	MTD	1,679.08	1723.24	294,430	-2.56%	-44.16
Axon Enterprise, Inc. - Common Stock	AXON	380.87	424.18	2,418,193	-10.21%	-43.31

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