📊 13F: CTC LLC · $217.2B AUM · Q1 2026

``` Ticker Prev Now Chg SMH — $410.2M NEW ASML — $196.0M NEW AMAT — $194.5M NEW LRCX — $113.0M NEW QCOM $3.0M $71.1M +97% MU $601.4M $2.1B +66% ORCL $378.8M $610.2M +53% TSM $728.1M $1.4B +40% HYG $6.6B $8.9B +33% BKNG $439.7M $503.6M +31% GLD $13.0B $19.0B +25% ```