Disclosed positions
| KLA CORP | KLAC | COM NEW | $921,340,878 | 3,053,730 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $893,116,530 | 2,061,054 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $185,159,066 | 466,196 | SH | None |
| BROADCOM INC | AVGO | COM | $137,032,590 | 362,760 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $56,356,873 | 130,619 | SH | None |
| ASPEN AEROGELS INC | ASPN | COM | $32,769,393 | 5,168,674 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $27,657,081 | 479,991 | SH | None |
| CEVA INC | CEVA | COM | $21,051,139 | 446,377 | SH | None |
| PINTEREST INC | PINS | CL A | $19,978,500 | 950,000 | SH | None |
| PROGRESS SOFTWARE CORP | PRGS | COM | $17,079,057 | 508,608 | SH | None |
| EGAIN CORP | EGAN | COM NEW | $16,832,611 | 2,671,843 | SH | None |
| GARMIN LTD | GRMN | SHS | $11,401,920 | 48,000 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $7,091,400 | 20,000 | SH | None |
| INTEL CORP | INTC | COM | $3,212,886 | 23,010 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.