Disclosed positions
| MICRON TECHNOLOGY INC | MU | COM | $626,772,544 | 542,994 | SH | None |
| INTEL CORP | INTC | COM | $56,376,590 | 403,757 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $54,811,760 | 184,000 | SH | None |
| AXT INC | AXTI | COM | $38,685,768 | 536,706 | SH | None |
| SANDISK CORP | SNDK | COM | $29,558,490 | 13,000 | SH | None |
| APPLIED OPTOELECTRONICS INC | AAOI | COM | $7,406,222 | 49,988 | SH | None |
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $3,417,200 | 20,000 | SH | None |
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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.