Disclosed positions
| MKS INC. | MKSI | COM | $258,734,378 | 581,687 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $171,420,057 | 575,100 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $169,084,641 | 621,749 | SH | None |
| HOWMET AEROSPACE INC | HWM | COM | $83,830,548 | 311,800 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $79,312,438 | 166,075 | SH | None |
| SILICON MOTION TECHNOLOGY CO | SIMO | SPONSORED ADR | $60,493,395 | 181,482 | SH | None |
| MODINE MFG CO | MOD | COM | $49,805,638 | 186,524 | SH | None |
| SITIME CORP | SITM | COM | $36,301,316 | 48,690 | SH | None |
| WOODWARD INC | WWD | COM | $29,015,008 | 68,200 | SH | None |
| CIENA CORP | CIEN | COM NEW | $25,345,764 | 51,667 | SH | None |
| ASTERA LABS INC | ALAB | COM | $25,117,040 | 52,000 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $16,451,371 | 28,320 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $16,390,194 | 25,661 | SH | None |
| BWX TECHNOLOGIES INC | BWXT | COM | $13,789,257 | 36,740 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,743,033 | 33,700 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,289,076 | 14,800 | SH | None |
| ALIBABA GROUP HLDG LTD | BABA | SPONSORED ADS | $5,230,910 | 54,500 | SH | None |
| DAQO NEW ENERGY CORP | DQ | SPNSRD ADS NEW | $1,878,617 | 140,300 | 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.