Disclosed positions
| UNIVERSAL DISPLAY CORP | OLED | COM | $60,713,704 | 701,163 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $57,502,774 | 28,904 | SH | None |
| ADVANCED ENERGY INDS | AEIS | COM | $52,188,004 | 139,963 | SH | None |
| MKS INC. | MKSI | COM | $47,814,221 | 107,496 | SH | None |
| QUALCOMM INC | QCOM | COM | $46,887,136 | 253,732 | SH | None |
| AMAZON COM INC | AMZN | COM | $46,103,775 | 193,437 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $43,005,656 | 90,051 | SH | None |
| MAXLINEAR INC | MXL | COM | $40,869,353 | 319,217 | SH | None |
| INTEL CORP | INTC | COM | $40,742,777 | 291,791 | SH | None |
| SYNOPSYS INC | SNPS | COM | $39,994,190 | 89,659 | SH | None |
| MICROSOFT CORP | MSFT | COM | $39,963,125 | 107,134 | SH | None |
| EVERPURE INC | P | CL A | $38,849,300 | 493,074 | SH | None |
| FOX CORP | FOXA | CL A COM | $37,586,861 | 720,607 | SH | None |
| EQUINIX INC | EQIX | COM | $33,067,738 | 31,723 | SH | None |
| META PLATFORMS INC | META | CL A | $31,707,594 | 56,290 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $29,964,284 | 176,385 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $29,348,131 | 57,142 | SH | None |
| MOTOROLA SOLUTIONS INC | MSI | COM NEW | $28,066,959 | 67,584 | SH | None |
| SBA COMMUNICATIONS CORP | SBAC | CL A | $26,115,198 | 147,995 | SH | None |
| CHARTER COMMUNICATIONS INC | CHTR | CL A | $24,723,066 | 173,849 | SH | None |
| COHERENT CORP | COHR | COM | $21,906,497 | 55,534 | SH | None |
| DOORDASH INC | DASH | CL A | $21,364,330 | 115,777 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $20,101,762 | 474,770 | SH | None |
| CROWN CASTLE INC | CCI | COM | $19,952,280 | 263,466 | SH | None |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | COM | $19,641,679 | 78,573 | SH | None |
| TERADATA CORP DEL | TDC | COM | $18,800,432 | 542,581 | SH | None |
| AURORA INNOVATION INC | AUR | CLASS A COM | $18,562,444 | 2,721,766 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $17,870,038 | 89,310 | SH | None |
| MICROCHIP TECHNOLOGY INC. | MCHP | COM | $17,231,146 | 188,938 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $16,015,774 | 13,875 | SH | None |
| SANDISK CORP | SNDK | COM | $15,916,110 | 7,000 | SH | None |
| WORKDAY INC | WDAY | CL A | $15,421,125 | 125,969 | SH | None |
| AIRBNB INC | ABNB | COM CL A | $15,401,996 | 107,631 | SH | None |
| SANMINA CORP | SANM | COM | $15,313,112 | 60,507 | SH | None |
| ECHOSTAR CORP | ECHO | CL A | $15,225,000 | 150,000 | SH | None |
| PLEXUS CORP | PLXS | COM | $14,823,332 | 49,301 | SH | None |
| COUPANG INC | CPNG | CL A | $14,392,643 | 828,592 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $14,262,180 | 56,040 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $13,586,116 | 29,591 | SH | None |
| FIRST SOLAR INC | FSLR | COM | $13,535,138 | 57,362 | SH | None |
| ETSY INC | ETSY | COM | $13,451,753 | 178,571 | SH | None |
| LIBERTY MEDIA CORP DEL | FWONK | COM LBTY ONE S C | $12,354,214 | 129,853 | SH | None |
| ARROW ELECTRS INC | ARW | COM | $12,331,897 | 57,785 | SH | None |
| JABIL INC | JBL | COM | $11,852,739 | 30,748 | SH | None |
| KEYSIGHT TECHNOLOGIES INC | KEYS | COM | $11,266,303 | 32,183 | SH | None |
| AFFIRM HLDGS INC | AFRM | COM CL A | $10,410,999 | 127,664 | SH | None |
| DYCOM INDS INC | DY | COM | $8,667,835 | 17,144 | SH | None |
| AMBARELLA INC | AMBA | SHS | $8,660,223 | 100,935 | SH | None |
| AVNET INC | AVT | COM | $8,650,269 | 97,391 | SH | None |
| REDDIT INC | RDDT | CL A | $7,494,664 | 43,177 | 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. 1 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.