Disclosed positions
| Apple Inc | AAPL | Ordinary Shares | $72,491,046 | 250,522 | SH | None |
| Bloom Energy Corp | BE | Ordinary Shares - Class A | $70,907,475 | 234,250 | SH | None |
| Intel Corp. | INTC | Ordinary Shares | $67,022,400 | 480,000 | SH | None |
| Microsoft Corporation | MSFT | Ordinary Shares | $47,776,402 | 128,080 | SH | None |
| Credo Technology Group Holding Ltd | CRDO | Ordinary Shares | $47,040,007 | 172,973 | SH | None |
| Lilly(Eli) & Co | LLY | Ordinary Shares | $45,675,494 | 38,081 | SH | None |
| Sterling Infrastructure Inc | STRL | Ordinary Shares | $22,546,049 | 26,861 | SH | None |
| Amazon.com Inc. | AMZN | Ordinary Shares | $21,212,498 | 89,001 | SH | None |
| Qualcomm, Inc. | QCOM | Ordinary Shares | $20,262,408 | 109,651 | SH | None |
| Salesforce Inc | CRM | Ordinary Shares | $19,775,662 | 126,233 | SH | None |
| IonQ Inc | IONQ | Ordinary Shares | $18,976,538 | 356,300 | SH | None |
| Nextpower Inc. | NXT | Ordinary Shares - Class A | $18,943,260 | 159,000 | SH | None |
| TTM Technologies Inc | TTMI | Ordinary Shares | $18,384,253 | 98,301 | SH | None |
| Fabrinet | FN | Ordinary Shares | $17,290,705 | 30,762 | SH | None |
| Texas Instruments Inc. | TXN | Ordinary Shares | $16,274,920 | 54,601 | SH | None |
| Advanced Micro Devices Inc. | AMD | Ordinary Shares | $16,149,298 | 27,800 | SH | None |
| Exxon Mobil Corp. | XOM | Ordinary Shares | $15,651,022 | 114,475 | SH | None |
| Coeur Mining Inc | CDE | Ordinary Shares | $15,058,970 | 922,731 | SH | None |
| Monolithic Power System Inc | MPWR | Ordinary Shares | $14,473,309 | 10,470 | SH | None |
| NVIDIA Corp | NVDA | Ordinary Shares | $13,866,237 | 69,300 | SH | None |
| Uber Technologies Inc | UBER | Ordinary Shares | $12,931,072 | 179,200 | SH | None |
| Dycom Industries, Inc. | DY | Ordinary Shares | $12,781,315 | 25,280 | SH | None |
| Modine Manufacturing Co. | MOD | Ordinary Shares | $12,676,774 | 47,475 | SH | None |
| Semtech Corp. | SMTC | Ordinary Shares | $12,065,918 | 74,550 | SH | None |
| Abbvie Inc | ABBV | Ordinary Shares | $11,831,861 | 47,019 | SH | None |
| Rambus Inc. | RMBS | Ordinary Shares | $11,787,312 | 88,800 | SH | None |
| Astera Labs Inc. | ALAB | Ordinary Shares | $11,785,688 | 24,400 | SH | None |
| James Hardie Industries plc | JHX | Ordinary Shares | $11,377,095 | 434,572 | SH | None |
| Coca-Cola Co | KO | Ordinary Shares | $11,329,038 | 139,400 | SH | None |
| Unitedhealth Group Inc | UNH | Ordinary Shares | $11,039,133 | 26,560 | SH | None |
| Guardant Health Inc | GH | Ordinary Shares | $10,997,199 | 73,300 | SH | None |
| Cisco Systems, Inc. | CSCO | Ordinary Shares | $10,988,618 | 93,552 | SH | None |
| Visa Inc | V | Ordinary Shares - Class A | $10,910,262 | 31,800 | SH | None |
| SPX Technologies Inc | SPXC | Ordinary Shares | $10,811,997 | 44,100 | SH | None |
| Walmart Inc | WMT | Ordinary Shares | $10,686,308 | 94,352 | SH | None |
| Sanmina Corp | SANM | Ordinary Shares | $10,642,014 | 42,050 | SH | None |
| Valero Energy Corp. | VLO | Ordinary Shares | $10,393,640 | 39,908 | SH | None |
| SiTime Corp | SITM | Ordinary Shares | $10,238,775 | 13,733 | SH | None |
| FormFactor Inc. | FORM | Ordinary Shares | $9,723,744 | 60,800 | SH | None |
| Advanced Energy Industries Inc. | AEIS | Ordinary Shares | $9,694,620 | 26,000 | SH | None |
| DigitalOcean Holdings Inc | DOCN | Ordinary Shares | $9,594,533 | 61,100 | SH | None |
| Arrowhead Pharmaceuticals Inc. | ARWR | Ordinary Shares | $9,585,576 | 117,600 | SH | None |
| EchoStar Corp | ECHO | Ordinary Shares - Class A | $9,155,300 | 90,200 | SH | None |
| Seagate Technology Holdings Plc | STX | Ordinary Shares | $8,914,670 | 9,238 | SH | None |
| Meta Platforms Inc | META | Ordinary Shares - Class A | $8,706,774 | 15,457 | SH | None |
| Astrazeneca plc | AZN | Ordinary Shares | $8,475,824 | 44,699 | SH | None |
| JPMorgan Chase & Co. | JPM | Ordinary Shares | $8,379,648 | 25,600 | SH | None |
| Watts Water Technologies, Inc. | WTS | Ordinary Shares - Class A | $8,361,372 | 21,360 | SH | None |
| Applied Digital Corporation | APLD | Ordinary Shares | $8,232,110 | 220,700 | SH | None |
| Berkshire Hathaway Inc. | BRK.B | Ordinary Shares - Class B | $8,025,755 | 16,039 | 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. 6 positions lack a resolved ticker and 2 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.