Disclosed positions
| MICRON TECHNOLOGY INC | MU | COM | $98,839,544 | 85,628 | SH | None |
| SANDISK CORP | SNDK | COM | $54,178,438 | 23,828 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $32,117,246 | 160,514 | SH | None |
| TESLA INC | TSLA | COM | $12,736,609 | 30,282 | SH | None |
| MICROSOFT CORP | MSFT | COM | $12,687,529 | 34,013 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $9,471,413 | 31,795 | SH | None |
| SOFI TECHNOLOGIES INC | SOFI | COM | $9,305,957 | 519,016 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $8,018,962 | 68,732 | SH | None |
| INTEL CORP | INTC | COM | $7,802,106 | 55,877 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $5,980,464 | 16,926 | SH | None |
| META PLATFORMS INC | META | CL A | $5,563,052 | 9,876 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $5,241,975 | 8,207 | SH | None |
| AST SPACEMOBILE INC | ASTS | COM CL A | $5,116,559 | 57,580 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,901,478 | 6,656 | SH | None |
| BROADCOM INC | AVGO | COM | $4,886,196 | 12,935 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $4,225,539 | 8,848 | SH | None |
| IONQ INC | IONQ | COM | $4,194,917 | 78,763 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $3,832,902 | 10,810 | SH | None |
| NETFLIX INC. | NFLX | COM | $3,812,831 | 53,401 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,641,958 | 10,191 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $3,606,870 | 6,209 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $3,379,898 | 3,939 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $3,249,155 | 3,367 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,874,857 | 12,062 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $2,749,569 | 3,803 | SH | None |
| ASTERA LABS INC | ALAB | COM | $2,700,082 | 5,590 | SH | None |
| APPLIED OPTOELECTRONICS INC | AAOI | COM | $2,664,806 | 17,986 | SH | None |
| IREN LIMITED | IREN | ORDINARY SHARES | $2,664,276 | 58,261 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $2,628,008 | 33,090 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $2,502,756 | 9,203 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $2,488,366 | 10,145 | SH | None |
| STRATEGY INC | MSTR | CL A NEW | $2,427,868 | 27,929 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $2,285,385 | 7,550 | SH | None |
| COREWEAVE INC | CRWV | COM CL A | $2,200,033 | 22,102 | SH | None |
| RUBRIK INC. | RBRK | CL A | $2,059,343 | 25,652 | SH | None |
| QUALCOMM INC | QCOM | COM | $2,054,495 | 11,118 | SH | None |
| SERVICENOW INC | NOW | COM | $2,000,889 | 20,154 | SH | None |
| APPLE INC | AAPL | COM | $1,974,593 | 6,824 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $1,927,005 | 2,938 | SH | None |
| ORACLE CORP | ORCL | COM | $1,892,693 | 12,915 | SH | None |
| COINBASE GLOBAL INC | COIN | COM CL A | $1,827,375 | 12,500 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,805,142 | 1,505 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $1,656,875 | 30,987 | SH | None |
| GE VERNOVA INC | GEV | COM | $1,637,755 | 1,394 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $1,564,431 | 3,764 | SH | None |
| OKLO INC | OKLO | COM CL A | $1,520,082 | 29,048 | SH | None |
| REDDIT INC | RDDT | CL A | $1,505,112 | 8,671 | SH | None |
| JOBY AVIATION INC | JOBY | COMMON STOCK | $1,476,447 | 165,521 | SH | None |
| ADOBE INC | ADBE | COM | $1,380,195 | 6,732 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $1,357,226 | 15,705 | 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. 2 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.