Disclosed positions
| NVIDIA ORD | NVDA | COM | $13,911,257 | 69,525 | SH | None |
| MICRON TECHNOLOGY ORD | MU | COM | $12,084,262 | 10,469 | SH | None |
| TERADYNE ORD | TER | COM | $10,368,207 | 21,429 | SH | None |
| INTUITIVE SURGICAL ORD | ISRG | COM | $8,653,119 | 21,759 | SH | None |
| ADVANCED MICRO DEVICES ORD | AMD | COM | $7,933,488 | 13,657 | SH | None |
| SYNOPSYS ORD | SNPS | COM | $7,837,896 | 17,571 | SH | None |
| DATADOG CL A ORD | DDOG | COM | $7,242,401 | 27,817 | SH | None |
| MARVELL TECHNOLOGY ORD | MRVL | COM | $6,582,475 | 22,097 | SH | None |
| RUBRIK CL A ORD | RBRK | COM | $6,324,522 | 78,781 | SH | None |
| BROADCOM ORD | AVGO | COM | $6,051,177 | 16,019 | SH | None |
| ARM HOLDINGS ADR | ARM | COM | $5,430,949 | 15,317 | SH | None |
| PALO ALTO NETWORKS ORD | PANW | COM | $5,263,289 | 15,434 | SH | None |
| TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | TSM | COM | $4,138,622 | 8,666 | SH | None |
| CLOUDFLARE CL A ORD | NET | COM | $3,620,096 | 14,759 | SH | None |
| CADENCE DESIGN SYSTEMS ORD | CDNS | COM | $3,475,463 | 9,260 | SH | None |
| COHERENT ORD | COHR | COM | $3,334,455 | 8,453 | SH | None |
| INTEL ORD | INTC | COM | $2,738,842 | 19,615 | SH | None |
| AMETEK ORD | AME | COM | $2,593,597 | 10,720 | SH | None |
| PROCEPT BIOROBOTICS ORD | PRCT | COM | $2,212,998 | 98,007 | SH | None |
| TESLA ORD | TSLA | COM | $2,208,571 | 5,251 | SH | None |
| LUMENTUM HOLDINGS ORD | LITE | COM | $1,890,306 | 2,203 | SH | None |
| CROWDSTRIKE HOLDINGS CL A ORD | CRWD | COM | $117,028 | 153 | 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.
