Disclosed positions
| APPLOVIN CORP | APP | COM CL A | $87,529,849 | 169,885 | SH | None |
| COREWEAVE INC | CRWV | COM CL A | $61,165,837 | 614,485 | SH | None |
| NOKIA CORP | NOK | SPONSORED ADR | $58,912,789 | 4,436,204 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $51,562,593 | 257,697 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $45,492,276 | 602,946 | SH | None |
| VANECK ETF TRUST | GDXJ | JUNIOR GOLD MINE | $39,875,057 | 405,853 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $39,667,444 | 19,939 | SH | None |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | COM | $37,270,174 | 97,984 | SH | None |
| FORMFACTOR INC | FORM | COM | $36,567,515 | 228,647 | SH | None |
| VEON LTD | VEON | SPONSORED ADS | $32,924,461 | 630,616 | SH | None |
| EQT CORP | EQT | COM | $27,278,284 | 513,039 | SH | None |
| DOLE PLC | DOLE | ORD SHS | $23,554,276 | 1,716,784 | SH | None |
| CANADIAN NAT RES LTD MED TER | CNQ | COM | $19,209,877 | 486,326 | SH | None |
| WOLFSPEED INC | WOLF | COMMON STOCK | $6,952,101 | 144,085 | 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.