Disclosed positions
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $256,290,000 | 1,500,000 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $95,514,000 | 200,000 | SH | None |
| ORACLE CORP | ORCL | COM | $73,275,000 | 500,000 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $71,474,000 | 200,000 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $25,741,800 | 30,000 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $19,894,400 | 10,000 | SH | None |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $13,808,500 | 50,000 | SH | None |
| GE VERNOVA INC | GEV | COM | $11,748,600 | 10,000 | SH | None |
| INTEL CORP | INTC | COM | $6,981,500 | 50,000 | 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.