Disclosed positions
| MARVELL TECHNOLOGY INC | MRVL | COM | $19,482,006 | 65,400 | SH | None |
| INTEL CORP | INTC | COM | $16,314,369 | 116,840 | SH | None |
| SANDISK CORP | SNDK | COM | $15,006,618 | 6,600 | SH | None |
| ASTERA LABS INC | ALAB | COM | $13,766,070 | 28,500 | SH | None |
| MICRON TECHNOLOGY | MU | COM | $12,235,474 | 10,600 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $11,095,381 | 19,100 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $8,263,710 | 27,300 | SH | None |
| APPLIED MATLS IN | AMAT | COM | $6,073,200 | 8,400 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $2,364,250 | 25,000 | SH | None |
| M-TRON INDS INC | MPTI | COM | $991,500 | 10,000 | SH | None |
| TWILIO INC | TWLO | CL A | $858,333 | 4,160 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $806,576 | 940 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $706,660 | 2,000 | SH | None |
| PDD HOLDINGS INC | PDD | SPONSORED ADS | $343,260 | 4,500 | SH | None |
| OCCIDENTAL PETE CORP | OXY | COM | $291,420 | 6,000 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $288,640 | 4,000 | SH | None |
| NIKE INC | NKE | CL B | $123,150 | 3,000 | SH | None |
| AMAZON COM INC | AMZN | COM | $119,170 | 500 | SH | None |
| LULULEMON ATHLETICA INC | LULU | COM | $91,344 | 800 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $86,420 | 1,000 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $71,474 | 200 | SH | None |
| ADOBE INC | ADBE | COM | $41,004 | 200 | SH | None |
| DIAGEO PLC | DEO | SPON ADR NEW | $40,190 | 500 | SH | None |
| MICROSOFT CORP | MSFT | COM | $37,302 | 100 | SH | None |
| DOMINOS PIZZA INC | DPZ | COM | $29,604 | 100 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $21,244 | 400 | 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. 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.