SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $201,415,411 |
| Positions | 75 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SANDISK CORP | SNDK | Stock | $12,842,027 | 5,648 |
| WESTERN DIGITAL CORP | WDC | Stock | $9,370,706 | 14,671 |
| SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | STX | Stock | $9,170,552 | 9,503 |
| MICRON TECHNOLOGY INC | MU | Stock | $8,737,985 | 7,570 |
| CIENA CORP | CIEN | Stock | $8,340,011 | 17,001 |
| LUMENTUM HOLDINGS INC INC | LITE | Stock | $8,023,719 | 9,351 |
| BLOOM ENERGY CORP CLASS A | BE | Stock | $6,215,036 | 20,532 |
| CORNING INC | GLW | Stock | $5,395,785 | 21,124 |
| LAM RESH CORP NEW | LRCX | Stock | $5,331,276 | 12,303 |
| DIGITALOCEAN HOLDINGS INC | DOCN | Stock | $5,102,062 | 32,491 |
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