SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $462,332,703 |
| Positions | 122 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Micron Technology, Inc. | MU | MU | $37,849,169 | 32,790 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | TSM | $37,207,479 | 77,910 |
| Advanced Micro Devices, Inc. | AMD | AMD | $36,974,922 | 63,650 |
| Nebius Group N.V. | NBIS | NBIS | $28,235,621 | 102,240 |
| Bloom Energy Corporation | BE | BE | $27,572,943 | 91,090 |
| Western Digital Corp. | WDC | WDC | $23,070,566 | 36,120 |
| Marvell Technology, Inc. | MRVL | MRVL | $22,663,471 | 76,080 |
| Corning Inc. Glass Works | GLW | GLW | $22,536,589 | 88,230 |
| Applied Materials, Inc. | AMAT | AMAT | $22,499,760 | 31,120 |
| Intel Corp. | INTC | INTC | $22,458,089 | 160,840 |
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