SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $291,333,036 |
| Positions | 28 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Astera Labs Inc | ALAB | Common Stock | $32,365,721 | 67,007 |
| KLA CORP | KLAC | Common Stock | $25,652,591 | 85,024 |
| Coherent Corp | COHR | Common Stock | $24,556,546 | 62,252 |
| ARM Holdings PLC | ARM | Common Stock | $21,224,560 | 59,860 |
| MKS Inc | MKSI | Common Stock | $19,789,597 | 44,491 |
| Cloudflare Inc | NET | Common Stock | $19,594,193 | 79,885 |
| Lam Research Corp | LRCX | Common Stock | $14,653,921 | 33,817 |
| Terawulf Inc | WULF | Common Stock | $13,775,956 | 557,731 |
| MACOM Technology Solutions Holdings Inc | MTSI | Common Stock | $13,726,032 | 36,086 |
| MARVELL TECHNOLOGY INC | MRVL | Common Stock | $12,425,588 | 41,712 |
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