Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ONTO INNOVATION INC(ONTO) | 0 | 110,000 | +110,000 | 0 | 14,214 | 14.38% | +14,214 |
| TERADYNE INC(TER) | 60,000 | 76,000 | +16,000 | 5,395 | 10,461 | 10.58% | +5,065 |
| FABRINET(FN) | 0 | 8,400 | +8,400 | 0 | 3,063 | 3.10% | +3,063 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 42,000 | +42,000 | 0 | 3,037 | 3.07% | +3,037 |
| SYNOPSYS INC(SNPS) | 0 | 6,000 | +6,000 | 0 | 2,960 | 2.99% | +2,960 |
| ARISTA NETWORKS INC(ANET) | 40,000 | 48,000 | +8,000 | 4,092 | 6,994 | 7.07% | +2,902 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 50,000 | +50,000 | 0 | 2,466 | 2.49% | +2,466 |
| AMAZON COM INC(AMZN) | 0 | 10,000 | +10,000 | 0 | 2,196 | 2.22% | +2,196 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 90,000 | 118,000 | +28,000 | 5,509 | 7,670 | 7.76% | +2,161 |
| FLUENCE ENERGY INC(FLNC) | 0 | 200,000 | +200,000 | 0 | 2,160 | 2.18% | +2,160 |
| NUSCALE PWR CORP(SMR) | 0 | 60,000 | +60,000 | 0 | 2,160 | 2.18% | +2,160 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 0 | 240,000 | +240,000 | 0 | 1,445 | 1.46% | +1,445 |
| ASTERA LABS INC(ALAB) | 13,000 | 10,000 | -3,000 | 1,175 | 1,958 | 1.98% | +783 |
| WOLFSPEED INC(WOLF) | 0 | 1,670 | +1,670 | 0 | 48 | 0.05% | +48 |
| REDWIRE CORPORATION(RDW) | 170,000 | 300,000 | +130,000 | 2,771 | 2,697 | 2.73% | -74 |
| SEMTECH CORP(SMTC) | 160,000 | 100,000 | -60,000 | 7,222 | 7,145 | 7.23% | -77 |
| CELESTICA INC(CLS) | 21,000 | 10,000 | -11,000 | 3,278 | 2,464 | 2.49% | -815 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 170,000 | 102,000 | -68,000 | 15,740 | 14,852 | 15.02% | -888 |
| COHERENT CORP(COHR) | 44,000 | 26,000 | -18,000 | 3,925 | 2,801 | 2.83% | -1,125 |
| TESLA INC(TSLA) | 4,000 | 0 | -4,000 | 1,271 | 0 | — | -1,271 |
| NEBIUS GROUP N.V.(NBIS) | 24,000 | 0 | -24,000 | 1,328 | 0 | — | -1,328 |
| OKTA INC(OKTA) | 17,000 | 0 | -17,000 | 1,699 | 0 | — | -1,699 |
| RUBRIK INC.(RBRK) | 22,000 | 0 | -22,000 | 1,971 | 0 | — | -1,971 |
| CIENA CORP(CIEN) | 30,000 | 0 | -30,000 | 2,440 | 0 | — | -2,440 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 12,000 | 0 | -12,000 | 2,718 | 0 | — | -2,718 |
| MICROSTRATEGY INC(MSTR) | 7,000 | 0 | -7,000 | 2,830 | 0 | — | -2,830 |
| MONDAY COM LTD SHS | 9,000 | 0 | -9,000 | 2,830 | 0 | — | -2,830 |
| ADVANCED MICRO DEVICES INC(AMD) | 93,000 | 50,000 | -43,000 | 13,197 | 8,090 | 8.18% | -5,107 |
| SERVICENOW INC(NOW) | 6,000 | 0 | -6,000 | 6,168 | 0 | — | -6,168 |