Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 0 | 50,000 | +50,000 | 0 | 14,271 | 19.58% | +14,271 |
| SANDISK CORP(SNDK) | 0 | 50,000 | +50,000 | 0 | 11,869 | 16.28% | +11,869 |
| COREWEAVE INC(CRWV) | 0 | 165,000 | +165,000 | 0 | 11,816 | 16.21% | +11,816 |
| ASML HOLDING N V N Y REGISTRY SHS | 0 | 10,000 | +10,000 | 0 | 10,699 | 14.68% | +10,699 |
| COHERENT CORP(COHR) | 0 | 50,000 | +50,000 | 0 | 9,229 | 12.66% | +9,229 |
| BLOOM ENERGY CORP | 0 | 88,000 | +88,000 | 0 | 7,646 | 10.49% | +7,646 |
| LUMENTUM HLDGS INC(LITE) | 0 | 20,000 | +20,000 | 0 | 7,372 | 10.11% | +7,372 |