Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 0 | 152,000 | +152,000 | 0 | 13,207 | 15.26% | +13,207 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 209,000 | +209,000 | 0 | 8,393 | 9.70% | +8,393 |
| COHERENT CORP(COHR) | 80,000 | 191,000 | +111,000 | 7,578 | 12,404 | 14.34% | +4,825 |
| BROADCOM INC(AVGO) | 34,000 | 59,000 | +25,000 | 7,883 | 9,878 | 11.42% | +1,996 |
| STAR BULK CARRIERS CORP.(SBLK) | 740,000 | 780,000 | +40,000 | 11,063 | 12,137 | 14.03% | +1,074 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 5,150 | 0 | -5,150 | 331 | 0 | — | -331 |
| ASML HOLDING N V N Y REGISTRY SHS | 3,000 | 0 | -3,000 | 2,079 | 0 | — | -2,079 |
| MARVELL TECHNOLOGY INC(MRVL) | 45,000 | 0 | -45,000 | 4,970 | 0 | — | -4,970 |
| NVIDIA CORPORATION(NVDA) | 168,000 | 104,000 | -64,000 | 22,561 | 11,272 | 13.03% | -11,289 |
| DELL TECHNOLOGIES INC(DELL) | 300,000 | 211,000 | -89,000 | 34,572 | 19,233 | 22.23% | -15,339 |