Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BROADCOM INC(AVGO) | 59,000 | 138,550 | +79,550 | 9,878 | 38,191 | 43.15% | +28,313 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 47,000 | +47,000 | 0 | 3,638 | 4.11% | +3,638 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 209,000 | 96,000 | -113,000 | 8,393 | 8,889 | 10.04% | +495 |
| STAR BULK CARRIERS CORP.(SBLK) | 780,000 | 500,000 | -280,000 | 12,137 | 8,625 | 9.75% | -3,512 |
| NVIDIA CORPORATION(NVDA) | 104,000 | 40,200 | -63,800 | 11,272 | 6,351 | 7.18% | -4,920 |
| MICRON TECHNOLOGY INC(MU) | 152,000 | 60,000 | -92,000 | 13,207 | 7,395 | 8.36% | -5,812 |
| DELL TECHNOLOGIES INC(DELL) | 211,000 | 109,000 | -102,000 | 19,233 | 13,363 | 15.10% | -5,869 |
| COHERENT CORP(COHR) | 191,000 | 23,000 | -168,000 | 12,404 | 2,052 | 2.32% | -10,352 |