Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Broadcom Inc.(AVGO) | 59,000 | 138,550 | +79,550 | $9.88M | $38.19M | 43.15% | +$28.31M |
| Dell Technologies Inc.CL C(DELL) | 211,000 | 109,000 | -102,000 | $19.23M | $13.36M | 15.10% | -$5.87M |
| Credo Technology Group Holdi ORDINARY SHARES | 209,000 | 96,000 | -113,000 | $8.39M | $8.89M | 10.04% | +$495.2K |
| Star Bulk Carriers Corp.SHS PAR(SBLK) | 780,000 | 500,000 | -280,000 | $12.14M | $8.63M | 9.75% | -$3.51M |
| Micron Technology, Inc.(MU) | 152,000 | 60,000 | -92,000 | $13.21M | $7.39M | 8.36% | -$5.81M |
| NVIDIA Corporation(NVDA) | 104,000 | 40,200 | -63,800 | $11.27M | $6.35M | 7.18% | -$4.92M |
| Marvell Technology, Inc.(MRVL) | 0 | 47,000 | +47,000 | $0 | $3.64M | 4.11% | +$3.64M |
| Coherent Corp.(COHR) | 191,000 | 23,000 | -168,000 | $12.40M | $2.05M | 2.32% | -$10.35M |