Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NOKIA CORP(NOK) | 0 | 1,430,000 | +1,430,000 | 0 | 18,990 | 11.40% | +18,990 |
| MICRON TECHNOLOGY INC(MU) | 21,000 | 17,000 | -4,000 | 7,095 | 19,623 | 11.78% | +12,528 |
| FORMFACTOR INC(FORM) | 0 | 74,650 | +74,650 | 0 | 11,939 | 7.17% | +11,939 |
| TERADYNE INC(TER) | 0 | 15,000 | +15,000 | 0 | 7,258 | 4.36% | +7,258 |
| VIAVI SOLUTIONS INC(VIAV) | 0 | 129,200 | +129,200 | 0 | 6,169 | 3.70% | +6,169 |
| CORNING INC(GLW) | 52,000 | 51,800 | -200 | 7,070 | 13,231 | 7.94% | +6,161 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 0 | 103,400 | +103,400 | 0 | 5,561 | 3.34% | +5,561 |
| TTM TECHNOLOGIES INC(TTMI) | 26,000 | 29,200 | +3,200 | 2,533 | 5,461 | 3.28% | +2,928 |
| COHERENT CORP(COHR) | 30,000 | 21,950 | -8,050 | 7,146 | 8,659 | 5.20% | +1,512 |
| SANDISK CORP(SNDK) | 32,000 | 9,260 | -22,740 | 20,331 | 21,055 | 12.64% | +724 |
| WESTERN DIGITAL CORP(WDC) | 36,000 | 16,000 | -20,000 | 9,738 | 10,220 | 6.14% | +482 |
| BLOOM ENERGY CORP | 45,000 | 10,000 | -35,000 | 6,097 | 3,027 | 1.82% | -3,070 |
| LAM RESEARCH CORP(LRCX) | 45,000 | 15,000 | -30,000 | 9,615 | 6,500 | 3.90% | -3,115 |
| NVIDIA CORPORATION(NVDA) | 36,100 | 10,100 | -26,000 | 6,296 | 2,021 | 1.21% | -4,275 |
| LUMENTUM HLDGS INC(LITE) | 53,000 | 31,275 | -21,725 | 37,246 | 26,836 | 16.11% | -10,410 |
| ON HLDG AG(ONON) | 355,000 | 0 | -355,000 | 12,077 | 0 | — | -12,077 |
| BROADCOM INC(AVGO) | 48,000 | 0 | -48,000 | 14,856 | 0 | — | -14,856 |
| CELESTICA INC(CLS) | 89,000 | 0 | -89,000 | 25,070 | 0 | — | -25,070 |