Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASTERA LABS INC(ALAB) | 0 | 119,641 | +119,641 | 0 | 57,789 | 8.48% | +57,789 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 84,700 | 223,836 | +139,136 | 7,951 | 60,872 | 8.93% | +52,921 |
| SYNOPSYS INC(SNPS) | 0 | 106,520 | +106,520 | 0 | 47,515 | 6.97% | +47,515 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 69,200 | +69,200 | 0 | 40,199 | 5.90% | +40,199 |
| APPLIED MATLS INC | 0 | 51,640 | +51,640 | 0 | 37,336 | 5.48% | +37,336 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 0 | 35,000 | +35,000 | 0 | 33,775 | 4.96% | +33,775 |
| EVERPURE INC(P) | 0 | 390,900 | +390,900 | 0 | 30,799 | 4.52% | +30,799 |
| COHERENT CORP(COHR) | 0 | 72,400 | +72,400 | 0 | 28,560 | 4.19% | +28,560 |
| TERADYNE INC(TER) | 0 | 51,720 | +51,720 | 0 | 25,024 | 3.67% | +25,024 |
| NXP SEMICONDUCTORS N V COM | 0 | 84,800 | +84,800 | 0 | 23,831 | 3.50% | +23,831 |
| MICRON TECHNOLOGY INC(MU) | 0 | 19,764 | +19,764 | 0 | 22,813 | 3.35% | +22,813 |
| COREWEAVE INC(CRWV) | 0 | 128,600 | +128,600 | 0 | 12,801 | 1.88% | +12,801 |
| STMICROELECTRONICS N V(STM) | 592,300 | 414,100 | -178,200 | 20,464 | 31,012 | 4.55% | +10,548 |
| SEMTECH CORP(SMTC) | 0 | 61,300 | +61,300 | 0 | 9,921 | 1.46% | +9,921 |
| NUTANIX INC(NTNX) | 0 | 188,399 | +188,399 | 0 | 9,601 | 1.41% | +9,601 |
| ONTO INNOVATION INC(ONTO) | 165,373 | 106,373 | -59,000 | 33,913 | 40,257 | 5.91% | +6,344 |
| AMPHENOL CORP | 263,400 | 213,199 | -50,201 | 33,281 | 37,591 | 5.52% | +4,311 |
| LUMENTUM HLDGS INC(LITE) | 38,447 | 32,240 | -6,207 | 27,019 | 27,664 | 4.06% | +645 |
| VERTIV HOLDINGS CO(VRT) | 119,331 | 89,486 | -29,845 | 29,902 | 29,962 | 4.40% | +60 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 493,173 | 182,600 | -310,573 | 15,550 | 12,713 | 1.87% | -2,837 |
| NOKIA CORP(NOK) | 2,665,800 | 1,257,300 | -1,408,500 | 21,433 | 16,697 | 2.45% | -4,736 |
| MOTOROLA SOLUTIONS INC(MSI) | 47,645 | 26,560 | -21,085 | 20,677 | 11,030 | 1.62% | -9,646 |
| MKS INC.(MKSI) | 114,011 | 37,111 | -76,900 | 26,201 | 16,507 | 2.42% | -9,694 |
| HP INC(HPQ) | 521,500 | 0 | -521,500 | 10,018 | 0 | — | -10,018 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 166,877 | 0 | -166,877 | 10,782 | 0 | — | -10,782 |
| ARM HOLDINGS PLC | 121,200 | 0 | -121,200 | 18,335 | 0 | — | -18,335 |
| CORNING INC(GLW) | 144,539 | 0 | -144,539 | 19,653 | 0 | — | -19,653 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 71,990 | 0 | -71,990 | 20,004 | 0 | — | -20,004 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 189,800 | 0 | -189,800 | 21,799 | 0 | — | -21,799 |
| ASML HLDG NV N Y REGISTRY SHS | 31,372 | 8,580 | -22,792 | 41,437 | 17,069 | 2.51% | -24,368 |
| QNITY ELECTRONICS INC(Q) | 217,581 | 0 | -217,581 | 25,104 | 0 | — | -25,104 |
| ANALOG DEVICES INC(ADI) | 93,817 | 0 | -93,817 | 29,847 | 0 | — | -29,847 |
| SANDISK CORP(SNDK) | 52,394 | 0 | -52,394 | 33,288 | 0 | — | -33,288 |
| F5 INC(FFIV) | 119,963 | 0 | -119,963 | 34,709 | 0 | — | -34,709 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 130,637 | 0 | -130,637 | 36,888 | 0 | — | -36,888 |
| WESTERN DIGITAL CORP(WDC) | 173,792 | 0 | -173,792 | 47,009 | 0 | — | -47,009 |