Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASML HOLDING N V N Y REGISTRY SHS | 0 | 45,300 | +45,300 | 0 | 43,854 | 8.44% | +43,854 |
| ARISTA NETWORKS INC(ANET) | 415,600 | 583,600 | +168,000 | 42,520 | 85,036 | 16.37% | +42,516 |
| APPLIED MATLS INC | 0 | 140,600 | +140,600 | 0 | 28,786 | 5.54% | +28,786 |
| WESTERN DIGITAL CORP(WDC) | 451,000 | 448,073 | -2,927 | 28,859 | 53,796 | 10.35% | +24,936 |
| TERADYNE INC(TER) | 0 | 133,500 | +133,500 | 0 | 18,375 | 3.54% | +18,375 |
| COREWEAVE INC(CRWV) | 0 | 128,200 | +128,200 | 0 | 17,544 | 3.38% | +17,544 |
| JABIL INC(JBL) | 107,800 | 179,700 | +71,900 | 23,511 | 39,025 | 7.51% | +15,514 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 0 | 596,480 | +596,480 | 0 | 14,650 | 2.82% | +14,650 |
| SANDISK CORP(SNDK) | 314,600 | 248,000 | -66,600 | 14,267 | 27,826 | 5.36% | +13,558 |
| VERTIV HOLDINGS CO(VRT) | 0 | 82,200 | +82,200 | 0 | 12,401 | 2.39% | +12,401 |
| KLA CORP(KLAC) | 0 | 10,000 | +10,000 | 0 | 10,786 | 2.08% | +10,786 |
| CIENA CORP(CIEN) | 0 | 69,200 | +69,200 | 0 | 10,080 | 1.94% | +10,080 |
| GLOBALFOUNDRIES INC(GFS) | 0 | 184,000 | +184,000 | 0 | 6,595 | 1.27% | +6,595 |
| AMPHENOL CORP NEW | 166,300 | 182,000 | +15,700 | 16,422 | 22,523 | 4.34% | +6,100 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 96,900 | +96,900 | 0 | 4,778 | 0.92% | +4,778 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 157,100 | 112,400 | -44,700 | 22,674 | 26,533 | 5.11% | +3,859 |
| CORNING INC(GLW) | 526,349 | 370,749 | -155,600 | 27,681 | 30,413 | 5.85% | +2,732 |
| QORVO INC(QRVO) | 197,900 | 161,700 | -36,200 | 16,804 | 14,728 | 2.83% | -2,076 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 369,100 | 281,700 | -87,400 | 25,974 | 18,091 | 3.48% | -7,883 |
| NVIDIA CORPORATION(NVDA) | 284,400 | 180,751 | -103,649 | 44,932 | 33,725 | 6.49% | -11,208 |
| CELESTICA INC(CLS) | 74,800 | 0 | -74,800 | 11,677 | 0 | — | -11,677 |
| SYNOPSYS INC(SNPS) | 33,300 | 0 | -33,300 | 17,072 | 0 | — | -17,072 |
| ADVANCED MICRO DEVICES INC(AMD) | 128,400 | 0 | -128,400 | 18,220 | 0 | — | -18,220 |
| APPLE INC(AAPL) | 99,400 | 0 | -99,400 | 20,394 | 0 | — | -20,394 |
| LAM RESEARCH CORP(LRCX) | 279,834 | 0 | -279,834 | 27,239 | 0 | — | -27,239 |
| COHERENT CORP(COHR) | 319,761 | 0 | -319,761 | 28,526 | 0 | — | -28,526 |
| TEXAS INSTRS INC(TXN) | 147,500 | 0 | -147,500 | 30,624 | 0 | — | -30,624 |