Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 0 | 24,793 | +24,793 | 0 | 28,618 | 3.61% | +28,618 |
| SANDISK CORP(SNDK) | 0 | 12,517 | +12,517 | 0 | 28,460 | 3.59% | +28,460 |
| ALPHABET INC(GOOG) | 366,330 | 372,830 | +6,500 | 105,342 | 133,238 | 16.82% | +27,896 |
| NVIDIA CORPORATION(NVDA) | 2,368,600 | 2,118,600 | -250,000 | 413,107 | 423,911 | 53.51% | +10,803 |
| SPACE EXPLORATION TECHN CORP | 0 | 18,700 | +18,700 | 0 | 3,195 | 0.40% | +3,195 |
| ALPHABET INC(GOOG) | 3,375 | 3,375 | 0 | 968 | 1,192 | 0.15% | +224 |
| APPLE INC(AAPL) | 700,000 | 600,000 | -100,000 | 177,653 | 173,616 | 21.91% | -4,037 |