Fund HoldingsCISCO SYSTEMS, INC.

Total Portfolio Value
$405.22M
Total Bought
$86.17M
Total Sold
$56.85M
Net Transaction
+$29.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR060,000+60,000044,93311.09%+44,933
SPACE EXPLORATION TECHN CORP0237,375+237,375040,55810.01%+40,558
COREWEAVE INC.(CRWV)1,063,9801,063,980082,427105,90926.14%+23,482
ISHARES TR1,372,5001,297,500-75,000195,485213,14052.60%+17,655
NAVAN INC(NAVN)021,398+21,39804890.12%+489
RUBRIK INC(RBRK)02,319+2,31901860.05%+186
ISHARES TR60,0000-60,00039,1930-39,193
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