Q3 2024 Holdings
Filed 2024-11-14 | 10 holdings | $150.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $52.2M | 430,000 | 34.8% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $39.1M | 330,000 | 26.0% |
| Apple Inc(AAPL) | COM | 037833100 | $14.0M | 60,000 | 9.3% |
| Star Bulk Carriers Corp.(SBLK) | SHS PAR | Y8162K204 | $12.8M | 540,000 | 8.5% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $11.1M | 146,150 | 7.4% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $9.6M | 71,230 | 6.4% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $3.6M | 15,000 | 2.4% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $3.2M | 45,000 | 2.2% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $2.5M | 3,000 | 1.7% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $2.1M | 70,000 | 1.4% |