Q4 2024 Holdings
Filed 2025-02-14 | 8 holdings | $91.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $34.6M | 300,000 | 38.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $22.6M | 168,000 | 24.8% |
| Star Bulk Carriers Corp.(SBLK) | SHS PAR | Y8162K204 | $11.1M | 740,000 | 12.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $7.9M | 34,000 | 8.7% |
| Coherent Corp(COHR) | COM | 19247G107 | $7.6M | 80,000 | 8.3% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $5.0M | 45,000 | 5.5% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $2.1M | 3,000 | 2.3% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $330.5K | 5,150 | 0.4% |