Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $86.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $19.2M | 211,000 | 22.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $13.2M | 152,000 | 15.3% |
| Coherent Corp(COHR) | COM | 19247G107 | $12.4M | 191,000 | 14.3% |
| Star Bulk Carriers Corp.(SBLK) | SHS PAR | Y8162K204 | $12.1M | 780,000 | 14.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $11.3M | 104,000 | 13.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $9.9M | 59,000 | 11.4% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $8.4M | 209,000 | 9.7% |