Q2 2025 Holdings
Filed 2025-08-14 | 8 holdings | $88.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $38.2M | 138,550 | 43.2% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $13.4M | 109,000 | 15.1% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $8.9M | 96,000 | 10.0% |
| Star Bulk Carriers Corp.(SBLK) | SHS PAR | Y8162K204 | $8.6M | 500,000 | 9.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $7.4M | 60,000 | 8.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.4M | 40,200 | 7.2% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $3.6M | 47,000 | 4.1% |
| Coherent Corp(COHR) | COM | 19247G107 | $2.1M | 23,000 | 2.3% |