Q3 2025 Holdings
Filed 2025-11-14 | 8 holdings | $161.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $45.0M | 136,300 | 27.8% |
| Astera Labs Inc(ALAB) | COM | 04626A103 | $42.7M | 218,112 | 26.4% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $27.4M | 188,000 | 16.9% |
| Micron Technology Inc(MU) | COM | 595112103 | $21.4M | 128,000 | 13.2% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $8.5M | 60,000 | 5.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.9M | 42,200 | 4.9% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $6.8M | 30,000 | 4.2% |
| Western Digital Corp(WDC) | COM | 958102105 | $2.0M | 17,000 | 1.3% |