Q1 2024 Holdings
Filed 2024-05-15 | 7 holdings | $331.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $69.6M | 77,000 | 21.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $53.0M | 2,980,000 | 16.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $48.9M | 910,000 | 14.7% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $46.4M | 35,000 | 14.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $44.1M | 152,000 | 13.3% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $37.6M | 800,000 | 11.3% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $31.9M | 450,000 | 9.6% |