Q1 2026 Holdings
Filed 2026-05-07 | 3 holdings | $123.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corp(NVDA) | COM | 67066G104 | $62.7M | 359,650 | 51.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $45.7M | 135,213 | 37.1% |
| Ishares Msci South Korea ETF(EWY) | SHS | 464286772 | $14.7M | 119,102 | 11.9% |