Q3 2021 Holdings
Filed 2021-11-03 | 12 holdings | $14.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allegro Microsystems Inc(ALGM) | COM | 01749D105 | $8.3M | 259,000 | 56.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $6.3M | 60,900 | 42.8% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $34.5K | 753,000 | 0.2% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $28.6K | 564,806 | 0.2% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $10.1K | 166,800 | 0.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $6.0K | 18,720 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $4.6K | 13,600 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $4.5K | 30,100 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $4.5K | 3,300 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $2.9K | 11,200 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.4K | 21,700 | 0.0% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $1.6K | 798,000 | 0.0% |