Q2 2021 Holdings
Filed 2021-08-10 | 17 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.4M | 36,373 | 49.5% |
| Corning Inc(GLW) | COM | 219350105 | $2.0M | 48,430 | 28.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.5M | 27,548 | 21.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $5.1K | 36,068 | 0.1% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $4.6K | 6,667 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $4.2K | 72,941 | 0.1% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $4.0K | 19,461 | 0.1% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $3.9K | 26,372 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $3.8K | 19,211 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.7K | 13,662 | 0.1% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $3.4K | 33,628 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $2.3K | 5,769 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.0K | 3,559 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $1.9K | 3,315 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $1.5K | 39,215 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $1.2K | 21,184 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $959 | 3,432 | 0.0% |