Q1 2026 Holdings
Filed 2026-05-18 | 10 holdings | $208.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sandisk Corp(SNDK) | COM | 80004C200 | $63.5M | 100,000 | 30.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $34.9M | 200,000 | 16.8% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $25.1M | 100,000 | 12.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $20.3M | 100,000 | 9.8% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $16.6M | 500,000 | 8.0% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $13.5M | 100,000 | 6.5% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $13.5M | 100,000 | 6.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.5M | 100,000 | 6.0% |
| Lemonade Inc(LMND) | COM | 52567D107 | $6.3M | 100,000 | 3.0% |
| Sound Group Inc(SOGP) | SPONSORED ADS | 53933L203 | $1.7M | 100,000 | 0.8% |