Q1 2019 Holdings
Filed 2019-05-15 | 19 holdings | $89.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $32.9M | 880,502 | 36.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $28.6M | 156,935 | 31.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $28.0M | 1,096,515 | 31.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $41.8K | 354,374 | 0.0% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $37.0K | 4,025,195 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $31.8K | 459,552 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $25.9K | 72,653 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $19.0K | 230,055 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $18.7K | 184,275 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $14.5K | 136,522 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $14.3K | 136,078 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $14.1K | 104,279 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $12.5K | 69,468 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $9.1K | 127,258 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $7.0K | 160,621 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $4.2K | 207,520 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $329 | 4,203 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $144 | 15,590 | 0.0% |
| Vivint Solar Inc(VSLR) | COM | 92854Q106 | $90 | 18,012 | 0.0% |