Q2 2019 Holdings
Filed 2019-08-14 | 24 holdings | $84.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $43.8M | 1,441,404 | 52.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $23.6M | 573,471 | 28.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $16.0M | 94,400 | 19.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $51.5K | 456,235 | 0.1% |
| Xilinx Inc(XLNXEUR)Put | COM | 983919101 | $46.7K | 245,400 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $40.9K | 212,160 | 0.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $36.4K | 2,310,987 | 0.0% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $33.4K | 6,658,678 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $31.2K | 84,956 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $30.6K | 227,906 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $29.8K | 593,261 | 0.0% |
| Nvidia Corp(NVDA)Put | COM | 67066G104 | $29.5K | 179,500 | 0.0% |
| Sprint CorporationPut | COM | 85207U105 | $28.8K | 5,820,100 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $28.6K | 204,383 | 0.0% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $28.4K | 2,993,991 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $25.1K | 218,079 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $19.9K | 196,829 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $16.6K | 223,836 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $15.9K | 178,913 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $15.3K | 112,307 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $14.9K | 278,782 | 0.0% |
| II VI Inc | COM | 902104108 | $9.6K | 263,595 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $6.9K | 92,500 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $290 | 4,644 | 0.0% |