Q3 2019 Holdings
Filed 2019-11-14 | 25 holdings | $83.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $38.0M | 1,310,580 | 45.4% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $22.7M | 577,842 | 27.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $22.6M | 135,331 | 27.1% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $33.5K | 6,617,093 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.5K | 226,457 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $27.2K | 211,062 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $27.0K | 504,006 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $22.4K | 368,077 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $21.3K | 258,848 | 0.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $20.9K | 1,780,114 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $20.3K | 136,935 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $19.3K | 108,183 | 0.0% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $18.4K | 2,304,797 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $17.6K | 112,809 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $17.3K | 219,517 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $14.0K | 107,196 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $13.5K | 177,159 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $10.9K | 97,764 | 0.0% |
| II VI Inc | COM | 902104108 | $9.4K | 265,143 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $6.8K | 54,160 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $5.5K | 128,196 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $4.8K | 49,580 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $678 | 20,000 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $449 | 20,190 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $322 | 2,229 | 0.0% |