Q1 2022 Holdings
Filed 2022-05-16 | 33 holdings | $161.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $129.9M | 1,187,763 | 80.5% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $30.3M | 498,977 | 18.8% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $100.6K | 161,524 | 0.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $77.2K | 2,010,362 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $72.4K | 149,095 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $72.0K | 2,018,743 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $64.3K | 328,457 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $63.5K | 884,991 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $60.2K | 25,637 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $56.0K | 51,990 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $55.3K | 1,488,537 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $51.7K | 440,734 | 0.0% |
| Tesla Inc(TSLA)Put | COM | 88160R101 | $51.5K | 38,790 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $46.5K | 913,126 | 0.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $45.4K | 1,961,868 | 0.0% |
| Ericsson(ERIC)Call | ADR B SEK 10 | 294821608 | $37.0K | 3,276,785 | 0.0% |
| Rivian Automotive Inc(RIVN) | COM CL A | 76954A103 | $36.8K | 731,778 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $36.6K | 159,545 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $34.5K | 111,982 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $33.5K | 218,994 | 0.0% |
| Nvidia Corporation(NVDA)Put | COM | 67066G104 | $33.5K | 99,530 | 0.0% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $29.1K | 3,188,587 | 0.0% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $21.1K | 3,868,164 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $19.3K | 127,352 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $16.8K | 152,601 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $10.5K | 100,462 | 0.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $8.5K | 1,072,689 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $7.4K | 48,173 | 0.0% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $4.9K | 275,267 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $2.3K | 151,074 | 0.0% |
| Nextera Energy Partners LP(XIFR) | COM UNIT PART IN | 65341B106 | $547 | 6,558 | 0.0% |
| Vontier Corporation(VNT) | COM | 928881101 | $405 | 15,970 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $237 | 2,801 | 0.0% |