Q1 2025 Holdings
Filed 2025-05-14 | 54 holdings | $38.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $4.0M | 24,151 | 10.4% |
| Celestica Inc(CLS) | COM | 15101Q207 | $4.1M | 52,165 | 10.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.3M | 27,800 | 11.2% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $8.9M | 33,497 | 22.8% |