Q2 2025 Holdings
Filed 2025-08-18 | 55 holdings | $52.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advance Micro Devices(AMD) | COM | 007903107 | $3.9M | 27,750 | 7.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.9M | 27,800 | 9.4% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $6.7M | 24,151 | 12.7% |
| Celestica Inc(CLS) | COM | 15101Q207 | $8.1M | 52,165 | 15.6% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $11.7M | 33,497 | 22.4% |