Q3 2025 Holdings
Filed 2025-11-13 | 55 holdings | $68.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advance Micro Devices(AMD) | COM | 007903107 | $4.5M | 27,750 | 6.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.8M | 27,800 | 9.9% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $8.0M | 24,151 | 11.7% |
| Celestica Inc(CLS) | COM | 15101Q207 | $9.9M | 40,047 | 14.5% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $20.1M | 28,037 | 29.6% |