Q2 2026 Holdings
Filed 2026-08-11 | 55 holdings | $240.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applovin Corp(APP) | COM CL A | 03831W108 | $14.4M | 28,037 | 6.0% |
| Celestica Inc(CLS) | COM | 15101Q207 | $14.6M | 40,047 | 6.1% |
| Advance Micro Devices(AMD) | COM | 007903107 | $16.1M | 27,750 | 6.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $19.9M | 99,478 | 8.3% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $23.9M | 79,050 | 9.9% |