Q2 2023 Holdings
Filed 2023-08-14 | 4 holdings | $125.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $66.8M | 158,000 | 53.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $32.5M | 285,000 | 25.9% |
| Cameco Corp(CCJ) | COM | 13321L108 | $22.6M | 720,000 | 18.0% |
| Coherent Corp(COHR) | COM | 19247G107 | $3.3M | 65,000 | 2.6% |