Q3 2026 Holdings
Filed 2026-11-03 | 4 holdings | $185.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bitdeer Technologies Group(BTDR) | CL A ORD SHS | G11448100 | $109.8M | 10,466,627 | 59.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $67.6M | 63,428 | 36.4% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $4.9M | 49,591 | 2.7% |
| Sandisk Corp(SNDK) | COM | 80004C200 | $3.3M | 1,900 | 1.8% |