Q2 2022 Holdings
Filed 2022-08-10 | 17 holdings | $19.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $9.8M | 127,680 | 50.5% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $9.4M | 205,467 | 48.6% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $17.7K | 36,530 | 0.1% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $17.0K | 53,415 | 0.1% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $16.0K | 275,330 | 0.1% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $13.7K | 271,684 | 0.1% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $13.3K | 288,853 | 0.1% |
| Applied Material Matls Inc(AMAT) | COM | 038222105 | $13.2K | 145,048 | 0.1% |
| Semtech Corp(SMTC) | COM | 816850101 | $13.1K | 237,900 | 0.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $12.4K | 284,538 | 0.1% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $12.0K | 382,200 | 0.1% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $9.5K | 24,750 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.3K | 47,970 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $7.2K | 48,821 | 0.0% |
| Fabrinet(FN) | SHS | G3323L100 | $6.2K | 76,065 | 0.0% |
| Asml Holding N V(ASML) | NY REGISTRY SHS | N07059210 | $4.7K | 9,803 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $1.6K | 18,168 | 0.0% |