Q3 2022 Holdings
Filed 2022-10-21 | 18 holdings | $25.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Inc(CALX) | COM | 13100M509 | $10.5M | 172,000 | 41.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.2M | 129,380 | 32.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $6.6M | 162,767 | 25.9% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $15.7K | 252,084 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $15.2K | 34,130 | 0.1% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $14.8K | 242,730 | 0.1% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $14.0K | 46,365 | 0.1% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $13.5K | 434,800 | 0.1% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $12.6K | 243,703 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $10.4K | 34,000 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.6K | 78,970 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $9.5K | 221,438 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $9.5K | 26,030 | 0.0% |
| Asml Holding N V(ASML) | NY REGISTRY SHS | N07059210 | $7.4K | 17,503 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $7.0K | 85,948 | 0.0% |
| Fabrinet(FN) | SHS | G3323L100 | $6.1K | 64,065 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $4.4K | 147,949 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $3.4K | 23,021 | 0.0% |