Q4 2022 Holdings
Filed 2023-02-06 | 20 holdings | $230.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $18.9M | 33,880 | 8.2% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $14.8M | 39,215 | 6.4% |
| Synopsys Inc(SNPS) | COM | 871607107 | $13.9M | 43,510 | 6.0% |
| Fabrinet(FN) | SHS | G3323L100 | $13.8M | 107,255 | 6.0% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $13.7M | 217,383 | 5.9% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $13.4M | 137,780 | 5.8% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $13.1M | 186,300 | 5.7% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $13.0M | 364,374 | 5.6% |
| Asml Holding N V(ASML) | NY REGISTRY SHS | N07059210 | $12.9M | 24,003 | 5.6% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $12.8M | 204,811 | 5.6% |
| Calix Inc(CALX) | COM | 13100M509 | $12.6M | 184,858 | 5.5% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $12.3M | 241,837 | 5.4% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $11.6M | 155,850 | 5.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.4M | 160,036 | 4.5% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $9.1M | 25,800 | 4.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.7M | 59,666 | 3.8% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $8.4M | 53,132 | 3.6% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $7.7M | 94,110 | 3.4% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $7.5M | 201,964 | 3.3% |
| Apple ORD(AAPL) | COM | 037833100 | $1.5M | 11,630 | 0.7% |