Q1 2023 Holdings
Filed 2023-05-15 | 20 holdings | $329.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $31.5M | 113,316 | 9.5% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $30.5M | 47,570 | 9.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $28.6M | 291,386 | 8.7% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $27.5M | 334,211 | 8.3% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $23.5M | 191,230 | 7.1% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $20.0M | 281,715 | 6.1% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $19.1M | 357,674 | 5.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $19.0M | 203,950 | 5.8% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $18.8M | 37,630 | 5.7% |
| Synopsys Inc(SNPS) | COM | 871607107 | $18.6M | 48,060 | 5.6% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $17.1M | 160,461 | 5.2% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $16.4M | 195,750 | 5.0% |
| Fabrinet(FN) | SHS | G3323L100 | $12.3M | 103,205 | 3.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $11.9M | 226,387 | 3.6% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $10.8M | 26,965 | 3.3% |
| Calix Inc(CALX) | COM | 13100M509 | $9.5M | 177,209 | 2.9% |
| Apple ORD(AAPL) | COM | 037833100 | $5.6M | 33,680 | 1.7% |
| Pure Storage Inc | CL A | 07462M102 | $3.7M | 145,600 | 1.1% |
| Charter Communicationsinc N(CHTR) | CL A | 16119P108 | $3.6M | 10,000 | 1.1% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $2.0M | 30,000 | 0.6% |