Q3 2021 Holdings
Filed 2021-10-26 | 8 holdings | $69.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $23.4K | 73,313 | 33.6% |
| Cree Inc | COM | 225447101 | $12.1K | 149,866 | 17.4% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $9.1K | 82,825 | 13.1% |
| Western Digital Corp.(WDC) | COM | 958102105 | $7.9K | 140,000 | 11.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.7K | 32,356 | 9.6% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $5.5K | 33,000 | 7.9% |
| Seagate Technology Hldngs PL(STX) | ORD SHS | G7997R103 | $4.8K | 154,200 | 6.9% |