Q4 2021 Holdings
Filed 2022-01-26 | 7 holdings | $62.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $24.7K | 110,513 | 39.5% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $13.4K | 119,822 | 21.4% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $10.5K | 67,000 | 16.7% |
| Western Digital Corp.(WDC) | COM | 958102105 | $7.3K | 111,700 | 11.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $6.7K | 20,000 | 10.7% |
| SEA LTD(SE)Call | SPONSORD ADS | 81141R100 | $0 | 32,300 | 0.0% |
| Seagate Technology Hldngs PL(STX)Call | ORD SHS | G7997R103 | $0 | 56,200 | 0.0% |