Q2 2024 Holdings
Filed 2024-08-12 | 20 holdings | $72.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $7.3M | 45,295 | 10.2% |
| Teradyne Inc(TER) | COM | 880770102 | $6.0M | 40,500 | 8.3% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $5.4M | 10,800 | 7.6% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $4.8M | 57,600 | 6.6% |
| Sentinelone Inc(S) | CL A | 81730H109 | $4.7M | 225,000 | 6.6% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $4.7M | 67,500 | 6.6% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $4.4M | 12,600 | 6.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.3M | 22,500 | 6.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $4.2M | 5,400 | 5.9% |
| Netapp Inc(NTAP) | COM | 64110D104 | $4.2M | 32,400 | 5.8% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.9M | 19,800 | 5.5% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $3.3M | 54,000 | 4.5% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $2.3M | 20,000 | 3.2% |
| ARM Holdings PLC(ARM) | SPONSORED ADS | 042068205 | $2.1M | 12,600 | 2.9% |
| Samsara Inc(IOT) | COM CL A | 79589L106 | $2.0M | 60,000 | 2.8% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $2.0M | 63,000 | 2.8% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $2.0M | 45,000 | 2.8% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $1.9M | 14,000 | 2.6% |
| Dynatrace Inc(DT) | COM NEW | 268150109 | $1.3M | 30,000 | 1.9% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $999.8K | 4,000 | 1.4% |