Q3 2024 Holdings
Filed 2024-11-08 | 17 holdings | $75.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Elastic N V(ESTC) | ORD SHS | N14506104 | $12.1M | 157,000 | 15.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.0M | 61,000 | 13.2% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $8.7M | 269,000 | 11.5% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $8.5M | 276,000 | 11.2% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $5.4M | 13,000 | 7.2% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $4.2M | 25,000 | 5.6% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $3.5M | 4,200 | 4.6% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $3.5M | 9,000 | 4.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.2M | 17,000 | 4.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $3.0M | 17,000 | 3.9% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $2.9M | 3,600 | 3.9% |
| Sentinelone Inc(S) | CL A | 81730H109 | $2.4M | 102,000 | 3.2% |
| Teradyne Inc(TER) | COM | 880770102 | $2.0M | 15,000 | 2.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.8M | 7,000 | 2.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.7M | 14,000 | 2.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.7M | 10,000 | 2.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.0M | 6,000 | 1.4% |