Q1 2025 Holdings
Filed 2025-05-09 | 15 holdings | $51.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $7.0M | 174,000 | 13.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.1M | 49,500 | 9.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $4.8M | 6,000 | 9.2% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $4.4M | 57,000 | 8.5% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $4.1M | 17,000 | 8.0% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $3.7M | 78,300 | 7.1% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $3.1M | 10,800 | 6.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $3.0M | 96,000 | 5.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $2.9M | 47,690 | 5.6% |
| Celestica Inc(CLS) | COM | 15101Q207 | $2.8M | 36,000 | 5.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.7M | 14,000 | 5.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.5M | 15,000 | 4.8% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $2.2M | 25,000 | 4.3% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $1.8M | 29,700 | 3.5% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.8M | 10,800 | 3.5% |