Q1 2026 Holdings
Filed 2026-05-05 | 6 holdings | $76.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $41.5M | 237,716 | 54.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $14.8M | 51,630 | 19.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $12.6M | 37,239 | 16.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.1M | 17,967 | 8.0% |
| Sandisk Corp(SNDK) | COM | 80004C200 | $762.4K | 1,200 | 1.0% |
| Ishares Msci South Korea ETF(EWY) | MSCI STH KOR ETF | 464286772 | $475.6K | 3,866 | 0.6% |