Q4 2024 Holdings
Filed 2025-01-27 | 6 holdings | $106.8M | 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 | $43.2M | 642,337 | 40.4% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $33.6M | 1,513,377 | 31.5% |
| Indie Semiconductor Inc(INDI) | CLASS A COM | 45569U101 | $14.3M | 3,523,992 | 13.4% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $7.7M | 107,140 | 7.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.6M | 49,496 | 6.2% |
| Astera Labs Inc(ALAB) | COM | 04626A103 | $1.3M | 10,160 | 1.3% |