Q3 2025 Holdings
Filed 2025-10-27 | 6 holdings | $176.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $101.7M | 1,202,792 | 57.5% |
| Indie Semiconductor Inc(INDI) | CLASS A COM | 45569U101 | $31.0M | 7,611,602 | 17.5% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $19.7M | 135,186 | 11.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $13.5M | 160,732 | 7.6% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $6.5M | 48,500 | 3.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.5M | 24,150 | 2.5% |