Q4 2025 Holdings
Filed 2026-01-16 | 6 holdings | $188.0M | 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 | $101.9M | 1,172,900 | 54.2% |
| Indie Semiconductor Inc(INDI) | CLASS A COM | 45569U101 | $27.9M | 7,902,713 | 14.8% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $27.7M | 192,210 | 14.7% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $16.9M | 199,407 | 9.0% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $8.8M | 51,302 | 4.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.8M | 25,537 | 2.5% |