Q4 2022 Holdings
Filed 2023-02-13 | 10 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackberry LTD(BB) | COM | 09228F103 | $188.8M | 57,923,581 | 13.5% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $184.6M | 18,568,521 | 13.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $157.8M | 2,435,948 | 11.3% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $154.2M | 1,402,454 | 11.1% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $153.7M | 2,463,808 | 11.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $142.5M | 657,149 | 10.2% |
| Fisker Inc(SPAQUSD) | CL A COM STK | 33813J106 | $127.8M | 17,575,669 | 9.2% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $127.4M | 6,721,682 | 9.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $121.9M | 1,636,107 | 8.7% |
| Innoviz Technologies LTD(INVZ) | SHS | M5R635108 | $36.7M | 9,337,413 | 2.6% |