Q1 2023 Holdings
Filed 2023-05-12 | 12 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackberry LTD(BB) | COM | 09228F103 | $219.7M | 48,179,313 | 14.4% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $195.1M | 1,529,204 | 12.8% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $167.9M | 7,716,390 | 11.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $164.3M | 743,212 | 10.8% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $139.4M | 888,800 | 9.1% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $135.9M | 12,235,656 | 8.9% |
| Fisker Inc(SPAQUSD) | CL A COM STK | 33813J106 | $115.1M | 18,750,000 | 7.6% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $112.3M | 1,206,816 | 7.4% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $87.5M | 219,137 | 5.7% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $79.2M | 962,678 | 5.2% |
| Western Digital Corp.(WDC) | COM | 958102105 | $70.6M | 1,874,500 | 4.6% |
| Innoviz Technologies LTD(INVZ) | SHS | M5R635108 | $37.2M | 10,614,413 | 2.4% |