Q1 2026 Holdings
Filed 2026-05-15 | 2 holdings | $280.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $140.6M | 200,000 | 50.1% |
| Sandisk Corp(SNDK) | COM | 80004C200 | $139.8M | 220,000 | 49.9% |