Q1 2026 Holdings
Filed 2026-05-13 | 14 holdings | $100.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $16.6M | 95,141 | 16.6% |
| MKS Inc.(MKSI) | COM | 55306N104 | $16.3M | 71,028 | 16.3% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $10.1M | 754,424 | 10.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $9.5M | 30,797 | 9.5% |
| Qnity Electronics Inc(Q) | COM | 74743L100 | $8.8M | 76,315 | 8.8% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $5.6M | 1,525,195 | 5.6% |
| Sandisk Corp(SNDK) | COM | 80004C200 | $5.6M | 8,780 | 5.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.4M | 25,830 | 5.4% |
| Corning Inc(GLW) | COM | 219350105 | $4.9M | 35,687 | 4.8% |
| Synopsys Inc(SNPS) | COM | 871607107 | $4.8M | 12,084 | 4.8% |
| Intel Corp(INTC) | COM | 458140100 | $4.4M | 100,047 | 4.4% |
| Entegris Inc(ENTG) | COM | 29362U104 | $4.3M | 36,546 | 4.3% |
| Coherent Corp(COHR) | COM | 19247G107 | $2.2M | 9,047 | 2.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.7M | 13,872 | 1.7% |