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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 10.89% | 596,545 | $1,356,382,263 | -203,042 | -25.39% | $2273.73 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 7.04% | 1,509,650 | $876,970,782 | 1,440,439 | 2081.23% | $580.91 | 13F |
| GOOGL | ALPHABET INC | 6.88% | 2,396,352 | $856,384,314 | -275,469 | -10.31% | $357.37 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 6.35% | 4,230,575 | $791,202,137 | 716,015 | 20.37% | $187.02 | 13F |
| ALAB | ASTERA LABS INC | 6.08% | 1,567,882 | $757,318,364 | 1,567,882 | New | $483.02 | 13F |
| AMZN | AMAZON COM INC | 4.68% | 2,447,732 | $583,392,445 | 628,293 | 34.53% | $238.34 | 13F |
| GLW | CORNING INC | 4.58% | 2,233,999 | $570,630,365 | -63,425 | -2.76% | $255.43 | 13F |
| MKSI | MKS INC. | 4.54% | 1,271,373 | $565,506,710 | -35,351 | -2.71% | $444.8 | 13F |
| CLS | CELESTICA INC | 4.32% | 1,476,430 | $538,601,664 | -41,771 | -2.75% | $364.8 | 13F |
| BE | BLOOM ENERGY CORP | 3.91% | 1,608,305 | $486,833,924 | -45,483 | -2.75% | $302.7 | 13F |
| COHR | COHERENT CORP | 3.87% | 1,222,035 | $482,056,146 | 246,987 | 25.33% | $394.47 | 13F |
| SITM | SITIME CORP | 3.36% | 560,701 | $418,036,238 | -16,232 | -2.81% | $745.56 | 13F |
| FN | FABRINET | 3.36% | 744,765 | $418,617,511 | 133,499 | 21.84% | $562.08 | 13F |
| FROG | JFROG LTD | 3.25% | 4,458,423 | $405,181,482 | -1,561,370 | -25.94% | $90.88 | 13F |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 3.02% | 988,785 | $376,104,150 | -186,206 | -15.85% | $380.37 | 13F |
| VIAV | VIAVI SOLUTIONS INC | 2.64% | 6,875,942 | $328,326,231 | 3,402,790 | 97.97% | $47.75 | 13F |
| LRCX | LAM RESEARCH CORP | 2.58% | 742,638 | $321,807,325 | -215,239 | -22.47% | $433.33 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.26% | 589,911 | $281,723,796 | -229,534 | -28.01% | $477.57 | 13F |
| CVNA | CARVANA CO | 2.25% | 4,267,080 | $280,859,206 | 3,389,526 | 386.25% | $65.82 | 13F |
| META | META PLATFORMS INC | 2.06% | 455,982 | $256,850,101 | -56,587 | -11.04% | $563.29 | 13F |
| WDC | WESTERN DIGITAL CORP | 2.05% | 400,687 | $255,926,801 | -11,319 | -2.75% | $638.72 | 13F |
| APP | APPLOVIN CORP | 1.91% | 461,611 | $237,835,836 | -233,926 | -33.63% | $515.23 | 13F |
| SNOW | SNOWFLAKE INC | 1.81% | 884,691 | $225,153,860 | 884,691 | New | $254.5 | 13F |
| TWLO | TWILIO INC | 1.36% | 821,768 | $169,555,391 | 821,768 | New | $206.33 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1.15% | 148,543 | $143,343,995 | 148,543 | New | $965 | 13F |
| KVYO | KLAVIYO INC | 0.67% | 5,528,166 | $83,475,307 | -1,297,040 | -19% | $15.1 | 13F |
| MDB | MONGODB INC | 0.61% | 224,648 | $75,459,263 | No Change | $335.9 | 13F | |
| NVDA | NVIDIA CORPORATION | 0.61% | 377,204 | $75,474,748 | -663,924 | -63.77% | $200.09 | 13F |
| PI | IMPINJ INC | 0.47% | 405,244 | $58,043,098 | No Change | $143.23 | 13F | |
| DUOL | DUOLINGO INC | 0.44% | 471,764 | $54,262,295 | No Change | $115.02 | 13F | |
| INTC | INTEL CORP | 0.29% | 259,903 | $36,290,256 | 259,903 | New | $139.63 | 13F |
| AAPL | APPLE INC | 0.23% | 99,766 | $28,868,290 | 3,153 | 3.26% | $289.36 | 13F |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.21% | 152,517 | $26,059,055 | 152,517 | New | $170.86 | 13F |
| AVGO | BROADCOM INC | 0.18% | 59,780 | $22,581,895 | -677,362 | -91.89% | $377.75 | 13F |
| CBRS | CEREBRAS SYSTEMS INC | 0.09% | 50,696 | $11,203,816 | 50,696 | New | $221 | 13F |
| AEIS | ADVANCED ENERGY INDS | -1,022,112 | Exited | 13F | ||||
| ARM | ARM HOLDINGS PLC | -452,384 | Exited | 13F | ||||
| CIEN | CIENA CORP | -231,267 | Exited | 13F | ||||
| MSFT | MICROSOFT CORP | -53,850 | Exited | 13F | ||||
| NFLX | NETFLIX INC. | -131,960 | Exited | 13F | ||||
| RBLX | ROBLOX CORP | -3,532,184 | Exited | 13F | ||||
| TSEM | TOWER SEMICONDUCTOR LTD | -1,066,737 | Exited | 13F |