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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 6.56% | 799,587 | $508,009,605 | -203,979 | -20.33% | $635.34 | 13F |
| CLS | CELESTICA INC | 5.52% | 1,518,201 | $427,646,858 | -364,190 | -19.35% | $281.68 | 13F |
| AMZN | AMAZON COM INC | 4.89% | 1,819,439 | $378,934,561 | -38,439 | -2.07% | $208.27 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 4.42% | 3,514,560 | $342,388,435 | -761,760 | -17.81% | $97.42 | 13F |
| FN | FABRINET | 4.12% | 611,266 | $318,787,444 | -4,781 | -0.78% | $521.52 | 13F |
| GLW | CORNING INC | 4.03% | 2,297,424 | $312,380,741 | -372,356 | -13.95% | $135.97 | 13F |
| APP | APPLOVIN CORP | 3.58% | 695,537 | $276,823,726 | -112,819 | -13.96% | $398 | 13F |
| CVNA | CARVANA CO | 3.56% | 877,554 | $275,885,427 | -193,248 | -18.05% | $314.38 | 13F |
| COHR | COHERENT CORP | 3% | 975,048 | $232,266,184 | -119,709 | -10.93% | $238.21 | 13F |
| AVGO | BROADCOM INC | 2.95% | 737,142 | $228,152,820 | -294,590 | -28.55% | $309.51 | 13F |
| RBLX | ROBLOX CORP | 2.58% | 3,532,184 | $199,780,327 | -572,929 | -13.96% | $56.56 | 13F |
| SITM | SITIME CORP | 2.57% | 576,933 | $199,243,812 | -121,606 | -17.41% | $345.35 | 13F |
| NVDA | NVIDIA CORPORATION | 2.35% | 1,041,128 | $181,572,723 | -160,567 | -13.36% | $174.4 | 13F |
| CIEN | CIENA CORP | 1.16% | 231,267 | $89,784,787 | -662,216 | -74.12% | $388.23 | 13F |
| MDB | MONGODB INC | 0.71% | 224,648 | $54,987,091 | -375,322 | -62.56% | $244.77 | 13F |
| DUOL | DUOLINGO INC | 0.6% | 471,764 | $46,501,777 | -404,882 | -46.19% | $98.57 | 13F |
| PI | IMPINJ INC | 0.54% | 405,244 | $41,618,559 | -482,028 | -54.33% | $102.7 | 13F |