| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.78% | 950,500 | $313,579,455 | -325,000 | -25.48% | $329.91 | 13F |
| ORCL | ORACLE CORP | 5.76% | 1,111,000 | $312,457,640 | -221,000 | -16.59% | $281.24 | 13F |
| SE | SEA LTD | 5.61% | 1,704,000 | $304,555,920 | -51,000 | -2.91% | $178.73 | 13F |
| NOW | SERVICENOW INC | 3.85% | 227,000 | $208,903,560 | -17,000 | -6.97% | $920.28 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 3.5% | 541,000 | $190,031,660 | -68,000 | -11.17% | $351.26 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.33% | 453,000 | $126,518,370 | -103,000 | -18.53% | $279.29 | 13F |