| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 16.6% | 358,757 | $81,254,873 | 39,012 | 12.2% | $226.49 | 13F |
| NVDA | NVIDIA CORPORATION | 11.38% | 352,582 | $55,704,430 | 30,867 | 9.59% | $157.99 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 8.49% | 292,788 | $41,546,617 | 37,118 | 14.52% | $141.9 | 13F |
| AVGO | BROADCOM INC | 6.9% | 122,471 | $33,759,131 | 469 | 0.38% | $275.65 | 13F |
| GTLB | GITLAB INC | 4.37% | 474,415 | $21,400,861 | 60,098 | 14.51% | $45.11 | 13F |
| META | META PLATFORMS INC | 4.06% | 26,905 | $19,858,311 | 2,970 | 12.41% | $738.09 | 13F |
| NXPI | NXP SEMICONDUCTORS N V | 1.02% | 22,890 | $5,001,236 | 2,870 | 14.34% | $218.49 | 13F |
| SNPS | SYNOPSYS INC | 0.39% | 3,704 | $1,898,967 | 29 | 0.79% | $512.68 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.37% | 5,956 | $1,835,341 | 45 | 0.76% | $308.15 | 13F |
| AAPL | APPLE INC | 0.35% | 8,276 | $1,697,987 | 1,909 | 29.98% | $205.17 | 13F |