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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 8.68% | 149,800 | $46,364,598 | 6,021 | 4.19% | $309.51 | 13F |
| MKSI | MKS INC. | 5.26% | 122,264 | $28,097,490 | 102,682 | 524.37% | $229.81 | 13F |
| FROG | JFROG LTD | 5.05% | 575,000 | $26,984,750 | 113,000 | 24.46% | $46.93 | 13F |
| AMZN | AMAZON COM INC | 4.87% | 124,800 | $25,992,096 | 55,300 | 79.57% | $208.27 | 13F |
| GTLB | GITLAB INC | 4.74% | 1,170,000 | $25,318,800 | 110,000 | 10.38% | $21.64 | 13F |
| AMKR | AMKOR TECHNOLOGY INC | 3.43% | 406,990 | $18,326,760 | 119,095 | 41.37% | $45.03 | 13F |
| CLBT | CELLEBRITE DI LTD | 1.65% | 640,925 | $8,831,947 | 148,170 | 30.07% | $13.78 | 13F |
| NXPI | NXP SEMICONDUCTORS N V | 0.94% | 25,500 | $5,019,930 | 573 | 2.3% | $196.86 | 13F |
| ADI | ANALOG DEVICES INC | 0.63% | 10,500 | $3,340,470 | 348 | 3.43% | $318.14 | 13F |
| GDS | GDS HLDGS LTD | 0.54% | 71,642 | $2,886,456 | 6,370 | 9.76% | $40.29 | 13F |