Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
---|---|---|---|---|---|---|---|---|
TSM | TAIWAN SEMICONDUCTOR MFG LTD | 14.24% | 346,504 | $60,177,350 | 4,702 | 1.38% | $173.67 | 13F |
AMD | ADVANCED MICRO DEVICES INC | 9.03% | 232,458 | $38,141,709 | 84,482 | 57.09% | $164.08 | 13F |
FROG | JFROG LTD | 6.52% | 948,515 | $27,544,876 | 336,515 | 54.99% | $29.04 | 13F |
AVGO | BROADCOM INC | 5.34% | 130,900 | $22,580,250 | 117,326 | 864.34% | $172.5 | 13F |
AMZN | AMAZON COM INC | 5.21% | 118,107 | $22,006,877 | 107 | 0.09% | $186.33 | 13F |
BE | BLOOM ENERGY CORP | 3.42% | 1,366,994 | $14,435,457 | 467,113 | 51.91% | $10.56 | 13F |
CLBT | CELLEBRITE DI LTD | 3.22% | 808,235 | $13,610,677 | 323,269 | 66.66% | $16.84 | 13F |
NCNO | NCINO INC | 1.87% | 249,968 | $7,896,489 | 22,772 | 10.02% | $31.59 | 13F |
NXPI | NXP SEMICONDUCTORS N V | 0.1% | 1,825 | $438,018 | 362 | 24.74% | $240.01 | 13F |
MU | MICRON TECHNOLOGY INC | 0.05% | 2,000 | $207,420 | 369 | 22.62% | $103.71 | 13F |