| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 13.58% | 289,095 | $80,741,343 | -69,662 | -19.42% | $279.29 | 13F |
| NVDA | NVIDIA CORPORATION | 8.68% | 276,675 | $51,622,022 | -75,907 | -21.53% | $186.58 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 6.83% | 251,113 | $40,627,572 | -41,675 | -14.23% | $161.79 | 13F |
| AVGO | BROADCOM INC | 5.51% | 99,305 | $32,761,713 | -23,166 | -18.92% | $329.91 | 13F |
| FROG | JFROG LTD | 4.61% | 579,265 | $27,416,612 | -29,505 | -4.85% | $47.33 | 13F |
| SE | SEA LTD | 2.08% | 69,303 | $12,386,525 | -51,327 | -42.55% | $178.73 | 13F |
| AMZN | AMAZON COM INC | 1.85% | 50,033 | $10,985,746 | -34,751 | -40.99% | $219.57 | 13F |
| GDS | GDS HLDGS LTD | 1.59% | 244,557 | $9,464,356 | -470,025 | -65.78% | $38.7 | 13F |
| CLBT | CELLEBRITE DI LTD | 1.12% | 357,755 | $6,629,200 | -195,000 | -35.28% | $18.53 | 13F |
| SNPS | SYNOPSYS INC | 0.29% | 3,500 | $1,726,865 | -204 | -5.51% | $493.39 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.14% | 2,412 | $847,239 | -3,544 | -59.5% | $351.26 | 13F |