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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.95% | 225,949 | $107,906,464 | -1,636 | -0.72% | $477.57 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 7.05% | 109,500 | $63,609,645 | -109,751 | -50.06% | $580.91 | 13F |
| FROG | JFROG LTD | 5.18% | 514,500 | $46,757,760 | -60,500 | -10.52% | $90.88 | 13F |
| MKSI | MKS INC. | 5.11% | 103,800 | $46,170,240 | -18,464 | -15.1% | $444.8 | 13F |
| NVDA | NVIDIA CORPORATION | 3.03% | 136,720 | $27,356,305 | -135,494 | -49.77% | $200.09 | 13F |
| AMZN | AMAZON COM INC | 1.35% | 51,000 | $12,155,340 | -73,800 | -59.13% | $238.34 | 13F |
| NXPI | NXP SEMICONDUCTORS N V | 0.72% | 23,003 | $6,464,533 | -2,497 | -9.79% | $281.03 | 13F |