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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 14.57% | 975,000 | $1,125,432,750 | -690,000 | -41.44% | $1154.29 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 2.48% | 2,000,000 | $191,960,000 | -1,465,000 | -42.28% | $95.98 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 1.49% | 197,500 | $114,729,725 | -23,900 | -10.79% | $580.91 | 13F |
| QCOM | QUALCOMM INC | 0.6% | 250,000 | $46,197,500 | -248,613 | -49.86% | $184.79 | 13F |
| WHR | WHIRLPOOL CORP | 0.36% | 715,000 | $28,185,300 | -1,235,000 | -63.33% | $39.42 | 13F |