Follow to mirror this book and get an email + MCP alert the moment a new 13F is filed. The positions below are the latest disclosed holdings you can copy: data, not investment advice.
| # | Holding | Value | Change |
|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $2.8B | ADDED |
| 2 | AMDADVANCED MICRO DEVICES INC | $1.7B | REDUCED |
| 3 | MUMICRON TECHNOLOGY INC | $1.4B | ADDED |
| 4 | SNDKSANDISK CORP | $1.1B | REDUCED |
| 5 | LRCXLAM RESEARCH CORP | $1.0B | ADDED |
| 6 | STXSEAGATE TECHNOLOGY HLDNGS PL | $950M | ADDED |
| 7 | INTCINTEL CORP | $937M | REDUCED |
| 8 | KLACKLA CORP | $883M | ADDED |
| 9 | AVGOBROADCOM INC | $805M | REDUCED |
| 10 | GLWCORNING INC | $781M | REDUCED |
| 11 | GOOGLALPHABET INC | $685M | ADDED |
| 12 | COHRCOHERENT CORP | $617M | REDUCED |
| 13 | GOOGALPHABET INC | $611M | ADDED |
| 14 | PANWPALO ALTO NETWORKS INC | $570M | NEW |
| 15 | METAMETA PLATFORMS INC | $529M | REDUCED |
| 16 | WDCWESTERN DIGITAL CORP | $507M | REDUCED |
| 17 | AAPLAPPLE INC | $451M | ADDED |
| 18 | ANETARISTA NETWORKS INC | $430M | ADDED |
| 19 | CLSCELESTICA INC | $418M | ADDED |
| 20 | CRWDCROWDSTRIKE HLDGS INC | $411M | NEW |
| 21 | FLEXFLEX LTD | $404M | REDUCED |
| 22 | TTMITTM TECHNOLOGIES INC | $368M | REDUCED |
| 23 | GEVGE VERNOVA INC | $358M | ADDED |
| 24 | FORMFORMFACTOR INC | $343M | REDUCED |
| 25 | SNOWSNOWFLAKE INC | $339M | ADDED |
Holdings sourced from SEC EDGAR 13F-HR filings, public domain. 13F is reported quarterly, ~45 days after quarter end: a lagged, longs-only snapshot, not a real-time book. Following is data, not investment advice.
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