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 | $1.3B | REDUCED |
| 2 | AMZNAMAZON COM INC | $1.0B | REDUCED |
| 3 | ANETARISTA NETWORKS INC | $804M | REDUCED |
| 4 | ASMLASML HLDG NV | $746M | REDUCED |
| 5 | CRDOCREDO TECHNOLOGY GROUP HOLDI | $702M | ADDED |
| 6 | AVGOBROADCOM INC | $701M | REDUCED |
| 7 | TERTERADYNE INC | $677M | REDUCED |
| 8 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $628M | REDUCED |
| 9 | AMATAPPLIED MATLS INC | $587M | ADDED |
| 10 | EQIXEQUINIX INC | $524M | REDUCED |
| 11 | METAMETA PLATFORMS INC | $520M | ADDED |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | $444M | REDUCED |
| 13 | RTXRTX CORPORATION | $395M | ADDED |
| 14 | AKAMAKAMAI TECHNOLOGIES INC | $379M | REDUCED |
| 15 | XYZBLOCK INC | $379M | ADDED |
| 16 | MKSIMKS INC. | $370M | ADDED |
| 17 | HDHOME DEPOT INC | $369M | ADDED |
| 18 | ADIANALOG DEVICES INC | $361M | ADDED |
| 19 | ASAMER SPORTS INC | $326M | ADDED |
| 20 | PGPROCTER & GAMBLE CO | $303M | ADDED |
| 21 | TMUST-MOBILE US INC | $303M | ADDED |
| 22 | FIXCOMFORT SYS USA INC | $302M | ADDED |
| 23 | COFCAPITAL ONE FINL CORP | $301M | ADDED |
| 24 | ISRGINTUITIVE SURGICAL INC | $293M | ADDED |
| 25 | AMDADVANCED MICRO DEVICES INC | $288M | 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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