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CIK 0001753384 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED ENERGY INDS | COM | $97.1M | 4.8%Prev: 4.3% | 463,939 SH | Increased-3,362 SH |
| ALLEGRO MICROSYSTEMS INC | COM | $49.9M | 2.5%Prev: 1.8% | 1,890,072 SH | Increased+715,119 SH |
| AMPHENOL CORP NEW | CL A | $98.4M | 4.8%Prev: 5.4% | 728,059 SH | Decreased-81,837 SH |
| APPLIED MATLS INC | COM | $103.9M | 5.1%Prev: 3.5% | 404,442 SH | Increased+89,364 SH |
| ASTERA LABS INC | COM | $51.4M | 2.5% | 309,013 SH | New |
| BROADCOM INC | COM | $90.3M | 4.4%Prev: 5.4% | 260,894 SH | Decreased-42,464 SH |
| CAMTEK LTD | ORD | $73.8M | 3.6%Prev: 3.4% | 693,720 SH | Increased+89,461 SH |
| CIENA CORP | COM NEW | $100.3M | 4.9%Prev: 5.6% | 428,787 SH | Decreased-288,954 SH |
| FABRINET | SHS | $78.9M | 3.9%Prev: 5.5% | 173,298 SH | Decreased-105,633 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $65.3M | 3.2%Prev: 3.3% | 2,716,725 SH | Increased+214,713 SH |
| KLA CORP | COM NEW | $87.1M | 4.3%Prev: 5.1% | 71,648 SH | Decreased-16,608 SH |
| LUMENTUM HLDGS INC | COM | $123.1M | 6.1%Prev: 6.0% | 333,949 SH | Increased-351,761 SH |
| MACOM TECH SOLUTIONS HLDGS I | COM | $103.8M | 5.1%Prev: 4.6% | 606,169 SH | Increased-78,605 SH |
| MICRON TECHNOLOGY INC | COM | $102.7M | 5.1% | 359,680 SH | New |
| MONOLITHIC PWR SYS INC | COM | $64.1M | 3.2%Prev: 3.8% | 70,723 SH | Decreased-6,868 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $71.1M | 3.5% | 185,485 SH | New |
| NOKIA CORP | SPONSORED ADR | $104.2M | 5.1% | 16,111,905 SH | New |
| NVIDIA CORPORATION | COM | $136.7M | 6.7%Prev: 7.6% | 732,949 SH | Decreased-21,151 SH |
| ON SEMICONDUCTOR CORP | COM | $58.8M | 2.9%Prev: 3.7% | 1,085,296 SH | Decreased-322,607 SH |
| SENSATA TECHNOLOGIES HLDG PL | SHS | $42.8M | 2.1%Prev: 2.0% | 1,284,898 SH | Increased+84,262 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $119.7M | 5.9%Prev: 6.1% | 394,038 SH | Increased-11,330 SH |
| TE CONNECTIVITY PLC | ORD SHS | $67.0M | 3.3% | 294,566 SH | New |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $95.3M | 4.7%Prev: 3.6% | 811,470 SH | Increased-113,732 SH |
| UNIVERSAL DISPLAY CORP | COM | $46.9M | 2.3% | 401,726 SH | New |
| 13F-HR |
| 0001420506-26-001828 |
| $2.73B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002028 | $1.71B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001142 | $2.09B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001171 | $1.23B | View |