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CIK 0001745907 • 6 13F filings • May 7, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGORA INC | ADS | $2.6M | 0.1%Prev: 0.2% | 645,700 SH | Decreased-1,041,375 SH |
| ALPHABET INC CAP STK | CL A | $92.2M | 4.3%Prev: 3.8% | 294,600 SH | Decreased-145,700 SH |
| ALPHABET INC CAP STK | CL C | $7.7M | 0.4%Prev: 2.2% | 24,600 SH | Decreased-225,400 SH |
| AMAZON COM INC | COM | $19.9M | 0.9% | 86,110 SH | New |
| APPLIED MATLS INC | COM | $36.2M | 1.7%Prev: 0.3% | 140,773 SH | Increased+94,587 SH |
| ARK ETF TR INNOVATION ETF | INNOVATION ETF | $33.8M | 1.6% | 439,000 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $132.4M | 6.2% | 123,710 SH | New |
| ASTERA LABS INC | COM | $16.6M | 0.8%Prev: 1.1% | 100,000 SH | Decreased-52,000 SH |
| AXT INC | COM | $22.7M | 1.1% | 1,390,730 SH | New |
| BITFARMS LTD | COM | $3.8M | 0.2% | 1,631,964 SH | New |
| BLOOM ENERGY CORP | COM CL A | $9.8M | 0.5%Prev: 0.3% | 113,100 SH | Increased+24,700 SH |
| BROADCOM INC | COM | $39.0M | 1.8%Prev: 2.6% | 112,580 SH | Decreased-104,030 SH |
| CELESTICA INC | COM | $10.1M | 0.5% | 34,110 SH | New |
| CENTRUS ENERGY CORP | CL A | $41.8M | 2.0%Prev: 1.4% | 172,300 SH | Increased+42,867 SH |
| CIENA CORP | COM NEW | $29.2M | 1.4%Prev: 0.7% | 124,810 SH | Increased-18,390 SH |
| CIPHER MINING INC | COM | $1.6M | 0.1% | 107,000 SH | New |
| CIRCLE INTERNET GROUP INC | COM CL A | $54.7M | 2.6%Prev: 1.4% | 689,628 SH | Increased+405,664 SH |
| CLEANSPARK INC | COM NEW | $4.9M | 0.2% | 486,000 SH | New |
| D-WAVE QUANTUM INC | COM | $1.8M | 0.1% | 67,300 SH | New |
| DELL TECHNOLOGIES INC | CL C | $75.5M | 3.6% | 600,000 SH | New |
| FTAI AVIATION LTD | SHS | $29.6M | 1.4% | 150,300 SH | New |
| HP INC | COM | $64.6M | 3.0% | 2,900,000 SH | New |
| HUT 8 CORP | COM | $4.5M | 0.2% | 97,387 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $152.7M | 7.2%Prev: 10.0% | 248,500 SH | Decreased-216,500 SH |
| IONQ INC | COM | $2.4M | 0.1% | 54,102 SH | New |
| IREN LIMITED | ORDINARY SHARES | $5.0M | 0.2%Prev: 0.1% | 133,500 SH | Increased+67,232 SH |
| ISHARES SILVER TR I | SHARES | $21.3M | 1.0% | 330,000 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $69.7M | 3.3%Prev: 1.9% | 231,500 SH | Increased+41,500 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $8.8M | 0.4% | 43,112 SH | New |
| LAM RESEARCH CORP | COM NEW | $32.6M | 1.5%Prev: 1.5% | 190,615 SH | Decreased-119,585 SH |
| LATTICE SEMICONDUCTOR CORP | COM | $8.3M | 0.4% | 113,400 SH | New |
| LUMENTUM HLDGS INC | COM | $72.9M | 3.4%Prev: 2.3% | 197,781 SH | Increased-192,565 SH |
| META PLATFORMS INC | CL A | $19.7M | 0.9% | 29,810 SH | New |
| MICRON TECHNOLOGY INC | COM | $38.7M | 1.8%Prev: 3.5% | 135,510 SH | Decreased-439,100 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $63.1M | 3.0%Prev: 1.5% | 754,000 SH | Increased+382,690 SH |
| NRG ENERGY INC | COM NEW | $637K | 0.0% | 4,000 SH | New |
| NUSCALE PWR CORP | CL A COM | $604K | 0.0% | 42,610 SH | New |
| NVIDIA CORPORATION | COM | $99.2M | 4.7%Prev: 26.5% | 532,010 SH | Decreased-3,416,017 SH |
| OKLO INC | COM CL A | $11.8M | 0.6% | 164,299 SH | New |
| ONDAS HLDGS INC | COM NEW | $6.7M | 0.3% | 690,000 SH | New |
| ORACLE CORP | COM | $72.3M | 3.4%Prev: 0.3% | 371,110 SH | Increased+336,510 SH |
| RIGETTI COMPUTING INC | COMMON STOCK | $1.8M | 0.1% | 81,000 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $5.9M | 0.3%Prev: 1.2% | 51,862 SH | Decreased-185,799 SH |
| ROCKET LAB CORP | COM | $16.8M | 0.8% | 241,334 SH | New |
| SANDISK CORP | COM | $82.5M | 3.9%Prev: 1.2% | 347,719 SH | Increased+53,906 SH |
| SUPERX AI TECHNOLOGY LTD USD | ORD SHS NEW | $8.1M | 0.4% | 513,592 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.1M | 0.1%Prev: 0.4% | 6,850 SH | Decreased-30,711 SH |
| TESLA INC | COM | $551.0M | 26.0%Prev: 17.2% | 1,225,259 SH | Increased+150,974 SH |
| TTM TECHNOLOGIES INC | COM | $12.7M | 0.6% | 184,548 SH | New |
| WESTERN DIGITAL CORP | COM | $20.9M | 1.0% | 121,259 SH | New |
| Q2 2026 |
| 13F-HR |
| 0001745907-26-000006 |
| $3.51B |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001745907-25-000037 | $1.93B | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001745907-26-000004 | $2.93B | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001745907-25-000034 | $1.26B | View |