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CIK 0001922880 • 6 13F filings • May 14, 2025 – Jul 27, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | $8.9M | 3.6% | 197,895 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $10.9M | 4.4% | 5,470 SH | New |
| BOEING CO | COM | $27.1M | 10.9%Prev: 9.7% | 125,077 SH | Increased+38,478 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $9.6M | 3.9%Prev: 6.9% | 111,167 SH | Decreased-51,997 SH |
| CELESTICA INC | COM | $11.8M | 4.7%Prev: 6.3% | 32,232 SH | Decreased-43,478 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $10.0M | 4.0% | 36,835 SH | New |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | $9.8M | 4.0% | 175,875 SH | New |
| GDS HLDGS LTD | SPONSORED ADS | $9.5M | 3.8% | 314,960 SH | New |
| GE AEROSPACE | COM NEW | $19.6M | 7.9% | 52,385 SH | New |
| HOWMET AEROSPACE INC | COM | $11.9M | 4.8%Prev: 5.2% | 44,081 SH | Increased-8,259 SH |
| LUMENTUM HLDGS INC | COM | $5.1M | 2.0% | 5,910 SH | New |
| NOKIA CORP | SPONSORED ADR | $11.0M | 4.4% | 826,480 SH | New |
| NVIDIA CORPORATION | COM | $5.9M | 2.4%Prev: 9.4% | 29,519 SH | Decreased-81,892 SH |
| ROCKET LAB CORP | COM | $3.7M | 1.5% | 35,955 SH | New |
| SANDISK CORP | COM | $26.0M | 10.5% | 11,420 SH | New |
| SHERWIN WILLIAMS CO | COM | $16.1M | 6.5%Prev: 2.6% | 46,615 SH | Increased+32,474 SH |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $7.0M | 2.8% | 41,100 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $7.1M | 2.9% | 14,875 SH | New |
| TIMKEN CO | COM | $24.1M | 9.7% | 165,945 SH | New |
| WESTERN DIGITAL CORP | COM | $13.0M | 5.2% | 20,280 SH | New |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004492 |
| $201.8M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002810 | $247.8M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003112 | $187.7M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001558 | $199.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001793 | $82.3M | View |