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CIK 0002127793 • 3 13F filings • May 20, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $25.1M | 9.0% | 79,857 SH | New |
| APPLIED OPTOELECTRONICS INC | COM | $2.3M | 0.8% | 67,223 SH | New |
| AXT INC | COM | $49.7M | 17.9% | 3,042,281 SH | New |
| BROADCOM INC | COM | $1.1M | 0.4% | 3,040 SH | New |
| CORNING INC | COM | $4.6M | 1.6% | 52,187 SH | New |
| FAIR ISAAC CORP | COM | $1.7M | 0.6% | 1,030 SH | New |
| INTEL CORP | COM | $33.9M | 12.2%Prev: 16.2% | 919,396 SH | Decreased-523,514 SH |
| JOYY INC | ADS REPSTG COM A | $7.3M | 2.6% | 112,924 SH | New |
| LAM RESEARCH CORP | COM NEW | $5.2M | 1.9%Prev: 1.8% | 30,282 SH | Decreased-21,612 SH |
| LUMENTUM HLDGS INC | COM | $9.7M | 3.5% | 26,405 SH | New |
| MERCADOLIBRE INC | COM | $179K | 0.1% | 89 SH | New |
| MICRON TECHNOLOGY INC | COM | $15.6M | 5.6%Prev: 0.5% | 54,689 SH | Increased+49,849 SH |
| MODINE MFG CO | COM | $4.9M | 1.8% | 36,789 SH | New |
| NVIDIA CORPORATION | COM | $30.1M | 10.9% | 161,501 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $7.2M | 2.6%Prev: 14.6% | 63,734 SH | Decreased-1,736,192 SH |
| SANDISK CORP | COM | $42.4M | 15.3% | 178,608 SH | New |
| SPDR GOLD TR | GOLD SHS | $12.0M | 4.3% | 30,323 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.8M | 1.7% | 15,850 SH | New |
| UNITEDHEALTH GROUP INC | COM | $8.8M | 3.2% | 26,690 SH | New |
| VIKING HOLDINGS LTD | ORD SHS | $10.4M | 3.8% | 146,110 SH | New |
| 13F-HR |
| 0002127793-26-000008 |
| $1.07B |
| View |