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CIK 0001872766 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLEGRO MICROSYSTEMS INC | COM | $12.7M | 3.2% | 505,600 SH | |
| BLACKBERRY LTD | COM | $6.3M | 1.6% | 1,678,258 SH | |
| BORGWARNER INC | COM | $52.4M | 13.1% | 1,830,500 SH | |
| DOW INC | COM | $29.7M | 7.4% | 850,157 SH | |
| GENERAL MTRS CO | COM | $27.9M | 7.0% | 594,300 SH | |
| HUNTSMAN CORP | COM | $52.9M | 13.2% | 3,348,553 SH | |
| INNOVIZ TECHNOLOGIES LTD | SHS | $3.0M | 0.7% | 4,546,387 SH | |
| MOBILEYE GLOBAL INC | COMMON CLASS A | $10.5M | 2.6% | 728,944 SH | |
| ON SEMICONDUCTOR CORP | COM | $53.6M | 13.4% | 1,317,968 SH | |
| PPG INDS INC | COM | $19.5M | 4.9% | 178,400 SH | |
| QUALCOMM INC | COM | $34.2M | 8.6% | 222,600 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $43.8M | 11.0% | 264,000 SH | |
| VISTEON CORP | COM NEW | $52.9M | 13.2% | 681,683 SH |
| 13F-HR |
| 0001872766-26-000006 |
| $852.9M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001872766-25-000008 | $310.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001872766-26-000004 | $724.8M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001872766-25-000004 | $399.5M | View |