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CIK 0001652026 • 4 13F filings • Feb 5, 2026 – Jul 29, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLIED OPTOELECTRONICS INC | COM | $7.4M | 0.9% | 49,988 SH | New |
| AXT INC | COM | $38.7M | 4.7% | 536,706 SH | New |
| INTEL CORP | COM | $56.4M | 6.9% | 403,757 SH | New |
| MARVELL TECHNOLOGY INC | COM | $54.8M | 6.7% | 184,000 SH | New |
| MICRON TECHNOLOGY INC | COM | $626.8M | 76.7% | 542,994 SH | New |
| SANDISK CORP | COM | $29.6M | 3.6% | 13,000 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $3.4M | 0.4% | 20,000 SH | New |
| Q1 2026 |
| 13F-HR |
| 0001652026-26-000008 |
| $81.7M |
| View |