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CIK 0001569049 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $47.0M | 7.2%Prev: 6.8% | 219,487 SH | Increased-31,626 SH |
| ALPHABET INC | CAP STK CL A | $42.1M | 6.5%Prev: 5.0% | 134,500 SH | Increased+12,000 SH |
| AMAZON COM INC | COM | $16.0M | 2.5%Prev: 1.8% | 69,500 SH | Increased+19,467 SH |
| AMKOR TECHNOLOGY INC | COM | $11.4M | 1.7% | 287,895 SH | New |
| AMPLITUDE INC | COM CL A | $17.4M | 2.7% | 1,500,000 SH | New |
| ANALOG DEVICES INC | COM | $2.8M | 0.4%Prev: 0.3% | 10,152 SH | Increased+3,384 SH |
| APPLE INC | COM | $2.7M | 0.4%Prev: 0.5% | 10,039 SH | Increased-628 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $11.8M | 1.8%Prev: 3.0% | 10,988 SH | Decreased-7,497 SH |
| ATLASSIAN CORPORATION | CL A | $10.3M | 1.6% | 63,272 SH | New |
| BILL HOLDINGS INC | COM | $47.9M | 7.4%Prev: 8.6% | 878,000 SH | Decreased-84,500 SH |
| BROADCOM INC | COM | $49.8M | 7.7%Prev: 5.5% | 143,779 SH | Increased+44,474 SH |
| CELLEBRITE DI LTD | ORDINARY SHARES | $8.9M | 1.4%Prev: 1.1% | 492,755 SH | Increased+135,000 SH |
| CHIME FINL INC | COM SHS CL A | $68.2M | 10.5%Prev: 5.1% | 2,710,289 SH | Increased+1,218,612 SH |
| CONFLUENT INC | CLASS A COM | $27.5M | 4.2%Prev: 4.2% | 910,000 SH | Increased-358,640 SH |
| CONSTELLATION ENERGY CORP | COM | $22.3M | 3.4%Prev: 2.7% | 63,065 SH | Increased+15,090 SH |
| GDS HLDGS LTD | SPONSORED ADS | $2.3M | 0.4%Prev: 1.6% | 65,272 SH | Decreased-179,285 SH |
| GITLAB INC | CLASS A COM | $39.8M | 6.1%Prev: 6.4% | 1,060,000 SH | Increased+210,000 SH |
| JFROG LTD | ORD SHS | $28.9M | 4.4%Prev: 4.6% | 462,000 SH | Increased-117,265 SH |
| MKS INC. | COM | $3.1M | 0.5% | 19,582 SH | New |
| NETFLIX INC | COM | $18.8M | 2.9% | 200,000 SH | New |
| NVIDIA CORPORATION | COM | $63.4M | 9.8%Prev: 8.7% | 340,000 SH | Increased+63,325 SH |
| NXP SEMICONDUCTORS N V | COM | $5.4M | 0.8%Prev: 1.0% | 24,927 SH | Decreased-252 SH |
| REDDIT INC | CL A | $20.7M | 3.2% | 90,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $81.6M | 12.6%Prev: 13.6% | 268,392 SH | Increased-20,703 SH |
| 13F-HR |
| 0000935836-26-000422 |
| $902.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000935836-25-000532 | $489.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000935836-26-000261 | $534.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000935836-25-000378 | $358.1M | View |