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CIK 0001536336 • 3 13F filings • May 18, 2026 – Aug 17, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $32.1M | 28.0%Prev: 10.3% | 150,000 SH | Decreased+50,000 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $22.0M | 19.2%Prev: 1.7% | 150,000 SH | Increased+50,000 SH |
| BLOOM ENERGY CORP | COM CL A | $8.7M | 7.6%Prev: 5.4% | 100,000 SH | Decreased |
| LEMONADE INC | COM | $7.1M | 6.2%Prev: 1.2% | 100,000 SH | Increased |
| SANDISK CORP | COM | $23.7M | 20.7%Prev: 40.5% | 100,000 SH | Decreased |
| SOUND GROUP INC | SPONSORED ADS | $1.2M | 1.0%Prev: 0.2% | 100,000 SH | Increased |
| VERTIV HOLDINGS CO | COM CL A | $16.2M | 14.1%Prev: 6.0% | 100,000 SH | Decreased |
| VIAVI SOLUTIONS INC | COM | $3.6M | 3.1%Prev: 4.3% | 200,000 SH | Decreased-300,000 SH |
| 13F-HR |
| 0001536336-26-000004 |
| $208.0M |
| View |