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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 | $20.3M | 9.8% | 100,000 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $12.5M | 6.0% | 100,000 SH | |
| BLOOM ENERGY CORP | COM CL A | $13.5M | 6.5% | 100,000 SH | |
| LEMONADE INC | COM | $6.3M | 3.0% | 100,000 SH | |
| NVIDIA CORPORATION | COM | $34.9M | 16.8% | 200,000 SH | |
| REDDIT INC | CL A | $13.5M | 6.5% | 100,000 SH | |
| SANDISK CORP | COM | $63.5M | 30.5% | 100,000 SH | |
| SOUND GROUP INC | SPONSORED ADS | $1.7M | 0.8% | 100,000 SH | |
| VERTIV HOLDINGS CO | COM CL A | $25.1M | 12.0% | 100,000 SH | |
| VIAVI SOLUTIONS INC | COM | $16.6M | 8.0% | 500,000 SH |
| 13F-HR |
| 0001536336-26-000004 |
| $208.0M |
| View |