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CIK 0002038540 • 1 13F filing • May 18, 2026 – May 18, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $989.3M | 7.2% | 4,863,238 SH | |
| APPLIED DIGITAL CORP | COM NEW | $320.0M | 2.3% | 13,478,438 SH | |
| ASML HLDG NV N Y REGISTRY | SHS | $500.2M | 3.7% | 378,733 SH | |
| BABCOCK & WILCOX ENTERPRISES | COM | $19.9M | 0.1% | 1,353,900 SH | |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | $29.8M | 0.2% | 3,439,450 SH | |
| BITFARMS LTD | COM | $38.8M | 0.3% | 19,875,840 SH | |
| BLOOM ENERGY CORP | COM CL A | $934.1M | 6.8% | 6,893,908 SH | |
| BROADCOM INC | COM | $1.01B | 7.4% | 3,251,100 SH | |
| CLEANSPARK INC | COM NEW | $104.5M | 0.8% | 12,276,139 SH | |
| CORE SCIENTIFIC INC NEW | COM | $389.1M | 2.8% | 26,008,473 SH | |
| COREWEAVE INC | COM CL A | $696.6M | 5.1% | 8,992,419 SH | |
| CORNING INC | COM | $21.7M | 0.2% | 159,883 SH | |
| HIVE DIGITAL TECHNOLOGIES LT | COM NEW | $6.4M | 0.0% | 3,391,547 SH | |
| INFOSYS LTD | SPONSORED ADR | $6.8M | 0.0% | 500,000 SH | |
| INTEL CORP | COM | $168.0M | 1.2% | 3,807,744 SH | |
| IREN LIMITED | ORDINARY SHARES | $401.0M | 2.9% | 11,698,835 SH | |
| MICRON TECHNOLOGY INC | COM | $1.01B | 7.4% | 2,995,062 SH | |
| NVIDIA CORPORATION | COM | $1.57B | 11.5% | 8,995,155 SH | |
| ORACLE CORP | COM | $1.07B | 7.8% | 7,293,000 SH | |
| POWER SOLUTIONS INTL INC | COM NEW | $26.3M | 0.2% | 432,300 SH | |
| PROPETRO HLDG CORP | COM | $13.1M | 0.1% | 910,300 SH | |
| RIOT PLATFORMS INC | COM | $142.2M | 1.0% | 11,502,137 SH | |
| SANDISK CORP | COM | $1.11B | 8.1% | 1,752,019 SH | |
| SHARONAI HOLDINGS INC | COM CL A ADDED | $18.1M | 0.1% | 796,108 SH | |
| SOLARIS ENERGY INFRAS INC | COM CL A | $62.5M | 0.5% | 1,105,551 SH | |
| T1 ENERGY INC | COM NEW | $43.9M | 0.3% | 10,000,000 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $897.5M | 6.6% | 2,655,823 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $2.05B | 15.0% | 5,354,850 SH | |
| WHITEFIBER INC | SHS | $20.9M | 0.2% | 1,757,600 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| May 18, 2026 | Q1 2026 | 13F-HR | 0002038540-26-000004 | $13.68B | View |