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CIK 0002119894 • 3 13F filings • Mar 13, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices Inc | Common Stock | $1.7M | 0.6%Prev: 0.4% | 2,876 SH | Increased+560 SH |
| Applied Digital Corp | Common Stock | $11.2M | 3.9%Prev: 4.5% | 300,897 SH | Increased+49,011 SH |
| Arista Networks Inc | Common Stock | $4.6M | 1.6%Prev: 4.0% | 27,115 SH | Decreased-16,804 SH |
| ARM Holdings PLC | Common Stock | $21.2M | 7.3% | 59,860 SH | New |
| AST SpaceMobile Inc | Common Stock | $8.0M | 2.7%Prev: 4.3% | 89,941 SH | Increased+20,635 SH |
| Astera Labs Inc | Common Stock | $32.4M | 11.1%Prev: 3.8% | 67,007 SH | Increased+20,725 SH |
| Ciena Corp | Common Stock | $2.4M | 0.8%Prev: 1.1% | 4,898 SH | Increased+960 SH |
| Cloudflare Inc | Common Stock | $19.6M | 6.7%Prev: 0.4% | 79,885 SH | Increased+77,206 SH |
| Coherent Corp | Common Stock | $24.6M | 8.4%Prev: 9.2% | 62,252 SH | Increased+10,540 SH |
| Constellation Energy Corp | Common Stock | $4K | 0.0%Prev: 0.0% | 16 SH | Decreased |
| Credo Technology Group Holding Ltd | Common Stock | $8.9M | 3.1%Prev: 1.8% | 32,868 SH | Increased+6,520 SH |
| Crowdstrike Holdings Inc | Common Stock | $802K | 0.3%Prev: 0.2% | 1,051 SH | Increased+200 SH |
| Intuitive Machines Inc | Common Stock | $6.2M | 2.1%Prev: 3.2% | 288,589 SH | Increased+57,400 SH |
| IREN Ltd | Common Stock | $5.1M | 1.8% | 112,360 SH | New |
| Karman Holdings Inc | Common Stock | $65K | 0.0%Prev: 7.6% | 1,304 SH | Decreased-126,670 SH |
| KLA CORP | Common Stock | $25.7M | 8.8%Prev: 7.6% | 85,024 SH | Increased+78,137 SH |
| Kratos Defense & Security Solutions Inc | Common Stock | $165K | 0.1%Prev: 4.7% | 3,303 SH | Decreased-86,136 SH |
| Lam Research Corp | Common Stock | $14.7M | 5.0%Prev: 5.1% | 33,817 SH | Increased+1,930 SH |
| Lumentum Holdings Inc | Common Stock | $9.5M | 3.3%Prev: 3.4% | 11,080 SH | Increased+4,580 SH |
| MACOM Technology Solutions Holdings Inc | Common Stock | $13.7M | 4.7% | 36,086 SH | New |
| MARVELL TECHNOLOGY INC | Common Stock | $12.4M | 4.3%Prev: 2.6% | 41,712 SH | Increased+5,910 SH |
| MKS Inc | Common Stock | $19.8M | 6.8%Prev: 6.1% | 44,491 SH | Increased+8,840 SH |
| Nokia Oyj | Common Stock | $10.4M | 3.6% | 784,035 SH | New |
| NVIDIA Corp | Common Stock | $9.2M | 3.2%Prev: 6.0% | 46,143 SH | Increased-377 SH |
| Rocket Lab Corp | Common Stock | $8.1M | 2.8%Prev: 3.7% | 80,145 SH | Increased+1,921 SH |
| Snowflake Inc | Common Stock | $509 | 0.0%Prev: 0.0% | 2 SH | Increased |
| Teradyne Inc | Common Stock | $7.1M | 2.4%Prev: 2.8% | 14,650 SH | Increased+2,012 SH |
| Terawulf Inc | Common Stock | $13.8M | 4.7%Prev: 7.2% | 557,731 SH | Increased-116,475 SH |
| 13F-HR |
| 0002000324-26-001916 |
| $134.3M |
| View |