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CIK 0001846639 • 6 13F filings • May 8, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ASML HOLDING N V | N Y REGISTRY SHS | $10.7M | 4.5% | 10,000 SH | New |
| BAIDU INC | SPON ADR REP A | $35.3M | 14.7% | 270,000 SH | New |
| BLOOM ENERGY CORP | COM CL A | $7.6M | 3.2% | 88,000 SH | New |
| COHERENT CORP | COM | $9.2M | 3.8% | 50,000 SH | New |
| CONSTELLATION ENERGY CORP | COM | $102.7M | 42.7% | 290,600 SH | New |
| COREWEAVE INC | COM CL A | $19.0M | 7.9% | 265,000 SH | New |
| LUMENTUM HLDGS INC | COM | $7.4M | 3.1% | 20,000 SH | New |
| MICRON TECHNOLOGY INC | COM | $14.3M | 5.9%Prev: 100.0% | 50,000 SH | Increased-30,000 SH |
| ORACLE CORP | COM | $22.4M | 9.3% | 115,000 SH | New |
| SANDISK CORP | COM | $11.9M | 4.9% | 50,000 SH | New |
| 13F-HR |
| 0001846639-26-000005 |
| $864.3M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001846639-25-000006 | $12.7M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001846639-26-000004 | $121.9M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001846639-25-000005 | $44.2M | View |