Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  TSM TAIWAN SEMICONDUCTOR MANUFAC | 14.40% | Reduced | $77M | 227,585 | -40,807 | Electronic Technology |
| 2 |  NVDA NVIDIA CORPORATION | 8.89% | Reduced | $47M | 272,214 | -67,786 | Electronic Technology |
| 3 |  AVGO BROADCOM INC | 8.68% | Increased | $46M | 149,800 | +6,021 | Technology |
| 4 |  AMD ADVANCED MICRO DEVICES INC | 8.35% | Reduced | $45M | 219,251 | -236 | Technology |
| 5 |  CHYM CHIME FINL INC | 7.28% | Reduced | $39M | 2,077,615 | -632,674 | Finance |
| 6 | TSM TAIWAN SEMICONDUCTOR MANUFACPUT | 6.91% | New | $37M | 109,200 | +109,200 | Electronic Technology |
| 7 |  MKSI MKS INC. | 5.26% | Increased | $28M | 122,264 | +102,682 | Producer Manufacturing |
| 8 |  FROG JFROG LTD | 5.05% | Increased | $27M | 575,000 | +113,000 | Technology Services |
| 9 |  AMZN AMAZON COM INC | 4.87% | Increased | $26M | 124,800 | +55,300 | Consumer Cyclical |
| 10 |  GTLB GITLAB INC | 4.74% | Increased | $25M | 1,170,000 | +110,000 | Technology Services |
Portfolio Changes
Buy Positions
New Buy
- TSMTAIWAN SEMICONDUCTOR MANUFAC
Current 6.91%
+109,200Shares
- CPNGCOUPANG INC
Current 3.72%
+1,051,957Shares
- IOTSAMSARA INC
Current 2.28%
+384,000Shares
- BEBLOOM ENERGY CORP
Current 1.28%
+50,625Shares
- DDOGDATADOG INC
Current 0.88%
+40,000Shares
Additional Buy
- AVGOBROADCOM INC
+4.19%
+6,021Shares
- MKSIMKS INC.
+524.37%
+102,682Shares
- FROGJFROG LTD
+24.46%
+113,000Shares
- AMZNAMAZON COM INC
+79.57%
+55,300Shares
- GTLBGITLAB INC
+10.38%
+110,000Shares
Sell Positions
Full Exit
- CFLTCONFLUENT INC
Full Exit
0Shares
- CEGCONSTELLATION ENERGY CORP
Full Exit
0Shares
- RDDTREDDIT INC
Full Exit
0Shares
- NFLXNETFLIX INC
Full Exit
0Shares
- TEAMATLASSIAN CORPORATION
Full Exit
0Shares
Partial Exit
- TSMTAIWAN SEMICONDUCTOR MANUFAC
-15.20%
-40,807Shares
- NVDANVIDIA CORPORATION
-19.94%
-67,786Shares
- AMDADVANCED MICRO DEVICES INC
-0.11%
-236Shares
- CHYMCHIME FINL INC
-23.34%
-632,674Shares
- BILLBILL HOLDINGS INC
-28.82%
-253,000Shares
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