Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  INTC INTEL CORP | 60.48% | New | $7.93B | 214,776,632 | +214,776,632 | Technology |
| 2 |  SNPS SYNOPSYS INC | 17.28% | New | $2.26B | 4,821,717 | +4,821,717 | Technology |
| 3 |  CRWV COREWEAVE INC | 13.27% | $1.74B | 24,277,573 | - | Technology services | |
| 4 |  NOK NOKIA CORP | 8.21% | New | $1.08B | 166,389,351 | +166,389,351 | Electronic technology |
| 5 |  NBIS NEBIUS GROUP N.V. | 0.76% | $100M | 1,190,476 | - | Technology Services |
Portfolio Changes
Buy Positions
New Buy
- INTCINTEL CORP
Current 60.48%
+214,776,632Shares
- SNPSSYNOPSYS INC
Current 17.28%
+4,821,717Shares
- NOKNOKIA CORP
Current 8.21%
+166,389,351Shares
Additional Buy
Sell Positions
Full Exit
- WRDWERIDE INC
Full Exit
0Shares
- APLDAPPLIED DIGITAL CORP
Full Exit
0Shares
- RXRXRECURSION PHARMACEUTICALS IN
Full Exit
0Shares
- ARMARM HOLDINGS PLC
Full Exit
0Shares